This initial site visit template helps insurance and restoration teams record essential details after a property incident. Capture title page information, policyholder and insurer details, peril type, visit participants, and enabling requirements such as key safe access, parking restrictions, congestion charge, and ULEZ zone. Record whether asbestos testing is required and provide notes. Document inspection findings including property description, damage overview, and external works with supporting photos. Include mechanical and electrical information, note if an EICR or plumbing report is required, and attach photos. For each area or room, record location, dimensions, ceiling, walls, floor, joinery, gloss work, and other observations, with photos. Dedicated sections cover kitchen and bathroom details including fixtures, appliances, finishes, and measurements. Add any additional information to complete the report.
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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.