How to use the Site-Visit Checklist

What this checklist is

This one is built by Highlands Carpentry, for the visit before a window or door quote. It is the list of things you always have to measure and always have to check, in the order you would walk the house anyway.

The point is what happens when you finish it. Every measurement you took comes back out as an email your supplier can price from and a sheet you can quote off — so the drive back is not spent typing up what is already in your hand.

Step by step

1. 1

   Start one

   Open the Site-Visit Checklist and start a new one — or open it from the job you are visiting, in which case the customer and address are already filled in and the finished checklist files itself back against that job.
   New

   14 Maple AveDone

   9 Oak StIn progress
2. 2

   Job details first

   Who it is for, where, and what they are asking for. Do it while you are still parked — the top of the form is the bit you will not want to be filling in one-handed on a ladder.
   Marguerite Okoye14 Maple AveFull replacement — 3 + 1
3. 3

   Check the site

   The standing questions before anyone measures anything: can you actually reach the openings, is there somewhere to park and stage, does this house need a lead or asbestos assessment first. Each one takes a note, so a yes with a caveat is not recorded as a plain yes.
   Access to openings is clearYes

   note…

   Parking / staging availableYes

   note…

   Lead or asbestos assessmentN/A

   note…
4. 4

   Measure every opening

   One block per window and one per door — location, type, rough opening, jamb depth, handing, trim, hardware, interior and exterior finish. Add as many as the house has. Values you use over and over are offered back to you, so the third casement is quicker than the first.
   Window 2Casement

   Front bedroom34½ × 51Jamb 4⁹⁄₁₆Int: whiteExt: bronzeBrickmould

   Add opening
5. 5

   Photograph everything

   Inside and outside, every opening. This is the section you will thank yourself for when the supplier asks a question three weeks later and nobody can remember what the sill looked like.
   Interior & exterior, every opening
6. 6

   Get it signed

   The customer signs on your phone before you leave. That signature is what makes the measurements an agreed record of the visit rather than your word for it.
   Customer signature

   Finish
7. 7

   What comes out

   Finishing produces two things. An email to your supplier, written out opening by opening, ready to send. And a pricing sheet — one row per opening with everything you measured — that you can quote from or copy into a spreadsheet.
   Supplier

   Pricing sheet
8. 8

   Turn it into a quote, or hand it to someone else

   A finished checklist can become an Estimator draft with the openings already listed, so you are pricing rather than retyping. You can also send a blank one out as a link — a crew member or the homeowner fills it in on their own phone, no account needed, and their name is stamped on what comes back.
   fieldstoneapp.com/checklist/4b1e…

   Send to crewMake an estimate