Sample visit report, for illustration.

This is how information from each visit can be organised. Your own checklist and report are agreed in writing during the assessment.

SAMPLE: an illustration only, not a real document or a real client.

Visit report

FieldExample
PropertyExample property (no real client)
Visit dateDate of the visit
Named contactName of the contact
Report sent toRecipients named in the written scope
Visit byCrew lead

Tasks in the written scope

Visible concerns noted

  • Anything seen on site that the contact should know about, for example a damaged plant, an access problem or standing water.

This is a record of completed work and visible concerns. It is not a technical inspection certificate.

Photos

Two to four photos of completed tasks, with the area named. (Photos are not shown here: this sample uses no real client.)

Extra work

Anything outside the written scope is listed here as a suggestion and is approved and priced on its own before it is done.

Estimate Call Text