Smart Building Assessment, Planning & Quotation Pro v1.0

Professional Digital Tool v1.0

Smart Building Assessment, Planning & Quotation Pro™

Assess smart building opportunities, plan IoT devices and automation upgrades, estimate installation costs, generate customer quotations, and create branded proposal reports.

Company Profile

Save your business details and logo. This appears on reports and quotes.

Company Name

Contact Person

Phone / WhatsApp

Website

Upload Logo

Pricing Profile

Save default smart building pricing once, then apply it to quotes.

Default Smart Plug Cost ($)

Default Smart Switch Cost ($)

Default Sensor Cost ($)

Default Smart Lock Cost ($)

Default Thermostat / Controller Cost ($)

Default IoT Hub / Gateway Cost ($)

Default Misc. Materials ($)

Default Labor Rate Per Hour ($)

Default Tax / VAT Rate (%)

Default Markup (%)

Equipment Profile

Save equipment names/models so they appear in the customer quotation.

Smart Plug

Smart Switch / Relay

Sensor

Smart Lock

Thermostat / Controller

IoT Hub / Gateway

Network / Wi-Fi Support

Misc. Materials

Project Info

Client / Business Name

Site Location

Technician / Consultant

Assessment Date

Smart Building Assessment

Property Type

Project Type

Smart Plugs

Smart Switches / Relays

Sensors

Smart Locks

Thermostats / Controllers

IoT Hubs / Gateways

Current Wi-Fi Condition

Automation Priority

Planning & Cost Inputs

Smart Plug Unit Cost ($)

Smart Switch Unit Cost ($)

Sensor Unit Cost ($)

Smart Lock Unit Cost ($)

Thermostat / Controller Unit Cost ($)

Hub / Gateway Unit Cost ($)

Network / Wi-Fi Support Allowance ($)

Misc. Materials ($)

Labor Rate Per Hour ($)

Tax / VAT Rate (%)

Markup (%)

Quote Valid For (Days)

Problem Areas & Notes

Main Smart Areas

Existing Devices / Systems

Additional Notes

Generate Proposal & Quote

Smart Building Assessment, Planning & Quotation Proposal

Prepared For:

Project Location:

Proposal Date:

Quote #:

Company Name

Smart Building Assessment, Planning & Quotation Proposal

Client & Project Information

Client:
Location:
Date:
Prepared By:

Executive Summary

Project Overview

Assessment Findings

Site Conditions

Total Smart Devices

Recommended Smart Building Scope

Equipment Checklist

Device, Network & Labor Estimate

Smart Devices0

Hubs/Gateways0

Network SupportNo

Labor0 hrs

Installer Checklist

Verify Wi-Fi coverage and signal strength in all smart device areas.
Confirm device compatibility with Wi-Fi, Matter, Zigbee, Z-Wave, Bluetooth, or selected hub platform.
Confirm power requirements, switch wiring, neutral wire availability, and mounting locations where applicable.
Label and document installed devices, zones, rooms, and automation rules.
Test each device, alert, scene, and automation before handover.
Train the customer on basic app control, schedules, notifications, and safe usage.

Client Summary

Customer Quotation

Quote #: | Valid For: days

Item	Qty	Unit Price	Total

Subtotal$0.00

Markup$0.00

Tax / VAT$0.00

Grand Total$0.00

Terms & Approval

Terms & Conditions

Quotation is based on information available at the time of assessment/planning.
Final device locations, Wi-Fi coverage, platform compatibility, wiring conditions, electrical requirements, and installation conditions must be verified on site.
Additional work, network upgrades, electrical work, subscription services, cloud accounts, customer-requested changes, or after-hours work may affect final pricing.
Smart building and IoT installations should follow applicable local standards, manufacturer requirements, cybersecurity best practices, and professional installation practices.

Customer Approval

This section may be used after the customer reviews the proposal.

Customer Name / Signature

Date

Note: This planner provides preliminary estimates only. Final site conditions, device compatibility, wiring, internet reliability, and network coverage should be confirmed before installation.

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