Field Service Pre-Job Site Survey

Inspection template for completing a pre-job site survey before field service work, covering site hazards, parking and access, permits, and customer coordination.

Job Details and Site Information

• Customer/site name confirmed
• Site address verified
• Scope of work reviewed with customer
• Primary customer contact identified
• Planned work date and arrival window confirmed

Site Hazards and Safety Conditions

• Overhead hazards identified
  Check for low clearances, suspended loads, overhead power lines, or other overhead obstructions.
• Walking and working surfaces free of slip, trip, and fall hazards
  Verify access paths, stairs, ramps, and work areas are reasonably clear and safe to traverse.
• Electrical hazards identified and controlled
  Note exposed conductors, damaged cords, energized equipment, or panel access issues. Reference OSHA 1910 Subpart S / 1926 Subpart K and lockout-tagout requirements where applicable.
• Chemical, dust, or air quality hazards identified
  Identify exposure risks such as chemicals, fumes, dust, or poor ventilation that may require PPE or additional controls.
• Required PPE communicated to field team
  Confirm site-specific PPE such as hard hat, safety glasses, gloves, hearing protection, respirator, or high-visibility vest.
• Emergency equipment and exits identified
  Confirm the location of first aid supplies, fire extinguishers, emergency exits, and assembly points as applicable. Consider NFPA 1 / NFPA 101 site conditions.

Parking and Access

• Vehicle parking location identified
  Verify where service vehicles may park without blocking traffic, fire lanes, loading docks, or emergency access.
• Access route to work area confirmed
  Confirm the route from parking to the work area, including gates, elevators, stairs, corridors, or restricted areas.
• Access restrictions or escort requirements identified
  Document badge access, security check-in, escort needs, time restrictions, or after-hours entry limitations.
• Loading/unloading area available
  Verify a safe area exists for unloading tools, parts, and equipment without creating a traffic or pedestrian hazard.

Permits and Authorizations

• Required work permits identified
  Check for hot work, confined space, energized work, excavation, roof access, or other site-specific permits.
• Permits approved by site authority
  Confirm permits were reviewed and approved by the site representative or AHJ as required.
• Required lockout-tagout or isolation steps identified
  Document whether OSHA 1910.147 / 1926.417-type isolation controls are needed before work begins.

Customer Coordination and Readiness

• Customer notified of arrival requirements
  Confirm the customer knows the arrival time, check-in process, and any site rules for the crew.
• Utilities or equipment shutdowns coordinated
  Document whether power, water, gas, network access, or process equipment must be isolated or made available.
• Site readiness issues identified
  Note any missing prerequisites such as cleared work area, access keys, escorts, parts staging, or customer approvals.
• Customer contact available on day of work
  Confirm the named contact or alternate will be reachable during the planned work window.

Inspector Sign-Off

• Overall site survey status
• Inspector signature