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Run: Field Service Pre-Job Site Survey

Field Service Pre-Job Site Survey template helps you confirm site hazards, access, permits, and customer readiness before crews arrive. Use it to catch block...

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Job Details and Site Information

Site Hazards and Safety Conditions

Check for low clearances, suspended loads, overhead power lines, or other overhead obstructions.
Verify access paths, stairs, ramps, and work areas are reasonably clear and safe to traverse.
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.
Identify exposure risks such as chemicals, fumes, dust, or poor ventilation that may require PPE or additional controls.
Confirm site-specific PPE such as hard hat, safety glasses, gloves, hearing protection, respirator, or high-visibility vest.
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

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

Permits and Authorizations

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

Customer Coordination and Readiness

Confirm the customer knows the arrival time, check-in process, and any site rules for the crew.
Document whether power, water, gas, network access, or process equipment must be isolated or made available.
Note any missing prerequisites such as cleared work area, access keys, escorts, parts staging, or customer approvals.
Confirm the named contact or alternate will be reachable during the planned work window.

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