Site visit record template for Building Surveyors

The site visit record is one of the documents that carries the most weight in execution supervision: it records the real status of the work, logs the issues found, and pins down who commits to fixing what and by when. An organized template lets you write it on the spot, or in the minutes right after, without missing any data.

The Excel template includes the fields a complete record needs: project data and record number, date and attendees, a summary of what's been completed since the previous visit, the control points reviewed on this visit, the issues found with their description, and who commits to resolving each one and by what deadline.

It's built to be filled in fast, on site or on the way back to the office. The fields are ordered so the resulting record can be handed straight to the developer and builder, without having to rewrite it afterward.

A standalone Excel record lives apart from the rest of the project: someone has to go dig it up if anyone asks, months later, which visit an issue was found on. In Bloqbase, visit records for each project stay inside the same project as the budget and takeoffs, so an issue tied to a line item can be checked alongside that line item, not in a separate file that has to be tracked down first.

Download the template free with your email, or get in touch if you want every site visit record linked to the project inside Bloqbase.

How to put it to work on a real project

The idea isn't to download another file and forget it in a folder. Use it with a specific case: a pending certificate, a coordination meeting, a cost overrun or a handover to the developer. Fill in the resource with real data from your project, validate the result with your own technical judgment, and keep it as an internal reference to repeat the process next time.