Inventory quote worksheet

What would you like inventoried?

Choose the service that best fits. You can explain additional needs later.

Home inventory

Your home. Your memories. Thoughtfully documented.

Business & restaurant

Be tax ready for your inventory.

Estate & trust

A clear record. A thoughtful legacy.

Personal assets & transitions

A new chapter begins with clarity.

Your space and contact details

Fields marked * are required. Approximate dimensions and counts are fine.

How do we reach you?

Full name *Email address *Phone numberPreferred contact methodBest time to reach youCompany / Organization

Property overview

Street address (optional for this estimate)City *State / Territory *ZIP / Postal code *When would you like the work completed?

Home / residential property details

Property typeOccupancyHow much should be documented?

Business / restaurant details

Business or restaurant name *Type of business *Other business type / specialtyNumber of staff workstationsRestaurant / bar seatsKitchen / bar / prep areasStockrooms / storage areasOperating statusPreferred appointment windowInventory focus

Estate / trust details

Your rolePurpose of documentationAreas or possessions within the requested scopeDescribe the scope only. Please do not upload or transcribe private trust documents.

Personal assets / household transition

Reason for this inventoryWhose possessions should be documented?Any items or areas to keep separate in the record?Describe categories or areas without including private legal details.

Access and scheduling

Stairs, elevator, parking, access restrictionsAdditional property detailsDeadline or appointment preferences

Estimated Scope of Work

Choose your package and tell us about the possessions, collections and priorities you want included.

Choose your package

Select a service level or let us help you choose.

GoldPlatinumTitaniumHelp me choose

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Collections and project details

Possessions and special collectionsExample: 12 place settings, 4 storage bins of holiday décor, or a collection requiring individual records.Rooms or items to excludeCollections to includeTell us about your collectionsExisting inventory records available?Anything that needs special care or extra time?Tell us the whole pictureDescribe your goals, priorities, approximate volume, deadlines, desired record format, and anything else that will help us prepare your quote.

Your selected package and services are subject to the scope agreed in your proposal. Please keep private financial and legal details out of this worksheet.

Keep Track — Inventory Quote Worksheet

Your project at a glance

Review the details below. Go back to make changes or print a copy for your records.

I agree that Keep Track may contact me about this quote request. *

Your request is emailed to info@ktinventory.com through FormSubmit. You may be asked to complete a spam check. Please do not include passwords, account numbers, identification documents, or detailed lists of valuable items and their locations.

Prefer email? Contact info@ktinventory.com. You can attach a copy of the worksheet you printed.

A little detail.A much clearer picture.

What would you like inventoried?

Your space and contact details

Estimated Scope of Work

Your project at a glance

A little detail.
A much clearer picture.