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Altegra Sales Site Survey

by Darren Carless, from the Community

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Use this Altegra Sales Site Survey template to capture pre-quote and pre-installation details on site. Record document, customer, location, and preparer details; equipment make, model, serial, fleet number, and hour meter readings; and requirements across up to four site areas. Finish with a client declaration, job title, full name, and signature to verify accuracy and approval, helping teams scope work, price correctly, and plan installations.

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.