Professional planning

Door survey & job packet

Record a single opening, hardware specifications, scope, installation checks and handover notes in a local job packet.

Keep one opening together from the first survey through handover. Work stays in your browser unless you choose to save, export, print, or share it yourself. Use a separate packet for each opening.

This tool records your measurements and shows limited arithmetic. Follow the exact door and hardware manuals and verify site conditions before ordering or installation.

One saved packet per business and browser. Export the current packet before starting another opening. Device saving expires after seven days and is removed on the next visit. Shared browsers can expose saved notes.

Save changes on this device Import a saved packet

Device saving is off. Prepare a packet to check your entries.

Job & opening

Job name or short reference Opening / room identifier Client and contact notes (optional) Site / area (optional) Surveyed by Survey date Recorded job stage All dimensions in this packet Door arrangement Slide direction viewed from track side

Measurements

Use one reference: the highest finished-floor point along the entire travel. Record that datum in notes. Inches accept decimals or fractions such as 36 1/2; millimetres accept decimals. Blank means unknown. No dimensions are assumed.

Clear opening width — top Clear opening width — middle Clear opening width — bottom Clear opening top above datum — left Clear opening top above datum — right Outside casing width Top of casing above datum Maximum trim / baseboard projection from wall Lowest overhead obstruction above datum Available wall run on slide side Floor variation over full travel Datum, obstacles, wall construction, photos and access notes

Door & hardware specification

Copy values from the exact product documentation. Check the reference points used by that manual. This worksheet does not select fasteners or design structural support.

Slab maker / model / finish Track and hanger maker / exact model Manual URL or document reference and revision Specification reviewed by / date Proposed slab width Proposed slab height Proposed slab thickness Specified left overlap of clear opening Specified right overlap of clear opening Specified gap above floor datum Manual-required clearance ABOVE SLAB TOP Proposed rail length Door and capacity weight unit Door weight including fitted hardware Documented system maximum door weight Minimum weight / width, thickness range, wall gap, rail datum, guide, stops, anti-jump, soft-close and fixings

Scope & procurement

Who supplies slab / hardware / finish Agreed work, preparation and exclusions Bill of materials — item, model, quantity, supplier, order status Estimate reference, amount, tax / disposal / travel treatment and validity Changes, approval reference and open decisions

Installation & handover record

These are recorded observations, not signed approvals. Keep unresolved items and the person responsible in the notes. Follow the complete manufacturer checklist.

Wall structure and fixing plan reviewed Slab and complete hardware compatibility reviewed Full travel, floor clearance and obstruction check Stops, anti-jump and bottom guide installed and checked Operation / soft-close / handles / privacy / access checked Care, adjustment contact and warranty documents handed over Installer / date, demonstration, outstanding items and follow-up owner

Current job packet

Exports include client and site notes. Review before sharing.

Preview: Jeff has not finished reviewing this site, and he has notes. The images are AI-generated, not Jeff’s work. His contact details are unset, so the message builder cannot send anything. He is working on it.