Title Page

  • Client Name

  • Project Name

  • Project Location
  • Conducted on

  • Prepared by


  • Room Information

  • Room
  • Room Name

  • Room Type

  • Please be advised we will need to arrange a full site survey before we can get back to you with a quote

  • Description of room

  • Room Functionality

  • Room Size (Seats)

  • Room Control

  • Can we take pictures of the room

  • Pictures of room

  • Existing Equipment in Room

  • Please list all existing equipment

  • Pictures of existing equipment

  • Equipment Location

  • Notes


  • When can we install the system

  • Est. Project Start Date

  • Est. Project Completion Date

  • Do you require existing equipment to be decommissioned

  • Do you require existing equipment to be disposed

  • Customer Care

  • Details of Customer Care Requirements

  • Training Requirements

  • Details of Training Requirements

  • Additional Infomation

  • Project Budget

  • Client Acceptance of Need Analysis Capture


  • Selling Currency

  • Mark Up

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.