NEW CLIENT Onboarding Questionnaire
Complete all fields prior to project kickoff | Tab through fields to navigate
Date
Client Name
Client Phone #
Client Email
Installation Address
Service Manager
Designer
Project Description
Handle Set
Finish
Information Needed Prior to Drawing
Actual Opening Dimensions (AOD)
Build To
Outer Frame Tube Size
Door Frame Tube Size
Interior/Exterior Stop Size
Other
Field Notes / Sketch
Configuration Details — Exterior View
Hinges
Handle Location
Pivot or Side Hinge
Swing Direction
Latch Height
Deadbolt Height
Threshold Height
Roller Latch
Flip Latch
Number of Light Divisions
Transoms
Kickplate
Side Lights
Glass & Installation
Type of Glass / O/A Thickness
Mounting Location
Insulation Requirements
Client Special Request