Get Involve

Inventory Process

The general steps taken before, during, & after a comprehensive inventory are as follows:

Contact Us

We will then set up an appointment for your inventory and go over some pre-visit questions to better determine your needs. We may request to visit your home or business before the appointment to give you a more accurate price quote. We require the homeowner to be present during the inventory. Evening and weekend appointments are available for your convenience.


Once your inventory package is ready, we will call to set up an appointment and personally deliver it to your home. We’ll review the package, which typically takes approximately 15 minutes and collect the final payment. It typically takes 3 business days to prepare your final package following the on-site inventory.


You will have 14 days to review the reports and inform us of any corrections that need to be made. After 14 days a small fee will apply to perform any updates to your inventory. If would like us to store a copy of your data CD, it will be kept in a bank safe deposit box for additional security.

Review & Deposit

Following the walk-through, we’ll review our service options, confidentiality agreement and payment terms. Our policy is to collect a 50% deposit on the day of your inventory with the balance due upon delivery of the finished product.

Walk Through

Upon arrival for your scheduled appointment, we will request a walk-through or your home. We will ask that you point out items of interest, such as collectibles, items in storage areas, etc. This will provide an opportunity to get to know us and give you a comfort level with having us in your home. The walk-through will also provide us with a better feel for your home contents, the level of detail required & the estimated time required.

Final Package

Following your on-site inventory we will take the recorded data back to our office,upload the photos, and update our secure business software. We will then create your comprehensive inventory package containing printed reports, Data CD and Client Information Package. Please see the ‘Comprehensive Inventory’ section of our site for full details. Any private information that we have on paper will either be shredded or provided to you in your package.

The Inventory

We begin the recording process by going room to room, photographing and recording the details of your belongings (serial numbers, descriptions, etc…). You may be involved as much or as little as you like, although, we do encourage client participation to ensure maximum accuracy. You can help provide the item values as we go or we can sit down following the inventory. We do require you to be present during the documentation of jewelry and any other small, high-priced items you may want us to document.

Once the interior inventory has been completed, we will photograph the exterior of your home. At this point, if you have any outbuildings, we will check the time to ensure that we can complete an inventory of your garage and/or shed.

If documenting outbuildings will cause us to exceed the agreed upon time, you can determine whether we should stop or continue at our hourly rate. We do our absolutebest to finish your home, garage and outbuildings within the time allowed however forgotten items may be discovered during the inventory process, requiring additional time to document.

Call us today and get the protection and peace of mind you deserve!
(615) 821-0240