On-Site Assessment / Site Visit Checklist
Document assessment findings, observed issues, severity ratings, and recommendations before issuing final scope of work or pricing.
Complete and download the PDF before creating an account
When to use and what to include
Complete checklist steps online, then generate a documented PDF record. Use this during the first visit to a job site, before quoting or proposing work, to systematically document existing conditions, access issues, measurements, and anything that will affect your scope of work and pricing.
What to include
- Site address, date of visit, assessor name, and the customer contact who was present during the walkthrough.
- Existing conditions checklist specific to the work type: measurements, photos of current state, age and condition of existing systems, and visible code violations or hazards.
- Access and logistics notes: parking availability, equipment staging area, dumpster placement options, utility shutoff locations, and any HOA or building management restrictions.
- Follow-up actions with dates: quote to be delivered by, additional information needed from the customer, and any inspections or permits to research before quoting.
Common questions
- Can I run this On-Site Assessment / Site Visit Checklist online during site review?
- Yes. Check items, add notes, and capture findings in the guided form while on-site.
- Can I save this On-Site Assessment / Site Visit Checklist for recurring audits?
- Yes. With an account, save it and reuse the same checklist structure for periodic inspections.
- Should I charge for a site visit?
- Choose a fee policy based on travel, time, and assessment complexity, and state the amount and whether it is credited toward later work before the visit.
- What should I review before using the completed On-Site Assessment / Site Visit Checklist?
- Review the parties, job or property details, dates, amounts, notes, and signatures entered in the On-Site Assessment / Site Visit Checklist. Confirm that the PDF matches the underlying job or agreement and any legal, tax, technical, filing, or notice requirements that apply to the location.