Free site survey checklist
A free printable site survey checklist for any UK business that visits a site before quoting: access, measurements, existing services, photos, customer requirements and risks. There is a bathroom and kitchen section as a worked example.
Related: IBIOS Field Scheduler books survey and installation dates against the job, and IBIOS Quote Studio turns supplier PDFs or a photo of a handwritten form into quote lines. See also the free quote template and job sheet.
We store nothing: everything is worked out in your browser. Nothing you type is saved or sent anywhere.
Tick items on screen or print it blank and fill it in on site. Nothing is saved.
Site survey checklist
Access and parking
Measurements
Existing services
Photos
Customer requirements
Risks and hazards
Example: bathroom or kitchen
Surveyed by
Name, signature and date
Customer
Name, signature and date
Frequently asked questions
- What should a site survey cover?
- Access, measurements, existing services, photos, what the customer wants and any risks, so the quote matches the real job.
- Why take photos on a survey?
- Photos settle questions later about what was there before you started, and help whoever does the job plan it without another visit.
- Can I use this checklist for trades other than bathrooms and kitchens?
- Yes. The main sections suit any business that visits a site; the bathroom and kitchen section is an example you can skip.
- Is my checklist saved anywhere?
- No. It stays in your browser tab only, so print it or save it as a PDF before you close the page.
- What happens after the survey?
- You turn what you measured into a quote. IBIOS Field Scheduler keeps survey and installation dates on the job record, and IBIOS Quote Studio reads a supplier PDF or a photo of a handwritten form into quote lines in about 60 seconds, then matches them to your own products.
Keep customers and survey bookings together in IBIOS
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