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Client Information Report Template

by Sean Glossop, from the Community

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Capture client and property details for building surveys with this checklist. Record resident contact info, address, property type and age, survey type and reason, site images and notes. Document insulation extraction needs, loft conditions, measurements, DPC distances, ventilation, heating, and protected species. Summarize findings and standardize reporting for faster, consistent site assessments.

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About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.