General / any trade
Quote Site Visit template
Capture a customer’s requirements, measurements and access photos before preparing a quotation. UK tradespeople can keep the survey evidence separate from the price and scope they later offer.
Blank printable PDF: Classic style with the JobForms badge. No sign-up needed.
What's on this sheet
JobForms
Quote Site Visit
Job ref: __________
Job details
Job No.
Short answer
Job type
Choose one
□ New work□ Repair□ Upgrade□ Maintenance contract
Customer
Short answer
Site details
Site / address
Short answer
Site contact
Short answer
Contact phone
Phone
Requirements
What the customer wants
Notes
Measurements / quantities
Notes
Materials / equipment needed
Notes
Access
Choose one
□ Easy□ Ladders□ Scaffold / tower□ Restricted
Estimated days / hours
Reading
Customer wants work done
Choose one
□ ASAP□ Within a month□ Flexible□ Specific date
Budget (if given)
Short answer
Photos
Site photos
Photos · capture stamps
Sign off
Surveyor name
Short answer
Surveyor signature
Signature
Classic printable sheet · Powered by JobForms
Who uses it
General teams and UK businesses keeping a clear visit or check record. Capture what the customer wants, measurements and photos so you can price the job back at the office.
Explore this industry’s formsCommon questions
Is this general / any trade sheet a certificate?
It is a practical visit record, not a certificate or guarantee. Tailor checks to the agreed work and follow any separate professional or safety requirements.
Can I print it or fill it on my phone?
Download the blank Classic PDF without signing up, or fill a copy in guest mode on your phone. Photos and signatures are available when filling digitally.
What is included on the Free plan?
Free includes Classic PDFs with the JobForms badge, up to 3 custom templates, 20 jobs per calendar month and 1 shared form. Other PDF styles and custom PDF branding are paid features.
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