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12 fields filled from your call•8 fields from CRM•7 fields need attention

Hello! Based on the information you called in, I've filled in this Account Manager Scoping document as far as I could. I've also pulled relevant data from your CRM system where available. Some fields still need your attention (marked with red indicators). I'm happy to adjust anything - just let me know what you'd like me to change or add.

10:35 PM

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Account Manager Scoping

4/23/2025 22:35:23

Client/Policy

Name:

Amber Usry

Site:

804 Zweck Ct, Longmont, 80503 CO

Account Manager:

dmarsh@coredoes.com

Policy Type:

Recoverable Depreciation

Code Upgrade Coverage:

YES - Policy has Code Upgrade

Rental Property:

No

Connected to Neighbor:

No

Structures

Main Structure:

Replace:

Yes

Ice And Water:

No

# Layers:

1

Attic Space:

Partial

Soffit Depth:

12

Lower Than 4:12 Area:

No

Decking:

OSB

Higher Than 6:12 Area:

No

Access:

YES

Second Structure:

Replace:

-

Ice And Water:

-

# Layers:

-

Gutters/Downspouts/Guards

Re-Use Existing Gutters:

No

Re-Use Existing Downspouts:

Yes

Gutter Material/Size/Style:

Aluminum - 6" K Style

Downspout Material/Size/Style:

-

Flashing

Eave Drip Existing:

Yes

Sidewall Existing:

Yes

Rake Drip Existing:

Yes

Headwall Existing:

No

Roof To Soffit Existing:

Yes

Kick Outs Existing:

Yes

Venting

Exhaust Is Existing:

Yes

Intake Is Existing:

Yes

Standard Turtles:

9

Large Turtles:

-

Turbine Vents:

-

Ridge Vent:

No

Penetrations

Chimneys:

-

Electrical Masts:

-

Small Exhaust/Broan:

2

Large Exhaust/Broan:

-

Pipe Jack 1-3":

6

Furnace Vent 1:

6.5 QTY: 2

Skylights

Detach and Reset Skylights:

Yes - 3 skylights, 1 solar tube

Skylights to Replace:

No

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