CSV

Site Visit Checklist

The survey record that means you never price from memory or make a second trip.

Free, no email required. The file is built in your browser, so nothing you enter into it reaches us.

What is inside

Customer and access details
Measurements and existing conditions
Services, isolation points and known hazards
Parking, waste, welfare and working hours
Photograph list
Customer priorities and decision-maker

Preview

Section,Check,Recorded
Customer,Decision maker present,
Customer,Budget discussed,
Customer,Timescale required,
Access,Parking available,
Access,Permit or charges,
Access,Working hours allowed,
Access,Route for materials,
Property,Age and construction,
Property,Existing condition photographed,
Property,Occupied during works,
Services,Isolation points located,
Services,Existing installation condition,
Services,Meter or supply capacity,
Hazards,Asbestos risk considered,
Hazards,Working at height,
Hazards,Confined or restricted space,
Site,Water and power available,
Site,Toilet and welfare,
Site,Waste storage and removal,
Measure,Key dimensions recorded,
Measure,Photographs taken (list),
Pricing,Unknowns to allow contingency for,
Pricing,Other trades required,
Next step,Quote promised by (date),