Installation planning
Build the project scope before work begins.
The independent professional confirms property conditions and the requirements for the exact product.
01
Planning step
Identify the structure and every existing layer
Document whether the installation is over concrete, plywood, OSB, plank boards, sleepers, a basement, or a crawl space. Record existing finish floors, underlayments, coatings, adhesives, patches, fasteners, and what must be removed for inspection.
- Concrete, plywood, OSB, or plank substrate
- Basement, crawl space, sleepers, or framed floor
- Existing finish and underlayment layers
- Coatings, adhesive, patches, and fasteners
02
Planning step
Measure flatness, movement, and damage
The exact finish product controls the acceptance criteria. Map high and low areas, deflection, loose panels or boards, damaged edges, cracks, joints, squeaks, rot, delamination, and unsuitable repairs before selecting patching, grinding, fastening, panel replacement, or other work.
- Flatness and floor-height changes
- Movement, deflection, and fastening
- Cracks, joints, damage, and weak areas
- Squeaks, loose boards, and panel condition
03
Planning step
Address moisture and old materials carefully
Moisture-related evaluation depends on the substrate, building, product, adhesive, and project conditions. Old flooring, resilient layers, adhesive, coatings, stains, or damaged material may also require identification or specialized handling before disturbance.
- Required moisture evaluation or control
- Leaks, drainage, ventilation, and site conditions
- Old flooring, adhesive, coating, or residue
- Product-specific compatibility requirements
04
Planning step
Write allowances for concealed conditions
Some conditions remain hidden until removal. The estimate should state what inspection and preparation are included, unit prices or allowances where useful, who authorizes additional work, how changes are documented, and which finish-floor instructions govern acceptance.
- Included inspection and preparation
- Excluded or concealed conditions
- Written approval and pricing method
- Finish-product and manufacturer requirements