Home inventory service startup checklist
For a service that records household belongings for customers' personal records. This is documentation support, not insurance or valuation advice.
What to get
Business registration
Professional liability insurance
Home inventory service menu
Room-based price sheet
Client service agreement
Client privacy agreement
Property access form
Room inventory worksheet
Item photo release form
Smartphone or camera
Camera charger
Portable light
Tripod
Measuring tape
Asset label stickers
Portable scanner
Encrypted storage drive
Inventory report template
Who this list is for
This checklist is for a home inventory service documenting household belongings for customers’ personal records. It is documentation support only, not insurance, valuation, or coverage advice.
How to use this list
Start with Business registration, Professional liability insurance, the Home inventory service menu, Room-based price sheet, Client service agreement, and Client privacy agreement. Before entering a home, use the Property access form and Item photo release form. Work room by room with the Room inventory worksheet, smartphone or camera, charger, portable light, tripod, measuring tape, asset label stickers, portable scanner, and encrypted storage drive.
Common mistakes
Do not present an inventory report as a valuation or insurance recommendation. Avoid photographing or scanning items before the applicable access and photo permissions are complete. A folder of images without room worksheets and labels is harder for a customer to use later, so keep the record organized as it is created.
What is on this list
The list includes service and pricing documents, a client agreement, privacy agreement, property access form, room worksheet, photo release, and Inventory report template. Documentation gear includes a Smartphone or camera, Camera charger, Portable light, Tripod, Measuring tape, Asset label stickers, Portable scanner, and Encrypted storage drive. Cross off equipment and forms already in place.
After the visit
Transfer records to the Encrypted storage drive according to the privacy agreement. Check each room inventory worksheet against the photos, scans, and asset labels before preparing the Inventory report template. Keep customer records organized by the documented rooms, not as an unmarked photo collection.
FAQ
Who is "Home inventory service startup checklist" for?
This checklist is for a home inventory service documenting household belongings for customers’ personal records. It is documentation support only, not insurance, valuation, or coverage advice.
How should I use "Home inventory service startup checklist"?
Start with Business registration, Professional liability insurance, the Home inventory service menu, Room-based price sheet, Client service agreement, and Client privacy agreement. Before entering a home, use the Property access form and Item photo release form. Work room by room with the Room inventory worksheet, smartphone or camera, charger, portable lig…
What should I skip or avoid with "Home inventory service startup checklist"?
Do not present an inventory report as a valuation or insurance recommendation. Avoid photographing or scanning items before the applicable access and photo permissions are complete. A folder of images without room worksheets and labels is harder for a customer to use later, so keep the record organized as it is created.
What is on the "Home inventory service startup checklist" list?
The list includes service and pricing documents, a client agreement, privacy agreement, property access form, room worksheet, photo release, and Inventory report template. Documentation gear includes a Smartphone or camera, Camera charger, Portable light, Tripod, Measuring tape, Asset label stickers, Portable scanner, and Encrypted storage drive. Cross off…
What should I do when I am done?
Transfer records to the Encrypted storage drive according to the privacy agreement. Check each room inventory worksheet against the photos, scans, and asset labels before preparing the Inventory report template. Keep customer records organized by the documented rooms, not as an unmarked photo collection.
Related lists
For general planning only. Valedo does not guarantee this list’s accuracy, completeness, or suitability. Verify information before relying on it. Not a substitute for professional advice or safety training.