SITE VISIT

New Assessment

Capture the details now so you don't have to remember them later.

Customer & Project

CustomerService locationAssessment title

What does the customer want done?

Site Notes

Scope / observationsAccess / clearance issuesCustomer requests / preferencesMaterials / parts to price

Measurements

Record anything you'll wish you remembered later.

Don't Leave Without Checking

Relevant dimensions recordedExisting equipment / data plate photographedElectrical requirements checkedPlumbing / fittings checkedAccess and clearance checkedRemoval / disposal consideredPermit / inspection consideredCustomer preferences recordedPossible extra labor identified