Put the project state and ZIP on your brief
Record the actual Kansas or Missouri address and ZIP. Keep it separate from the mailing address if they differ. We use the project location as the first line of the planning sheet so it stays attached to the room details.
Ask about site visits and travel charges
Ask whether that address is accepted for measurement and installation. Check the travel charge, appointment location and site access questions. A Kansas City metro description needs an address-specific answer before a visit is arranged.
Record the approved scope for this address
Record the approved project location and installed scope in writing. Ask whether a different property address would change the travel or service terms. Save that confirmation with the quote and the current responsible contact.
Keep the next step clear.
Use your checklist to keep open decisions beside the work they affect. Confirm the complete scope and price before booking.