Template

Client Inspection Audit Checklist

by Dallas Cooper, from the Community

Use this client inspection audit checklist to plan and review monthly client visit requirements, record brands or services audited, capture who conducted the audit, and verify that inspections are completed correctly. Standardize documentation, track how many inspections were done, and flag issues for follow-up to maintain quality and compliance across healthcare clients and staffing providers.

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
Existing Client Onboarding Audit
This existing client onboarding audit template helps teams confirm that all current clients have completed required safety assurance questions and submitted core WHS documentation. It includes sections to record brand (e.g., VNS, NNA, Edmen, Carestaff, Swingshift, First Choice), audit date, and preparer. Auditors verify how many clients have completed safety assurance, sample five clients per brand, and check that six documents are received and stored: safety management system or plan, WHS policy, site-specific induction or training, internal audits, consultation processes, and incident and injury reporting. Use this to standardize reviews, close gaps, and ensure compliant client onboarding.
by Dallas Cooper, from the Community
Downloads: 0
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Template
Vista Facilities Client Sign Off Form
This Vista Facilities Client Sign Off form helps contractors and clients verify that works have been completed to standard. Record site details, confirm completed tasks, attach photos of finished work, note any follow-up actions, and collect both contractor and client signatures. Ideal for facilities maintenance and service providers to ensure quality, transparency, and a clean handover at the end of each job.
by Daniel McCreadie, from the Community
Downloads: 10+
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Template
Litter Picking and Bin Emptying Services
This template helps grounds and facilities teams document litter picking and bin emptying services. Record client and site details, the date and location, and operatives on site. Confirm whether all areas were litter picked, note if bins were emptied and how many, and indicate if kerb edges were brushed. Attach photos of completed works and capture operative sign-off. Use it to standardize service quality, provide an audit trail, and communicate satisfaction to clients.
by Martin Butler, from the Community
Downloads: 10+
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Template
LCX Client Inspection Report F226 V1.2
This LCX Client Inspection Report template (F226 V1.2) helps contractors and housing providers document site inspections and post-installation issues. Capture client details, property address, resident contacts, and inspection dates. Record who conducted the report, summarize findings, and log areas inspected with photos, comments, and recommendations. Investigate issues related to loft insulation, cavity wall insulation (CWI), extraction fans, and persistent defects after works. Support multi-property visits and flag if further inspections are required. Designed to standardize reporting and improve follow-up actions across housing and construction projects.
by Vinnie Stokes, from the Community
Downloads: 10+
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Existing Client Onboarding Audit

This existing client onboarding audit template helps teams confirm that all current clients have completed required safety assurance questions and submitted core WHS documentation. It includes sections to record brand (e.g., VNS, NNA, Edmen, Carestaff, Swingshift, First Choice), audit date, and preparer. Auditors verify how many clients have completed safety assurance, sample five clients per brand, and check that six documents are received and stored: safety management system or plan, WHS policy, site-specific induction or training, internal audits, consultation processes, and incident and injury reporting. Use this to standardize reviews, close gaps, and ensure compliant client onboarding.

by Dallas Cooper, from the Community

Get

Template

Vista Facilities Client Sign Off Form

This Vista Facilities Client Sign Off form helps contractors and clients verify that works have been completed to standard. Record site details, confirm completed tasks, attach photos of finished work, note any follow-up actions, and collect both contractor and client signatures. Ideal for facilities maintenance and service providers to ensure quality, transparency, and a clean handover at the end of each job.

by Daniel McCreadie, from the Community

10+

Get

Template

Litter Picking and Bin Emptying Services

This template helps grounds and facilities teams document litter picking and bin emptying services. Record client and site details, the date and location, and operatives on site. Confirm whether all areas were litter picked, note if bins were emptied and how many, and indicate if kerb edges were brushed. Attach photos of completed works and capture operative sign-off. Use it to standardize service quality, provide an audit trail, and communicate satisfaction to clients.

by Martin Butler, from the Community

10+

Get

Template

LCX Client Inspection Report F226 V1.2

This LCX Client Inspection Report template (F226 V1.2) helps contractors and housing providers document site inspections and post-installation issues. Capture client details, property address, resident contacts, and inspection dates. Record who conducted the report, summarize findings, and log areas inspected with photos, comments, and recommendations. Investigate issues related to loft insulation, cavity wall insulation (CWI), extraction fans, and persistent defects after works. Support multi-property visits and flag if further inspections are required. Designed to standardize reporting and improve follow-up actions across housing and construction projects.

by Vinnie Stokes, from the Community

10+

Get

Client Inspection Audit Checklist

About author

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Existing Client Onboarding Audit

Vista Facilities Client Sign Off Form

Litter Picking and Bin Emptying Services

LCX Client Inspection Report F226 V1.2

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Existing Client Onboarding Audit

Vista Facilities Client Sign Off Form

Litter Picking and Bin Emptying Services

LCX Client Inspection Report F226 V1.2