Bathroom site visit checklist for fitters
What to check when you visit a bathroom quote enquiry, so the survey is useful and the customer understands the next step.
A site visit should not feel like starting from zero. If the customer has already sent details, photos, measurements and choices, the visit becomes a chance to confirm the job, check risks and talk through the quote properly.
Before you arrive
Read the customer details, quote request, photos and choices before you knock on the door. That helps you ask better questions and shows the customer you are organised.
If the enquiry still has missing information, ask for it before the visit. A serious customer will usually understand why you need it.
What to check at the property
- Room length, width and height.
- Current layout and any changes the customer wants.
- Water feeds, waste positions and soil pipe routes.
- Wall condition, floor condition, old tiles and signs of damp.
- Access, parking, stairs, working space and waste removal route.
- Electrical points, lighting, extractor fan and anything that needs a qualified electrician.
- Tiling areas, tile size, tile pattern and any tricky cuts or niches.
- Customer-supplied products and whether they are suitable for the job.
Confirm what the quote is based on
Customers often change their mind once they see options. That is normal, but the quote needs to follow the agreed specification. If the customer changes from a basic shower screen to a wet room style finish, the price needs to reflect that.
Use the visit to confirm the specification, not to rebuild the whole quote from memory later.
The site visit should move the job forward
If the customer has already received a professional quote PDF, the visit feels more like confirming the job than chasing a rough enquiry.
Take your own photos and notes
Even if the customer uploaded photos, take your own. Photograph pipework, access, problem areas, floor condition, ceilings, awkward corners and anything you may need to refer back to when confirming the price.
Explain the next step before you leave
Do not leave the customer wondering what happens next. Tell them whether you are confirming the quote, adjusting the price, sending terms, requesting a deposit or booking the job into the diary.
How YourQuoteApp helps
YourQuoteApp helps before the visit by collecting the customer's details, photos, measurements and choices through a quote link. It then emails a professional quote PDF and can include a booking link for the site visit.
That means you arrive with context, not just a name and postcode.
Show customers a professional next step before you visit.
Book a demo and see how YourQuoteApp collects the details, calculates the price and sends the quote PDF.