Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Photos

  • Building Photo - inside of location

  • Building Photo - outside of location

Branding

  • Number of Office Staff

  • Number of Site Staff

  • Number of vehicles

  • Are all office staff branded (new style)

  • Are all site staff branded (new style)

  • Are all vehicles branded (new style)

Software

  • What version of Microsoft Office is running in the office?

  • Is the Member hosted?

  • Is LaserPro installed?

  • Is QuickBooks installed?

  • Is the Document Management System installed?

  • Is LaserDraw installed?

  • Is the PDA function being used?

LaserPro Use

  • Data Entry and Job Logging

  • Quoting

  • Invoicing

  • Purchasing

  • Scheduling

QuickBooks Usage

  • Day to Day Entry

  • Payroll

  • Profit and Loss Reporting Monthly (internally)

  • BAS - handled internally

  • BAS - handled externally

  • Other Reporting Monthly (Laser)

  • Budgets for Financial Year

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.