At a glance
A survey becomes useful when another person can trace each measurement and photo, distinguish observation from assumption, and see who owns every unknown. The new downloadable record is a blank, branded working document—not a filled example.
01 / Prepare
Carry the desk questions into the visit.
Confirm the requested outcome, site contact, access window and the questions estimating, artwork or installation cannot answer from the brief.
- Job, site and asset naming convention
- Required dimensions and units
- Photo/reference convention
- Access, delivery and public-interface questions
- Known specialist review requirements
02 / Record
Link measurements, photos and locations.
Use one row per sign, elevation, window or vehicle face. Record whether a dimension was measured, supplied or derived. Photograph overall context, the sign face, returns, visible fixings, surface condition, access and obstructions with a consistent reference.
If a dimension was supplied rather than measured, say so in measurement_method_or_source and open a question for the person who must confirm it. A supplied figure that is copied into a quote without an owner becomes a silent assumption.
03 / Handover
Turn uncertainty into owned action.
Reconcile the notes against the requested scope before estimating. Conflicts and missing facts should become open items with an owner and hold point—not silent assumptions copied into later documents.