Run Field Service Pre-Job Site Survey — Free

Job Details and Site Information

Customer/site name confirmed critical (required)

Site address verified critical (required)

Scope of work reviewed with customer critical (required)

Yes No N/A

Primary customer contact identified critical (required)

Planned work date and arrival window confirmed

Note (optional)

Site Hazards and Safety Conditions

Overhead hazards identified critical (required)

Check for low clearances, suspended loads, overhead power lines, or other overhead obstructions.

Yes No N/A

Walking and working surfaces free of slip, trip, and fall hazards critical (required)

Verify access paths, stairs, ramps, and work areas are reasonably clear and safe to traverse.

Yes No N/A

Electrical hazards identified and controlled critical (required)

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.

Yes No N/A

Chemical, dust, or air quality hazards identified critical (required)

Identify exposure risks such as chemicals, fumes, dust, or poor ventilation that may require PPE or additional controls.

Yes No N/A

Required PPE communicated to field team critical (required)

Confirm site-specific PPE such as hard hat, safety glasses, gloves, hearing protection, respirator, or high-visibility vest.

Note (optional)

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.

Yes No N/A

Parking and Access

Vehicle parking location identified critical (required)

Verify where service vehicles may park without blocking traffic, fire lanes, loading docks, or emergency access.

Access route to work area confirmed critical (required)

Confirm the route from parking to the work area, including gates, elevators, stairs, corridors, or restricted areas.

Access restrictions or escort requirements identified critical (required)

Document badge access, security check-in, escort needs, time restrictions, or after-hours entry limitations.

Yes No N/A

Loading/unloading area available

Verify a safe area exists for unloading tools, parts, and equipment without creating a traffic or pedestrian hazard.

Yes No N/A

Permits and Authorizations

Required work permits identified critical (required)

Check for hot work, confined space, energized work, excavation, roof access, or other site-specific permits.

Note (optional)

Permits approved by site authority critical (required)

Confirm permits were reviewed and approved by the site representative or AHJ as required.

Yes No N/A

Required lockout-tagout or isolation steps identified critical (required)

Document whether OSHA 1910.147 / 1926.417-type isolation controls are needed before work begins.

Yes No N/A

Customer Coordination and Readiness

Customer notified of arrival requirements critical (required)

Confirm the customer knows the arrival time, check-in process, and any site rules for the crew.

Yes No N/A

Utilities or equipment shutdowns coordinated critical (required)

Document whether power, water, gas, network access, or process equipment must be isolated or made available.

Yes No N/A

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 critical (required)

Confirm the named contact or alternate will be reachable during the planned work window.

Yes No N/A

Inspector Sign-Off

Overall site survey status critical (required)

Note (optional)

Inspector signature critical (required)

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Run: Field Service Pre-Job Site Survey

Job Details and Site Information

Site Hazards and Safety Conditions

Parking and Access

Permits and Authorizations

Customer Coordination and Readiness

Inspector Sign-Off

Get your results