Template

On Site Instruction Template

by Jared Langford, from the Community

30+

Use this On Site Instruction template to guide and document field work on any job site. Capture company and client details, site location, brief scope, equipment lists, required start methods and essential tools. Record technician and apprentice normal and after-hours time, materials and cable used, plus photos and comments to support the memo. Standardize onsite handovers and keep clear records.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

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.

Template
Job Instruction Template
Use this Job Instruction template to standardize work orders and document job details on site. Capture client and site information, job numbers, instruction date and time, and who issued the instruction. Record completed and outstanding work, labor on site with dates and times, materials and plant used, and shift or additional notes. Add site images for context and obtain a completion sign off with a signature to verify satisfactory work. Ideal for field, construction, and maintenance teams needing clear, auditable job records.
by Jordan Grant, from the Community
Downloads: 0
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Template
Request for Quote Template
Use this Request for Quote template to standardize how you gather pricing and scope for technical service work. Capture company and client details, site information, brief scope, equipment make and model, power requirements, BMS control and start method. Record technician and apprentice hours for normal and after hours, list required materials, cables and equipment, and attach clear photos and comments to support the request. This RFQ format helps teams compare offers, estimate costs accurately and communicate requirements to vendors with clarity.
by Jared Langford, from the Community
Downloads: 20+
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Template
IB Site Instruction
Use this site instruction form to document and authorize additional work requested outside the original quote on construction projects. Record discussion details, site address, date and time, people present, and clear instructions from client to builder. Capture signatures from both the client and an Irving Builders representative to formalize changes and maintain an auditable record. Ideal for variation control, scope changes, and on-site approvals.
by Faye Meades, from the Community
Downloads: 30+
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Template
CSA Site Inspection Checklist
This CSA site inspection template helps teams document construction site activity and conditions. Capture project details such as client or site, job number, date and time, and note whether a contractor and site foreman are present. Record a brief description of work being undertaken, attach site photos, and keep a clear audit trail for compliance and communication. Use it to standardize inspections across projects, improve visibility, and support quality and safety practices on site. Adapt fields to match your scope and local requirements.
by Mark Bilney, from the Community
Downloads: 0
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Job Instruction Template

Use this Job Instruction template to standardize work orders and document job details on site. Capture client and site information, job numbers, instruction date and time, and who issued the instruction. Record completed and outstanding work, labor on site with dates and times, materials and plant used, and shift or additional notes. Add site images for context and obtain a completion sign off with a signature to verify satisfactory work. Ideal for field, construction, and maintenance teams needing clear, auditable job records.

by Jordan Grant, from the Community

Get

Template

Request for Quote Template

Use this Request for Quote template to standardize how you gather pricing and scope for technical service work. Capture company and client details, site information, brief scope, equipment make and model, power requirements, BMS control and start method. Record technician and apprentice hours for normal and after hours, list required materials, cables and equipment, and attach clear photos and comments to support the request. This RFQ format helps teams compare offers, estimate costs accurately and communicate requirements to vendors with clarity.

by Jared Langford, from the Community

20+

Get

Template

IB Site Instruction

Use this site instruction form to document and authorize additional work requested outside the original quote on construction projects. Record discussion details, site address, date and time, people present, and clear instructions from client to builder. Capture signatures from both the client and an Irving Builders representative to formalize changes and maintain an auditable record. Ideal for variation control, scope changes, and on-site approvals.

by Faye Meades, from the Community

30+

Get

Template

CSA Site Inspection Checklist

This CSA site inspection template helps teams document construction site activity and conditions. Capture project details such as client or site, job number, date and time, and note whether a contractor and site foreman are present. Record a brief description of work being undertaken, attach site photos, and keep a clear audit trail for compliance and communication. Use it to standardize inspections across projects, improve visibility, and support quality and safety practices on site. Adapt fields to match your scope and local requirements.

by Mark Bilney, from the Community

Get

On Site Instruction Template

About author

You might also like

Job Instruction Template

Request for Quote Template

IB Site Instruction

CSA Site Inspection Checklist

You might also like

Job Instruction Template

Request for Quote Template

IB Site Instruction

CSA Site Inspection Checklist