Initial Take FormΔ Date / TimeFirst NameLast NameAddressAddress Line 1Address Line 2CityZip CodeObjectives Confirm absence pattern & duration Validate service cadence (3 → 2 visits/week) Understand risk sensitivity (visibility vs documentation) Identify property-specific vulnerabilities Align on communication & reporting expectations Confirm access + operational readinessTypical absence duration– Select –1 week2 weeks3 weeks1 month3 months6 months or moreFrequency– Select –2x / month1x / week2x / week3x / week4x / weekas neededKey concern– Select –Visibility / DeterrenceCondition monitoringDocumentation (insurance / legal)Owner involvement preference– Select –Notify only if issueReport after each visitHigh visibility / detailed reportingAccess– Select –KeyLockboxCodeAccess CodeAlarm CodeAny areas off-limits?If something comes up, would you like me to just notify you, or also coordinate a solution?– Select –Notify onlyNotify + coordinate vendorSubmit Form
