New Client Intake — Barrier Group

1 Your Information

Full Name (Primary Owner)*

Co-Owner Name (if applicable)

Billing Address*

Cell Phone (Primary)*

Cell Phone (Co-Owner)

Email — Primary* (reports sent here)

Email — Secondary

Emergency Contacts

Emergency Contact 1* (name, relationship, phone)

Emergency Contact 2 (name, relationship, phone)

How did you find us?

2 Property Details

Service Address*

Property Type*

Bedrooms

Bathrooms

Stories

Approx. Sq Ft

Year Built

Waterfront?

Flood Zone?

Property Features (check all that apply)

Pool / Spa Dock / Boat Lift Generator Irrigation System Elevator Solar Panels Water Softener / Filter Fireplace Radon Mitigation System Water Leak Sensors / Auto Shutoff

Known Issues or Deferred Maintenance

3 Access & Smart Home

Access Method*

Lockbox / Keypad Code

Garage Code

Gate / Community Access

Alarm / Monitoring System

Alarm Company

Alarm Company Phone

Arm Code

Disarm Code

Safeword

Smart Home Camera Locations

Wi-Fi Network & Password

Who Else Has Property Access? (name, relationship, what they can access)

4 While You're Away

How would you like your property set when you're not there?

Main Water Valve*

Barrier Group recommends turning off during extended vacancy.

Water Heater Mode

A/C Set Point

Barrier Group recommends 78°F to prevent humidity issues.

Heat Set Point

Humidity Control Set Point

Refrigerator / Ice Maker

Irrigation System

Radon System (if applicable)

Mail Handling*

Interior Lighting Preferences

Anything Else We Should Know?

5 Your Current Vendors (or we'll introduce you to ours)

HVAC Company

Plumber

Electrician

Pest Control

Landscaper

Pool Service

Roofer

Insurance Agent

Insurance

Homeowner's Insurance Carrier

Policy Number

Tell Us About Your Property.