Templates โ€บ Pre-Quote Site Inspection Form

๐Ÿ” Pre-Quote Site Inspection Form

Document site conditions before quoting โ€” protect yourself from 'you didn't say it would cost that' disputes.

How to use: Complete on-site before preparing your quote. Have the customer sign to confirm conditions sighted. All fields are editable โ€” click any text to change it.

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SITE INSPECTION FORM
Ref: SI-001
Date: 2026-01-01
Tradie: Your Name
Client Name
Phone / Email
123 Inspection Road, Suburb, City
Describe what the client wants done...
ItemY / N / N/ANotes
Safe vehicle/equipment accessY
Existing damage or defects notedN
Asbestos / hazardous materials riskN
Services (power/water/gas) locatedY
Height or confined space work requiredN
Photos taken of existing conditionsYFiled under job ref
Other
Record dimensions, quantities, special requirements, or any conditions that will affect the quote...
Note anything that could affect cost, timeframe, or health and safety...
Client acknowledgement: By signing below, the client confirms they were present during this inspection and that the site conditions noted above are accurate to the best of their knowledge.
Tradie / Date
Client (site conditions confirmed) / Date

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