Client questionnaire for sunroom and pergola installers,
the questions to ask before quoting.

The project

1. Can you describe your project in a few words?
2. What matters most to you in this project?
3. What made you decide to start the project now?
4. What would you like: a sunroom, a louvered pergola, an awning, a carport?

The property and what’s there now

5. Where is the job, and how do we get in?
6. Do you own the property, and are there building or association rules to follow?
7. Where would it go, and how much space is there?
8. Which way does it face?
9. What would it be attached to: a wall, an existing slab, ground to prepare?

Technical choices

10. How do you want to use it: all year round, in summer, for shade?
11. Would you like motorization, lighting, wind and sun sensors?
12. Which frame color do you prefer?

Budget and financing

13. What budget do you have in mind for this project?
14. How are you planning to pay for the work?

Timing

15. When would you like the work done?
16. Are there times when the work can’t take place?

The decision

17. Who else is involved in the decision?
18. Have you asked for other quotes?

Photos and documents

19. Have you checked whether you need a permit?
20. Could you send me a few photos?
21. Do you have plans, measurements or previous quotes?