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How to Create Site Assessment Checklists

Use consistent checklists for site visits so you never miss details and give accurate quotes.

What You'll Need

Steps

1

List what you check on site visits

Think through a typical assessment.

  • What do you look at first?
  • What measurements do you take?
  • What questions do you ask the customer?
  • What factors affect your pricing?
  • What photos do you take?
Tip: Think about a time you missed something. Add that to the list.
2

Use ChatGPT to organize it

Turn your notes into a proper checklist.

  • Go to chat.openai.com
  • Type: 'Create a site assessment checklist for a [your trade] business. Include sections for: property info, measurements, condition assessment, photo documentation, customer questions, and pricing factors.'
  • Review and add your specific items
3

Add your pricing factors

Include everything that affects your quote.

  • Access: Is it easy to get equipment in?
  • Complexity: Standard job or complications?
  • Materials: What type/grade will you use?
  • Condition: Any prep work needed?
  • Timeline: Rush job or flexible?
4

Make it mobile-friendly

You'll use this in the field.

  • Option 1: Google Docs on your phone
  • Option 2: Notion or a notes app
  • Option 3: Print copies on a clipboard
  • Option 4: Use your CRM's built-in forms (Jobber, HouseCall Pro)
Tip: Digital beats paper — you can attach photos directly.
5

Use it consistently

A checklist only works if you use it every time.

  • Pull up the checklist before every site visit
  • Go through every item — even if it seems obvious
  • Take photos as you go
  • Note anything unusual for follow-up

You're Done!

You have a professional site assessment checklist! Consistent assessments = accurate quotes = fewer surprises.

Pro Tips

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