A1 — Access & Site Logistics
Vehicle access to the site straightforward? (gates, height, ground)
Yes No
Access method required (tick all that apply)
Ladders
Hop-up
MEWP
Scissor lift
Scaffold
Cherry picker
Access equipment supplied by
USP
Subcontractor
Client
TBC
Parking available for sub's vehicles throughout the job?
Yes No
Power on site
Yes — available
Yes — metered/chargeable
No — USP to bring
Not needed
Water on site
Yes
No
Not needed
Welfare / WC arrangement on site
Overnight equipment storage location (secure or open)
Working hours / restrictions
Trading hours, noise limits, school/residential times.
Permits required
Scaffold licence
Road closure
CDM F10 notifiable
None
Other (note below)
Additional access / logistics notes
Anything the above didn't capture.
A2 — Substrate & Measurements
Substrate types present (tick all)
uPVC
Aluminium
Steel cladding
Composite panel
Render
Timber
Brick
Other
Mixed substrates on the same elevation?
Yes No
Existing coating
Factory finish
Previously painted
Unknown
None
Adhesion test patch done?
Yes No
Curtain walling / glazing detail
Type, frame material, any damage or sealant issues.
Shutter breakdown
e.g. '1 door shutter, 5 window shutters, 1 garage shutter'.
Structural steel / exposed beams
Count and condition.
Guttering detail
Material, length in metres, condition, accessibility.
Fascias / soffits / bargeboards
Material and condition.
A3 — Damage & Condition
Visible coating failures? (peeling, flaking, chalking, blistering)
Yes No
Cracks, splits, or structural damage to substrate?
Yes No
Rust, corrosion, or metal deterioration?
Yes No
Rot, timber damage, or moisture ingress?
Yes No
Previous repairs visible (filler, patches)?
Yes No
Seals, silicone, mastic damaged?
Yes No
Glazing damage or leaks (even if not our scope)?
Yes No
Signage, fixtures, or cabling on elevations?
Yes No
ALL pre-existing damage photographed?
Yes No
Damage summary
Describe what the checkboxes above don't fully capture.
A4 — Stripping Decision
Stripping required
No strip — clean & coat only
Partial strip
Full strip
Partial/Full strip — which areas and coverage
Only fill if Partial or Full.
Stripping method
Chemical
Mechanical
Pressure
Abrasive
Combination
N/A
Waste disposal responsibility
USP
Client
Skip on site
N/A
Containment requirements
Dust / drift / overspray control.
A5 — Product & Coating System
Coating system
Alltimes
Rooflock
HMG
Selemix
Other (specify below)
If 'Other' — what product and why?
Primer product (if required)
Sheen / finish
Matt
Satin
Gloss
Eggshell
Warranty offered
10yr
15yr
20yr
30yr
Specialist coatings required
e.g. anti-graffiti, high-temp, metal primer.
A6 — Operational Realities
Live trading premises during works?
Yes No
Stock / vehicles / equipment need moving before sub mobilises?
Yes No
Pedestrian route management required?
Yes No
Sensitive neighbours / adjacent properties?
Yes No
Protection required (tick all)
Vehicles
Glass
Landscaping
Signage
Flooring
None
Fixed fixtures on elevations
Cameras, AC, lighting, cabling. Who removes?
Hazardous material suspected? (asbestos, lead paint, lead flashings) ▲ ESCALATE to office if Yes
Yes No
Structural concerns? (roof load, unstable substrate, unsafe areas)
Yes No
A7 — Notes
Client personality / how they were to deal with Who's the decision-maker? Gatekeeper? Sensitivities?
Client promises / expectations Anything said verbally not yet in writing.
Risks & concerns What would go wrong if nothing changed?
Opportunities spotted Add-on work, future leads, referenceable outcomes.
Anything else the office needs to know Catch-all.
A8 — Photos
Photos taken:
Wide shot of every elevation
Close-up of every area of damage
Access points and obstructions
Any hazards flagged in A6
A9 — Pricing (Surveyor's Recommended Sell Price)
This is the price you recommend the job is sold at, based on what you've scoped above.
Sales takes this as the starting point. If they change it, the variance and reason are recorded on the Sales Booking Sheet.
Pricing assumptions / notes
What the price is based on. Things sales should know that affect the price if changed. e.g. 'priced on 2 coats; if client accepts 1 coat reduce by £X'.
A10 — Surveyor Sign-off
SURVEYOR SIGN-OFF
I confirm the information in this sheet is accurate, photos are saved to the Pipedrive deal, the recommended sell price reflects the scope priced, and anything material has been flagged.