Site Visit Assignment Template

Use this template when sending a site visit request to a staff member.

Assigned to: _______________________________________________

Client Information

Contact name: (e.g. Mr./Ms. Darren) _______________________________________________

Contact role: (e.g. manager, supervisor, owner) _______________________________________________

Contact phone number: _______________________________________________

Alternative contact (optional — phone or email): _______________________________________________

Site / Property name: (e.g. Walmart on Bank St) _______________________________________________

Site address: _______________________________________________

_______________________________________________

Surface type: ☐ Asphalt ☐ Concrete ☐ Unknown

Access instructions: (gate code, who to check in with on arrival, parking instructions)

_______________________________________________

Deadline — visit the client before: _______________________________________________

Contact the client ASAP to agree on a date to schedule the site visit.

Report back deadline (submit findings by): _______________________________________________

Scope of work:

_______________________________________________

Questions to ask the site contact:

_______________________________________________

(Additional feedback — e.g. “The client mentioned that during the site visit he will show a specific area so that you can provide a quote.”)

_______________________________________________

Regards,