Free template

Site visit checklist template

Capture everything a remodeler needs on the first site visit so the scope and estimate are right the first time.

Includes

• Room measurements and photos to capture
• Existing conditions and access notes
• Utility, panel, and shutoff locations
• Client priorities and budget signals
• Scan / takeoff capture reminders

Copy/paste starter structure

Client goals:
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Room measurements and scan status:
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Photos captured:
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Utilities / access / constraints:
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Risk notes:
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Follow-up items:
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Example output

• Capture: room photos, ceiling height, fixture walls, panel, shutoffs, transitions, access path.
• Client priorities: tub-to-shower conversion, storage, brighter lighting, durable finishes.
• Follow-up: verify exhaust route, wall cavity, subfloor condition, and allowance choices.