Inventory Process

 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 email you a pre-visit questionnaire to better determine your needs and allow us to begin setting up your account. We require the homeowner to be present during the inventory.  Evening and weekend appointments are available for your convenience.

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 and the time it will take to complete the inventory.

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 product.

The Inventory
We begin the recording process by going room to room, photographing and recording the details of your belongings (serial numbers, receipts, warranty information, 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 Package
Following your on-site inventory we will take the recorded data back to our office, upload the photos, gather any additional information and update your inventory. 

Once your inventory package is ready, we will call to set up an appointment and personally deliver it to your home.  We'll review the package, which typically takes approximately 15 minutes and collect the final payment.  It typically takes 3 business days to prepare your final package following the on-site inventory.

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 would like us to store a copy of your data CD, it will be kept in a bank safe deposit box for additional security.