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About this template

Thirteen first-visit forms in the order a technician walks a property, from the first call to the job file cover sheet, plus a Job Intake Log that flags what is still missing from the file.

The first site visit sets the tone for the entire job. Missed details become change orders, disputes, and unpaid line items. This kit gives your technicians one consistent process: an intake script for the call, a signed authorization to inspect before the walk, room-by-room assessment, readings and contents pages per room, photo checklists by loss type, and a pre-existing conditions acknowledgment the client initials before you leave.

Every form carries the same header and sign-off block, one photo numbering convention ties the pages together, and the completed example follows one invented water loss on one timeline so your team can see how the file reconciles. The forms document what was observed, measured, photographed and signed; they do not prescribe procedures or drying targets.

Highlights

  • 13 forms in walk order, one header and sign-off
  • Photo checklists for water, fire & smoke and microbial
  • Pre-existing conditions acknowledgment with client initials
  • Job Intake Log with follow-up flags

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