Inventory
Process
The
general steps taken before, during, & after a comprehensive inventory are as
follows:
Contact
Us
We
will then set up an appointment for your inventory and go over some pre-visit
questions to better determine your needs. We
may request to visit your home or business before the appointment to give you a
more accurate price quote. We require the homeowner to be present during the
inventory. Evening and weekend
appointments are available for your convenience.
Walk-through
Upon
arrival for your scheduled appointment, we will request a walk-through or your
home. We will ask that you point out
items of interest, such as collectibles, items in storage areas, etc... This
will provide an opportunity to get to know us and give you a comfort level with
having us in your home. The walk-through will also provide us with a better feel
for your home contents, the level of detail required and the estimated time
required.
Review
& Deposit
Following
the walk-through, we'll review our service options, confidentiality agreement
and payment terms. Our policy is to
collect a 50% deposit on the day of your inventory with the balance due upon
delivery of the finished portfolio.
The
Inventory
We
begin the recording process by going room to room, photographing and recording
the details of your belongings (serial numbers, descriptions, etc…). You may
be involved as much or as little as you like, although, we do encourage client
participation to ensure maximum accuracy. You can help provide the item values
as we go or we can sit down following the inventory. We do require you to be
present during the documentation of jewelry and any other small, high-priced
items you may want us to document.
Once
the interior inventory has been completed, we will photograph the exterior of
your home. At this point, if you have any outbuildings, we will check the time
to ensure that we can complete an inventory of your garage and/or shed.
If
documenting outbuildings will cause us to exceed the agreed upon time, you can
determine whether we should stop or continue at our hourly rate. We do our
absolute best to finish your home, garage and outbuildings within the time
allowed however forgotten items may be discovered during the inventory process,
requiring additional time to document.
Final
Portfolio
Following
your on-site inventory we will take the recorded data back to our office, upload
the photos, and update our secure business software. We will then create your
comprehensive inventory portfolio containing printed reports, Data CD,
Protection Plus Software and Client Information Portfolio.
Please see the 'Comprehensive Portfolio' section of our site for full
details. Any private information
that we have on paper will either be shredded or provided to you in your
package.
Delivery
Once
your inventory portfolio is ready, we will call to set up an appointment and
personally deliver it to your home. We'll
review the portfolio, which typically takes approximately 15 minutes and collect
the final payment. It typically
takes 3 business days to prepare your final portfolio following the on-site
inventory.
Review
You
will have 14 days to review the reports and inform us of any corrections that
need to be made. After 14 days a small fee will apply to perform any updates to
your inventory. If you would like us to store a copy of your data CD, it will be
kept in a bank safe deposit box for additional security.
Call
us today and get the protection and peace of mind you deserve!
(607).351.0084