Sovereign — Assessment App

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Sovereign Home Solutions · Kansas City

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New Client

Contact Information

Full Name *

Email *

Phone

Address *

City

State/Zip

Home Details

Home Type

Year Built

Sq Footage

Bedrooms

Bathrooms

Membership Plan

Portal Password (client will use this to log in)

Notes

Home Profile

Capture home system details. These save permanently to the client's portal profile.

HVAC System

Furnace Make

Furnace Model

Filter Size

Replace Every

Furnace Age (yrs)

Last Service

AC Make

AC Age (yrs)

Water Systems

Main Water Shutoff Location *

Secondary Shutoff Locations

Water Heater Make

WH Age (yrs)

WH Capacity (gal)

Fuel Type

Sump Pump Present

Water Softener

Electrical & Structure

Electrical Panel Location *

Amperage

Panel Make

Gas Shutoff Location

Roof Age (yrs)

Roof Material

Foundation

Siding

Safety & Interior

Smoke Detector Locations *

CO Detector Locations

Additional Notes

Assessment

Visit Details

Specialist *

Specialist Notes (internal — not shown to client)

Hours Spent

Total Charge ($)

Report Preview

Overall Condition Score

Priority Items

Watch Items

Category Summary

Personal Note to Client

Report Sent

✓

Assessment Complete

Report saved · Portal updated

Score

Action Items

Draft Reports