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
Disposal needed — Add "Disposal - Old Storm Door" line item in Joist
N/A — no existing door
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
— top, middle & bottom
H
— sill to 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
Consultation Outcome
✅ Deal made — install scheduled
📞 Follow-up required
❌ Not interested — Why?
12
Sales Rep Sign-Off
Sales Rep Name
Date
Signature
✕ Clear
TheDoorPro · (403) 473-2200 · request@thedoorpro.ca · TheDoorPro.ca
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