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Site Visit Form Template

Streamline Your Site Visit Reporting Process

Conducting meticulous site visits can be a challenging task when it comes to capturing vital insights. This site visit form template is designed for professionals like you, helping you create thorough and organized reports effortlessly. With this template, you can easily document your findings, track progress over multiple visits, streamline communication with your team, and enhance project accountability, all while maintaining compliance with industry standards. Explore how this template can simplify your reporting process.

What is your full name?
What is your email address?
What is your phone number?
What is your preferred contact method?
Phone
Email
Text message
No preference
Business or organization name (if applicable)
Are you booking on behalf of a business or organization?
Yes
No
What is the full site address for the visit?
On-site contact name (if different from requester)
Briefly describe the issue, goal, or scope for this visit
Which service(s) do you want assessed during the visit?
Please Specify:
What type of property is this?
Single-family home
Apartment/Condo
Multi-unit residential
Commercial/Retail
Office
Industrial/Warehouse
Institutional (e.g., school, hospital)
Land/Outdoor area
Other
Please Specify:
What is the current occupancy status?
Occupied
Vacant
Under construction/renovation
Unknown/Not sure
Are there pets on site?
Yes
No
Access and safety notes (e.g., gate or lockbox code, entry instructions, hazards, PPE requirements)
What parking is available for the visit?
Free on-site parking
Street parking available
Paid parking garage/lot
Loading zone access
No parking on site
Not sure
Preferred visit date
Preferred time window
Early morning (7-9am)
Morning (9am-12pm)
Afternoon (12-3pm)
Late afternoon (3-6pm)
Evening (after 6pm)
Flexible/Any time
Weekend only
How flexible are you with the scheduled time?
Fixed to this time
Somewhat flexible
Flexible
What is your current budget range (if known)?
No budget set yet
Under $1,000
$1,000-$5,000
$5,001-$10,000
$10,001-$25,000
Over $25,000
When would you like work to start after the visit?
As soon as possible
Within 2 weeks
Within 1 month
1-3 months
More than 3 months
Undecided
Anything else we should know before the visit?
How did you hear about us?
Search engine
Social media
Online ad
Friend/Family referral
Contractor/Partner referral
Repeat customer
Event/Trade show
Other
Please Specify:
I consent to be contacted regarding this site visit request.
Yes
No
Type your full name to sign
Signature date
I authorize a representative to visit the site at the scheduled time and understand access must be safe and lawful.
Yes
No
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Paper art illustration depicting a site visit form template for FormCreatorAI article

When to use this form

Use this form when you need a clear, consistent record of on-site observations. It helps project managers verify construction progress, facility leaders document safety and maintenance issues, and consultants capture compliance checks. For building work, pair it with the Building inspection checklist form to log areas inspected and defects found. During routine walkthroughs, the Facility walkthrough checklist form can guide what to look for while this form records who attended, time on-site, and evidence collected. You can also use it after a contractor handover to confirm punch items, photos, and approvals. The result is a reliable visit report you can share, track, and act on.

Must Ask Site Visit Questions

  1. What is the purpose and scope of this visit?

    This sets clear objectives and boundaries so your notes stay focused. It also makes it easier to compare outcomes across projects and report consistently.

  2. Which areas and systems did you inspect, and were they accessible?

    This confirms coverage and flags access limits that could skew findings. It supports follow-ups and shows exactly what was in scope.

  3. What conditions, hazards, or defects did you observe?

    Detailing issues drives risk, cost, and safety decisions. Specific observations help you prioritize fixes and estimate effort.

  4. What photos, measurements, or documents did you collect?

    Evidence speeds approvals and reduces disputes. Attachments also streamline any summary you create in the Inspection report form.

  5. What corrective actions are required, by whom, and by when?

    Owners and due dates turn findings into actions. This also sets a baseline for reinspection and closeout tracking.

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