Field Service Pre-Job Site Survey
Plan field work before arrival with a clear site survey that captures hazards, access, permits, and customer requirements. Reduce delays, improve crew readiness, and document approval in one place.
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Built for: Field Service · Utilities · Facilities Management · Construction · Industrial Services
What's inside this template
Job Details and Site Information
- Job scope and location confirmed
- Site contact identified and reachable
- Work hours and access window verified
- Special site instructions reviewed
- Reference documents available
Site Hazards and Safety Conditions
- Trip, slip, and fall hazards identified
- Overhead or underground hazards identified
- Traffic or pedestrian exposure assessed
- Weather or environmental conditions acceptable
- PPE requirements identified
Parking and Access
- Parking location identified
- Access route to work area confirmed
- Gate, badge, or escort requirements confirmed
- Loading/unloading area suitable
Permits and Authorizations
- Required permits identified
- Permit copies available on site
- Work authorization approved by customer
- Permit conditions reviewed with crew
Customer Coordination and Readiness
- Customer expectations reviewed
- Work area prepared by customer
- Customer concerns or constraints documented
- Inspector signature
Common use cases
Frequently asked questions
When should this pre-job site survey be completed?
Complete it before the crew arrives on site or before work starts, so access issues and safety risks can be resolved early. It is especially useful for jobs with permits, escorts, or customer-specific restrictions.
Who should use this template?
Field service managers, supervisors, technicians, and inspectors can use it to confirm site readiness. It also works well for customers who need a documented pre-work approval process.
What does this template help prevent?
It helps prevent missed permits, blocked access, unsafe work conditions, and confusion about customer expectations. That reduces delays and lowers the chance of starting work without the right controls in place.
Can this template be used for different job types?
Yes, it can be adapted for maintenance, installation, repair, and inspection visits. The sections are broad enough to fit most field service work while still capturing the key site-specific details.
Does this template support sign-off?
Yes, it includes inspector signature so the survey can be formally approved and stored as a record. That makes it easier to show the site was reviewed before work began.
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