1Customer & property information

Who and where. So we know who to reach and where to go.

Customer / policyholder name

Property address

Best phone

Email

Preferred contact method

Call Text Email

Is the property occupied?

Yes No

Safe to enter?

Yes No Unsure

Gate / access instructions, pets, alarm, parking, or other access notes

2What happened?

The event itself, when you noticed it, and whether the source is under control.

Type of loss (check all that apply)

Date and approximate time damage was discovered

Briefly describe the source and affected area(s)

Is the source stopped / controlled?

Yes No Unsure

Water still actively entering?

Yes No

Electricity / gas / structural concern?

Yes No Unsure

3Areas & materials affected

Rooms and materials touched. Helps us pack the right truck.

Rooms / areas affected

Visible damage

Other affected items

Furniture Clothing / contents Electronics Personal property

Approximate size of affected area (if known)

Has any cleanup / demo / drying already started?

Yes No

4Insurance information

Optional, but speeds up direct billing and adjuster coordination.

Insurance carrier

Claim number

Adjuster name

Adjuster phone / email

Has the claim been reported?

Yes No Not sure

Date claim was reported

Deductible (if known)

Instructions, estimate, or preferred-vendor assignment received from the carrier?

Yes No

5Emergency actions already taken

Check anything that's already been done.

Water shut off Electricity / gas shut off Plumber / roofer / HVAC called Standing water extracted Temp roof / board-up done Photos / video before cleanup Items moved only as needed

6Photos & documents to have ready

Have these on hand at the inspection. You can email them to service@aquarestoration.tech.

Wide photos of every affected room or area
Close-ups of the source and visible damage
Photos of standing water, staining, damaged flooring, walls, ceilings, cabinets, and contents
Insurance policy / declarations page, if readily available
Claim confirmation, adjuster contact information, and carrier correspondence
Receipts or invoices for emergency work already performed
Plumber, roofer, HVAC, or other contractor report, if available

7Safety questions

Answering "Yes" or "Unsure" won't slow anything down — it tells our crew what PPE and equipment to bring.

Sewage, contaminated water, chemicals, or unknown substance present?

Yes No Unsure

Visible mold or a strong musty odor?

Yes No Unsure

Fire / smoke damage, active smoke, or recent electrical event?

Yes No Unsure

Sagging ceiling, unstable flooring, or visible structural damage?

Yes No Unsure

Anyone at the property needs immediate assistance or has mobility limitations?

Yes No Unsure

8Initial appointment notes

A few last details and you're done.

Best date / time for inspection

Who will meet the restoration team at the property?

Additional information we should know before arrival

Client loss intake

1Customer & property information

2What happened?

3Areas & materials affected

4Insurance information

5Emergency actions already taken

6Photos & documents to have ready

7Safety questions

8Initial appointment notes