Planner Name

Project Number

Quote Due Date
Customer Power on Date

Customer Contact Details (Preference)

Temp Check

Vulnerable Customer

Job Type

Construction Coordinators Name

Date & Time of Visit
TM Type & Requirements

TM Other

Customer Requires Call Back

Date Customer Requires Call Back

Way Leaves Required

Planner Requirements


Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.