Site Visit Report
A site visit report for any trade: purpose, people met, observations with photos, what was agreed, and follow-up actions with owners and dates. Signed on site. Free to start.
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.
What happens when it's submitted
- Email the visit report to the customerEmails a branded PDF
- Route quotes to the officeFlags for review · Notifies the office
- Schedule return visitsFlags for review · Notifies the office
Site Visit Report, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
What's on the form
All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.
Visit
- Customer / siteRequiredcustomer lookup
- Site addressaccount field
- Visit dateRequireddate
- Arrival timeRequiredtime
- Departure timetime
- Visited byRequiredemployee lookup
- Location stampGPS stamp
- Purpose of the visitRequireddropdown
- What prompted the visitRequiredtextarea
People & observations
- People metrepeating section
- Site accessRequireddropdown
- What you observedRequiredtextarea
- PhotosRequiredphoto
- Measurements or readings takentextarea
- Hazards or site conditions to noteRequiredtoggle
- Hazard detailConditionaltextarea
Outcome
- What was agreedRequiredtextarea
- Actionsrepeating section
- Quote or estimate requiredRequiredtoggle
- Scope to quoteConditionaltextarea
- Return visit neededRequiredtoggle
- When and what forConditionaltext
- Client representative nametext
- Client signaturesignature
- Our signatureRequiredsignature
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.