Information

  • Site Report

  • Customer Name & Reference

  • Adjuster Reference

  • Contractor

  • Site Address
  • Visit Date

  • Weather at time of visit

  • People Present

  • Prepared by

Site Report

  • Add up to date photo of front elevation

  • Were you able to gain safe access to the property?

Site inspection report

  • Is the property clean, tidy & safe?

  • Has Health & Safety information been left at the site?

  • Any other H&S Comments?

  • Enter full details here

Present Position

  • Progress / activity on site since previous report

  • Add progress photos

On Site Progress

  • Scheduled Works completion date

  • Is the project on plan?

  • Is a valid extension of time required?

  • Record valid reasons for the extension of time

  • Proposed duration for extension of time in weeks

  • Enter revised scheduled completion date after extension of time

  • Complete extension of time certificate and issue with report

  • Enter reasons why not a valid request for an extension of time

  • Formally inform contractor of reasons why not a valid extension of time and record on file

Planned activity

  • Overview of planned activity in next two weeks

  • Decisions / Choices req'd:

Variations

  • Is a variation to the contract required?

Variation Request

  • Is it a valid variation?

  • Enter details of why variation is not valid

  • Formally notify contractor in writing by copy of this report why variation is not valid

  • Add photos of variation items / areas

  • Variation details

  • Variation required

Variation request

  • Enter details of variation

  • Enter estimated cost of variation in £'s

  • A formal contract instruction will be issued shortly

  • Add photos of variation items / areas

Valuations

  • Is a valuation required / requested by the contractor?

Valuation request

  • Is it a valid valuation?

  • Enter details of why valuation is not valid

  • Formally inform contractor by copy of this report why valuation is not valid

  • Enter details of valuation

  • Enter Valuation figure in £'s

  • Payment Certificate to be produced and issued with a formal payment / financial update report

Action plan following this visit

  • Please provide details of any actions / choices that are required in order to progress the repairs, when this needs to be done and who needs to action this.

    If actions are required then tap on the "Add Action required" button. For each additional action either hit that button again or tap the "+ Add" button.

  • Action plan details

  • Action required
  • What needs to be done next in order to move this repair forward?

  • Specify the person / party responsible for this action

  • Detail who this is

  • When does action need to be taken by?

Any additional comments

  • Please take photos of all rooms and external areas

Sign Off

  • Surveyor

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.