Site survey checklist template (kitchen, bathroom, roofing)
A practical site survey checklist to reduce scope creep, catch access issues, and write better quotes for kitchens, bathrooms, and roofing jobs.
Site survey checklist template (kitchen, bathroom, roofing)
A tight survey prevents scope creep. It also makes your quote faster and more accurate.
Use this checklist for common domestic projects.
Core survey checklist (all trades)
- Customer name and contact
- Site address and parking/access notes
- Photos of all work areas
- Existing condition issues (damp, rot, wiring)
- Measurements and drawings
- Utilities and isolation points
- Waste removal plan
- Lead times for materials
Kitchen survey extras
- Unit layout and dimensions
- Appliance locations and power/gas needs
- Water supply and waste routing
- Floor and wall condition
Bathroom survey extras
- Existing pipework condition
- Drainage fall and access
- Ventilation route
- Waterproofing requirements
Roofing survey extras
- Roof pitch and access points
- Scaffold or ladder requirements
- Chimneys, valleys, and flashing condition
- Signs of leaks or structural issues
Turn survey data into a clean quote
- List assumptions and exclusions in the quote.
- Call out unknowns (hidden damage, asbestos, structural issues).
- Define your change order process before work starts.
Toolfy tip
Add the survey checklist as a pre-quote task in Toolfy. Attach photos and measurements so the office can price accurately without guessing.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
Why do surveys matter for trade jobs?
Should I charge for a site survey?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
Related Articles
2026 starter kit for solo & small crews
The first 30-day blueprint for 1–10 employee service teams. Toolfy-native workflows, budgets, and checklists to get you operational fast.
DIY AI helpers for field service starters
Low-cost AI workflows under £50/mo that plug straight into Toolfy for faster quoting, smarter routing, and automated customer comms.
do_not_honor decline code explained (and what to say)
Bank throwing do_not_honor at your card payments? Here's what it means, what to tell customers, and how Toolfy helps you collect.