Aesthetic E Consulting · Field Documentation
Site Visit Report
Complete during or immediately after every site visit.
Code:
SVR-YYMMDD-JobSite
Job Site / Project Name
Client
Date of Visit
📋
01 — Visit Information
Arrival Time
Departure Time
Next Site Visit
Foreman on Site
GC Representative
⚠️
02 — Issues Found on Site
×
+ Add Issue
📦
03 — Material Needs
Materials needed on this visit?
```
What materials are needed?
Urgency Level
LOW — Thursday List
MEDIUM — This Week
HIGH — Bypass Process
⚠ URGENT — Bypass standard Thursday process. Place order immediately. Confirm supplier with Mario and release before 4PM.
Preferred Supplier (if known)
Mario Notified?
— Select —
Yes — call
Yes — text
Yes — email
Not yet — needed
Not required
```
🔄
04 — GC / Ampacity Status
GC Blocking Us?
— Select —
No blockage
Yes — minor delay
Yes — critical blockage
We Blocking GC?
— Select —
No blockage
Yes — minor delay
Yes — critical delay
```
GC Blockage Details (if any)
Our Delay to GC — Solution Found?
```
✅
05 — Actions Taken & Follow-Up
Actions taken during this visit
Open items / Follow-up required
Notify Mario?
— Select —
Yes — urgent, call today
Yes — include in weekly summary
Not required
Monday.com Updated?
— Select —
Yes — updated during visit
Yes — will update today
Not applicable
📝
06 — Additional Notes
Anything else worth documenting
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