Racking Site Visit — Field Form

Basic Information

Company, contacts & general site profile

Company Name

Site Address

Key Contact — Name

Key Contact — Phone

Key Contact — Email

Visit Conducted By

Date of Site Visit

Hours of Operation

Food Grade Facility?

Operating Temp at Install

Building & Access

Clearances, doors, floor & drawings

Clear Height

Drive-In Door?

Drive-In Door — Height x Width

Dock Level Door(s)?

Room for a Flatbed?

CAD File Available?

Column / Bay Measurements

Location / Bay ID	Measure Type	Column Type	Measured (in)	Nominal (in)	Deviation	Notes
					—

Racking / Install Scope

General scope for this project

Scope of Work

Mesh or Safety Bars Needed?

Post Protectors Needed?

Pallet Sizes Being Stored

Pallet Weight Being Stored

Product Overhang Beyond Pallet?

Overhang Details

New Material or Used?

Teardown Required?

Equipment On Site

What's already available at the facility

Forklift on Site?

Skyjack on Site?

Site Logistics

Waste, propane, parking, power & staging

Garbage Bin on Site?

Propane Vehicles Allowed During Install?

Scrap Bin Required?

Scrap Bin Location

Staging Area for Material Delivery

Rooms / Areas — Material Required

Add one entry per room, bay or area you measure. Dimensions in inches.

Room / Area Name

Overhead Obstruction in This Room?

Room Dimensions — Walls

Wall	Length	Height	Racking Here?

Beam Elevations (bottom to top)

Enter the clear opening you want at each level — floor to underside of Level 1, then top of each level to underside of the next. Elevation from floor is calculated automatically (adds beam depth back in).

Level	Clear Opening	Elevation from Floor
		—
		—

Enter beam elevations above to see the diagram.

Material	Profile / Type	Qty	Length	Width
Frame
Beams
Safety Bars	—
Mesh	—
Anchors
Post Protectors	—

Room Notes

Room Photos

Material Customer Has On Hand

Existing material available for reuse — subtracted from what's required so quotes aren't inflated

Does the Customer Have Material On Hand?

Material Requirement Summary

Live — updates automatically as you fill in rooms & on-hand material

Net to quote = Required across all rooms − matching on-hand material (matched by material type + exact dimensions). Rows with no match against on-hand stock are not reduced — double-check dimensions if you expected a match.

No materials entered yet — add quantities in a room above to see the tally here.

Notes & Photos

Anything else worth capturing, plus general site photos

Additional Observations

General / Exterior Site Photos

For room-specific photos, add them right in that room's section instead — keeps them clearly labeled when this report goes out.

All data stays in this browser tab — nothing is uploaded anywhere. Fill this in on your tablet or phone during the visit, then tap "Generate Site Report" to compile everything into a report you can print, save as PDF, or copy into the report template.