Template

Customer Site Audit Checklist

by Alan Power, from the Community

This Customer Site Audit checklist helps field engineers and ASMs evaluate customer workshops and offices. It covers housekeeping, tool compliance and PAT, PPE, COSHH storage and datasheets, LOLER documentation and scheduling, waste disposal, stock control and returns, and vehicle and personal presentation. Use it to capture findings, verify certifications, check PM planners and certificates, and log corrective actions to maintain safety and quality standards.

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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
Service Engineers Site Inspection Checklist
This service engineers site inspection checklist helps field technicians and supervisors assess safety and compliance on customer sites and plant rooms. It covers PPE, working at height (ladders, towers, MEWPs, harness use), plant and access conditions, electrical safety and lockout, hot works and permits, gas works competency and documentation, lifting equipment and barriers, COSHH and hazardous substance controls, housekeeping and storage (including cylinders), welfare facilities, reporting of incidents and near misses, asbestos awareness, and vehicle readiness. Use it to standardize inspections, capture evidence, and ensure hazards are identified and controlled before and during maintenance tasks.
by Shaun Tribbeck, from the Community
Downloads: 10+
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Template
Liberty Gas Engineer Audit Checklist
This gas engineer audit checklist helps supervisors assess field operatives across safety, quality, and compliance. It covers operative appearance and ID, PPE availability and condition, hand and power tools including PAT and calibration, work at height equipment and ladder registers, site housekeeping and public protection, COSHH controls and documentation, and vehicle inspections from lights and tyres to first aid kits and extinguishers. It also verifies gas safety tasks such as tightness tests, meter and boiler inlet pressures, and electrical safety checks. The template includes sections for documentation, customer satisfaction, and signatures to capture accountability and follow-up actions.
by Mat Smith, from the Community
Downloads: 30+
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Template
Monthly Health and Safety Audit Checklist
Conduct a comprehensive monthly health and safety audit across offices, workshops, and site areas. This checklist covers pre-audit checks, lighting, emergency lighting, fire exits and alarms, first aid and HSE postings, PPE suitability and training, manual handling practices and aids, staff training and supervision, general workshop safety, compressed air and gas cylinder handling, chemicals management with COSHH and SDS, fire and emergency evacuation readiness, racking and storage, ladders and access equipment, tool condition and use, machinery guarding and isolation, and lifting equipment inspections. Use it to identify hazards, verify compliance, and assign corrective actions with documented confirmation.
by Claudia Garcia, from the Community
Downloads: 0
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Template
Health and Safety Compliance Management Audit
Use this annual Health and Safety compliance audit to assess village and residential care operations. It covers first aid and AED readiness, policies and certificates, gas and electrical testing, LOLER and emergency lighting, fire systems and doors, risk assessments and water safety, chemicals and COSHH, contractor controls and permits to work, DSE and building safety, wellbeing and pharmacy storage, equipment and machinery checks with training, pest control, fleet compliance, PPE, tree and ladder inspections, kitchen food safety, housekeeping, and laundry.
by Emma Snelling, from the Community
Downloads: 0
Get

Service Engineers Site Inspection Checklist

This service engineers site inspection checklist helps field technicians and supervisors assess safety and compliance on customer sites and plant rooms. It covers PPE, working at height (ladders, towers, MEWPs, harness use), plant and access conditions, electrical safety and lockout, hot works and permits, gas works competency and documentation, lifting equipment and barriers, COSHH and hazardous substance controls, housekeeping and storage (including cylinders), welfare facilities, reporting of incidents and near misses, asbestos awareness, and vehicle readiness. Use it to standardize inspections, capture evidence, and ensure hazards are identified and controlled before and during maintenance tasks.

by Shaun Tribbeck, from the Community

10+

Get

Template

Liberty Gas Engineer Audit Checklist

This gas engineer audit checklist helps supervisors assess field operatives across safety, quality, and compliance. It covers operative appearance and ID, PPE availability and condition, hand and power tools including PAT and calibration, work at height equipment and ladder registers, site housekeeping and public protection, COSHH controls and documentation, and vehicle inspections from lights and tyres to first aid kits and extinguishers. It also verifies gas safety tasks such as tightness tests, meter and boiler inlet pressures, and electrical safety checks. The template includes sections for documentation, customer satisfaction, and signatures to capture accountability and follow-up actions.

by Mat Smith, from the Community

30+

Get

Template

Monthly Health and Safety Audit Checklist

Conduct a comprehensive monthly health and safety audit across offices, workshops, and site areas. This checklist covers pre-audit checks, lighting, emergency lighting, fire exits and alarms, first aid and HSE postings, PPE suitability and training, manual handling practices and aids, staff training and supervision, general workshop safety, compressed air and gas cylinder handling, chemicals management with COSHH and SDS, fire and emergency evacuation readiness, racking and storage, ladders and access equipment, tool condition and use, machinery guarding and isolation, and lifting equipment inspections. Use it to identify hazards, verify compliance, and assign corrective actions with documented confirmation.

by Claudia Garcia, from the Community

Get

Template

Health and Safety Compliance Management Audit

Use this annual Health and Safety compliance audit to assess village and residential care operations. It covers first aid and AED readiness, policies and certificates, gas and electrical testing, LOLER and emergency lighting, fire systems and doors, risk assessments and water safety, chemicals and COSHH, contractor controls and permits to work, DSE and building safety, wellbeing and pharmacy storage, equipment and machinery checks with training, pest control, fleet compliance, PPE, tree and ladder inspections, kitchen food safety, housekeeping, and laundry.

by Emma Snelling, from the Community

Get

Customer Site Audit Checklist

About author

You might also like

Service Engineers Site Inspection Checklist

Liberty Gas Engineer Audit Checklist

Monthly Health and Safety Audit Checklist

Health and Safety Compliance Management Audit

You might also like

Service Engineers Site Inspection Checklist

Liberty Gas Engineer Audit Checklist

Monthly Health and Safety Audit Checklist

Health and Safety Compliance Management Audit