Summary Forms - what are they?
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Often the Standard Short Form (left) is used in conjunction with the Summary Report Form (right). The chimney technician will use the Standard Short Form Checklist during the inspection and then the Summary Report Form for the homeowner.
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Our Flue & Hearth Notes™ Summary Reports are great to give the homeowner. The diagrams correspond to the text boxes and include "traffic light" boxes. This way each segment of the chimney is graded on the condition of that area. Images are easily added to pages 3 & 4.
To see more about the Summary Forms click here. To see an entire tutorial, click here and scroll to the bottom of the page for Shelley's "How to Use the Summary Form" presentation.
Our chimney and fireplace inspection Summary Reports consist of an instruction page, an inspection page, and two pages with the chimney breakdown and placeholders for images. Within the instruction page, there is a paragraph on how to understand the forms, an Invoice/Receipt, signature area and an area for your customer’s information. There is plenty of room for your logo and company information.
The report page first explains how to use the forms. It mentions some of the tools we might use such as digital cameras, flashlights, and an internal chimney camera. We talk about Levels of Inspection and give the definitions of Level 1, Level 2 and Level 3 including information on access. There are checkoff boxes for each level.
Further down, we have definitions for Operational Ready, Operational Deficient and Hazardous Conditions. The bottom 2/3 of the page shows segmented parts of the chimney with corresponding text boxes for your comments and a “traffic light” set of boxes to check off the correct condition for that segment. This way, the customer can understand that while the flues may have damage and are marked hazardous, the firebox may be in Operational Ready Condition. In short, the entire installation is not labeled as hazardous, just the defect and location. The report contains a disclaimer and a customer/technician signature box.
Pages 3 and 4 are where you can place the photos you took. The areas are sectioned with a small cut out of the chimney and the corresponding letter. See the image below for an example. For information on how important it is to take quality photos, click here and scroll to the middle of the video page.
The report page first explains how to use the forms. It mentions some of the tools we might use such as digital cameras, flashlights, and an internal chimney camera. We talk about Levels of Inspection and give the definitions of Level 1, Level 2 and Level 3 including information on access. There are checkoff boxes for each level.
Further down, we have definitions for Operational Ready, Operational Deficient and Hazardous Conditions. The bottom 2/3 of the page shows segmented parts of the chimney with corresponding text boxes for your comments and a “traffic light” set of boxes to check off the correct condition for that segment. This way, the customer can understand that while the flues may have damage and are marked hazardous, the firebox may be in Operational Ready Condition. In short, the entire installation is not labeled as hazardous, just the defect and location. The report contains a disclaimer and a customer/technician signature box.
Pages 3 and 4 are where you can place the photos you took. The areas are sectioned with a small cut out of the chimney and the corresponding letter. See the image below for an example. For information on how important it is to take quality photos, click here and scroll to the middle of the video page.
Place one or place three photos here. Photos tell the story of the chimney's condition.
To purchase the Summary Reports, click here.