Visit and observation records
Record the location, scope, access limitations and what was actually observed.
FIELD RESOURCES / FREE EDITION
Site notes.
In working order.
Keep site notes, photo references and outstanding actions together. Download the complete Field Documentation Kit and use it on your next project.
Free ZIP download · No account, email or payment required.
FIELD RECORD EXAMPLE ONLY
VISIT RECORD / 001
PROJECTSample building / Roof A
OBSERVATIONOBS-001
PHOTO REFERENCESP-001 · P-002
NEXT ACTIONRequest missing close-up
Observation → Evidence → Follow-up
8 pagesFillable PDF workbook
5 registersEditable CSV files
1 worked exampleSee how the records connect
FROM THE VISIT TO THE HANDOVER
A place for the details
you need to find later.
Use the kit alongside your existing report software or as a standalone record. Name each observation once, connect its photos, and carry unfinished actions forward.
Prefer a report app? Open Roof Report Studio →Photo and action registers
Keep image IDs, captions, responsible people and follow-up status connected.
Document and handover records
List file versions, identify missing information and check the package before sharing.
READY FOR YOUR NEXT SITE VISIT
Start with a clear record.
Eight fillable pages, five editable registers and a worked example. Keep a blank master, make a project copy and put it to work.
Get the complete kit
Free to use for your own projects and completed client records.
Download the full kit ↓No signup. No payment. Files stay on your device.
Before you start
What’s included in the free download?
The full eight-page fillable workbook, five editable CSV registers and a quick-start guide. The fictional worked example is included in the workbook. Unzip the download to access the files.
Does this replace an inspection or technical judgment?
No. These are documentation forms. They do not determine roof condition, provide an inspection method, certify compliance or prescribe repairs. Technical findings and decisions remain with the responsible professional.
Which software do I need?
A PDF reader that supports form fields, or a spreadsheet application that opens CSV files. You can also print the workbook. Save a copy before entering information.
Can I use this for client projects?
Yes. You may adapt the forms for your business and share completed records with clients. The guide includes the full use terms.
Will downloading the kit sign me up for anything?
No. There is no signup, mailing-list enrollment or required call. Your completed forms stay on your device unless you choose to share them.