Portal Pros — Lanai and Porch Screen Install Intake (Internal) #2

Portal Pros — Lanai and Porch Screen Install Intake (Internal) #2

For Portal Pros staff. Complete while on the call with the customer. Lanai and porch enclosures.
Customer and Call Details
Rep Name
Date of Call

MonthDayYear
Date
Customer First Name
Customer Last Name
Customer Email
example@example.com
Customer Phone
Please enter a valid phone number.Format: (000) 000-0000.
Service Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Shipping Address if different from service address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Pet Measurements
Pet Name
Pet Shoulder Height (inches)
Pet Width at Widest Point (inches)
Pet Weight (pounds)
Enclosure Details
Where is it mounting?
Screen Bay Width (inches)
Screen Bay Height (inches)
Frame Rail Thickness (inches)
Rise, floor to bottom of flap (inches)
Which bay or panel of the enclosure
Blocking panel
Brace bar
Photos, Notes, and Copy Recipient
Photo of the full enclosure

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Additional photos

Cancelof
Notes
Send a copy of this submission to
example@example.com
CONSIDERATIONS — READ BEFORE QUOTING

HOW EACH DOOR MOUNTS: The SB4 Screen Door attaches on all four sides, so it needs solid framing all the way around the opening. Most lanai and porch bays do not have that, which means we usually have to build in extra framing or support before it can mount. That is added labor and material, so it has to be on the quote. The SB Screen Pet Door is different. It has a mounting flange on the bottom and on one side, left or right. Those two sides attach straight to the existing screen door frame. The other two sides have the screen rolled into them, so no extra framing is needed. Quick rule: mounting into an existing screen door frame usually means the SB Screen with no added framing. Mounting into an open lanai bay usually means the SB4 with added framing. Measure the opening and quote the framing work up front.

BRACE BAR: Brace bars are only for doors, this SB4 is going to have framing built around it so the brace bar is irrelevant
Should be Empty:

Portal Pros — Lanai and Porch Screen Install Intake (Internal) #2

Customer and Call Details

Pet Measurements

Enclosure Details

Photos, Notes, and Copy Recipient