Adobe Rock Products — Install Evaluation Form

1

Job Information

Pre-filled by sales — install team verifies on arrival

⚠ Fields below are pre-filled by the sales team. Verify accuracy and note any discrepancies in Section 9.

Customer Name *

Evaluator Name *

Job / Install Address *

Fireplace Model / Unit *

Evaluation Date *

Job Type *

Sales Rep (Pre-filled)

Sales Notes (Pre-filled by Sales)

2

Fireplace Verification

Confirm type, environment, and fuel — flag mismatches

Fireplace Type

Confirmed Fireplace Type *

Install Environment

Confirmed Install Environment *

Fuel Source

Confirmed Fuel Source *

General Condition

Overall Site Condition

Existing Fireplace / Chase?

⚠ Removal / Haul Away

Existing unit requires removal and haul-away

Describe what needs to be removed

3

Venting

Existing conditions, parts required, penetrations and access flags

Existing Vent Conditions

Existing Vent / Liner?

Vent Route

Approx. Vent Run (ft)

Roof Pitch

Attic Access?

⚠ Penetration Flags

Concrete or masonry penetration required

Difficult / restricted access to vent run

Roof height or pitch concern (steep pitch, 2+ story, scaffold needed)

Parts Required — Venting

Use + / − to set quantity needed. Parts list filters based on fireplace type selected in Section 2.

ℹSelect a fireplace type in Section 2 to load the appropriate parts list.

📋 Running Parts List

No parts selected yet

Additional Venting Notes

4

Finish Work

Surround, hearth pad, framing, wall prep, opening dimensions

Hearth Pad

Hearth Pad Required?

Hearth Pad Dimensions

Surround & Mantel

Surround Needed?

Mantel Work?

Framing

Framing Required?

Wall Type

⚠ Framing / Structural Flag

Non-standard framing or structural work anticipated

Opening Dimensions

Opening Width

Opening Height

Rough Opening Depth

Wall Prep

Wall / Finish Work Scope

Non-Combustible Material?

Finish Notes

5

Fuel & Electrical

Gas line conditions and electrical requirements

Gas Line

Gas Line Present?

Gas Type

Gas Shut-Off Valve?

Gas Line Condition

⚠ Gas Line Flags

New gas run required (licensed plumber / gas fitter needed)

Conversion kit needed (NG ↔ LP)

Electrical

Electrical Outlet Present?

Outlet Type Required

⚠ Electrical Flags

New electrical run required (licensed electrician needed)

Fuel / Electrical Notes

6

Time & Trips

Install hours, travel, second trip — auto-calculates totals

Install Time

Estimated Install Hours

Number of Installers

Travel

One-Way Travel Time (hrs)

Mileage (one way)

Second Trip Required?

A second trip will be needed to complete this job

Reason for second trip Second Trip Hours (estimated)

—

Install Hours

—

Travel (both ways)

—

Total Job Hours

Total includes install + round-trip travel + second trip if flagged.

Time / Scheduling Notes

7

Photos & Drawings

File names will be included in the summary sent to sales

📎 Photo file names will be listed in the email summary sent to sales. Send actual photo files separately via Slack or Dropbox.

Photo Upload

Select Photos / Drawings

Accepted: JPG, PNG, HEIC, PDF. Multiple files OK.

What to Photograph — Checklist

Existing fireplace / opening / chase Vent route and access points Roof area where penetration will occur Gas line / shut-off location Electrical outlet / panel area Clearance measurements Access concerns (attic, crawl space, roof) Opening dimensions (with tape measure visible) Any concerns or flagged items

Photo / Drawing Notes

8

Additional Opportunities

Flag potential upsells — sales team follows up

💡 Check any opportunities you noticed on-site. Add a sentence or two. Sales handles all follow-up — no pressure on the install team to quote.

Basement Finish / Egress Fireplace

What did you observe?

Remodel / Renovation Scope

What did you observe?

Additional Fireplace Location(s)

What did you observe?

Outdoor Living / Patio Feature

What did you observe?

Structural / Foundation Work

What did you observe?

Other Opportunity

Describe the opportunity

9

Notes & Flags to Sales

Complications, reminders, and critical flags for the sales team

Critical Flags

Check anything that applies. These flags appear prominently in the summary sent to sales.

⚠ Needs follow-up before quoting Sales needs to clarify something with the customer or trade before a quote can be issued

🔴 Licensed trade required Gas fitter, electrician, or other licensed contractor must be coordinated before or during install

🔴 Expect cost increase from original estimate Complications found on-site that will likely change the quote

⚠ Permit likely required Jurisdiction or job type suggests a permit will be needed

⚠ Customer not ready to schedule Home not ready, waiting on other trades, or customer expressed hesitation

Notes to Sales

General Complications or Observations

Reminders for Install Day

Questions for Sales / Office

Ready to submit?

This will open your email client with a formatted summary to derrick@adoberock.com. Review before sending.

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