TheDoorPro
Storm Door Consultation
Intake Form — Internal Use Only
SALES REP INSTRUCTIONS
Complete this form at every consultation — no exceptions
Save as PDF using the button at the bottom
Email PDF to
request@thedoorpro.ca
from your TheDoorPro work email
Save a copy on your tablet — required for commission payout
Use
Joist
to send the customer their estimate
Sales Rep
Date
1
Customer Information
Full Name
Service Address
Phone
Email
How did they hear about us?
Door-to-Door
Referral
Website
Facebook / Instagram
Google
Home Depot Pro Program
Other:
2
Customer Pain Points
What problems is the customer experiencing? (check all that apply)
Drafts / energy loss
Old or damaged door
Security concern
Adding new storm door
Aesthetic upgrade
Pest / critter issue
Other
3
Door Supply & Delivery
TheDoorPro supplying & delivering the door
← Add Delivery Fee line in Joist
Customer is supplying their own door
Doors Required
Front door
Back door
Side door
Number of Doors
4
Existing Door
Is there an existing storm door?
Yes
No
If yes — what to do with old door:
Customer keeping old door
N/A — no existing door
Old Door Disposal requested
— Add "Disposal - Old Storm Door" line item in Joist. Door must be fully removed from property. Do not leave on driveway or yard. Contact your supervisor if customer changes their mind on install day.
5
Door Opening Measurements
Step 1 — Check Clearances First
A
— Flat trim surface: min
¾"
|
B
— Trim/brickmould depth: min
1"
|
C
— Door jamb depth: min
2½"
If any clearance is insufficient, a storm door cannot be installed.
W1
W2
W3
WIDTH (use shortest W)
HEIGHT (H)
W1/W2/W3
— measure at top, middle & bottom
H
— sill to underside of brickmould
Step 2 — Record Measurements
Measure width at
top, middle & bottom
. Use the
shortest
number.
Width:
inches
Measure from
sill
to
underside of brickmould
at top.
Height:
inches
Step 3 — Select Door Size
Size
FV Series (A3000/4000) Width Range
Panel Series Width Range
Height
30"
29⅞" – 30⅜"
29⅞" – 30⅜"
80" to 80⅞"
32"
31⅞" – 32⅜"
31¾" – 32⅜"
34"
33⅞" – 34⅜"
33¾" – 34⅜"
36"
35⅞" – 36⅜"
35¾" – 36⅞"
30" × 80"
32" × 80"
34" × 80"
36" × 80"
Custom / Special Order
For custom sizing, contact your direct manager or supervisor for pricing and availability before proceeding.
📸 Take a photo of the door opening before leaving — front and back if applicable.
6
Hinge Side / Swing Type
Determine hinge side from the
exterior
— standing outside looking in.
← HINGE
Handle →
Left Hand (LH)
Hinges on LEFT from exterior
HINGE →
← Handle
Right Hand (RH)
Hinges on RIGHT from exterior
7
Product Selection
Tap a series to begin. Options filter automatically based on your selection.
1 — Series & Style
A3000 — Full View Retractable
A3000 — Full View Interchangeable
A4000 — Full View Retractable
A2000 — Full View Retractable
A2000 — Full View Interchangeable
A300 — ¾ Light Panel
A400 — ¾ Light Retractable
EMCO 100 — ¾ Light Panel
LuminAire — Single Door Screen
LuminAire — Double Door Screen
2 — Size
3 — Frame Color
— varies by series
4 — Glass Type
5 — Hardware Kit
6 — Special Options
Selected Configuration
↺ Start Over
8
Job Items & Quote
Select each item. Price auto-fills. Add rows as needed. This total = the single price you enter in Joist.
Item
Unit Price
Qty
Subtotal
Subtotal
$0.00
GST (5%)
— edit rate in file
$0.00
Total Quoted to Customer
$0.00
+ Add Item
50% Deposit Required
Deposit Amount:
$0.00
Payment Method
Cash
Credit / Debit
E-Transfer
Collect on install day
9
On-Site Reminders — Complete Before Leaving
📸 Photo of doorway taken (front & back)
📐 All measurements confirmed
🚪 Hinge side confirmed from exterior
✍️ Customer signed Joist estimate
💵 Deposit collected (if required)
📋 Joist estimate sent to customer
10
Installation Scheduling
Install Date
Time Window
Installer Notes
Install date confirmed with customer
Door ordered / delivery scheduled
11
HubSpot CRM — Log Before End of Day
👤 Contact created or updated in HubSpot
📊 Deal created and pipeline updated
📝 Consultation notes logged
🔔 Follow-up task set if not closed today
Lead Status
Closed — Install scheduled
Follow-up required
Customer thinking — follow up in
days
Not interested
12
Sales Rep Sign-Off
Sales Rep Name
Date
Signature
TheDoorPro · (403) 473-2200 · request@thedoorpro.ca · TheDoorPro.ca
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