Client Intake Form

ASOC Client Intake Form

Section 2 — Property Information

Basic information about the facility being assessed.

Section 3 — Building Systems

Share what you know about your building’s major systems. Provide as much or as little as you have.

Section 4 — Documentation

Upload what you have. Utility bills are the most important.

Accepted file types: PDF, JPG/PNG images, Word/Excel documents, CSV. iPhone users: take a screenshot of your photos and upload the screenshots.