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Free template · First site visit

A site visit checklist for interior design that misses nothing

A site visit checklist for interior design covers four things: measurements of every room, the existing services such as electrical, plumbing and gas, site conditions like beams, damp and floor levels, and the client's needs and budget. Fill it in on the first visit, with photos of every wall, and use it as the base for drawings and the quotation.

On this page

  1. The site visit checklist
  2. When to use it
  3. Site measurement sheet
  4. Electrical and plumbing checklists
  5. Field-by-field explanation
  6. Common mistakes
  7. Making it in Google Sheets
  8. Site visits in the D&B Operating System

The site visit checklist

AreaCheckDoneNotes / photo no.
GeneralSite address, floor, lift size, parking for vehicles☐
GeneralSociety rules: working hours, deposit, permissions☐
MeasurementsEach room: length, width, height, at floor and ceiling☐
MeasurementsDoors and windows: width, height, sill height, swing☐
StructureBeams, columns, slopes, shafts, ducts☐
ElectricalMain board location, points per room, AC points, earthing☐
PlumbingInlet and outlet points, pressure, water heater, leaks or damp☐
KitchenGas line, sink position, exhaust, chimney outlet☐
FloorsExisting flooring, level differences, tile condition☐
ClientWho lives here, storage needs, style, budget range, deadline☐

Sample checklist. Add or remove rows for offices, villas or shops.

When to use it

Use the checklist on the first paid or free site visit, before any design work. Use it again for a measurement re-check after civil changes, and before ordering factory-made woodwork.

For new flats, check the builder's handover state too. Note any items the builder still owes, so they are not mistaken for your scope later.

Site measurement sheet

Write measurements in one direction, clockwise from the entrance, so anyone can read the sheet later.

RoomWallLength (mm)Height (mm)OpeningsServices on wall
LivingA (entrance wall)4,2002,950Main door 1,050 wideSwitchboard, video door phone
LivingB5,6002,950Window 1,800 × 1,350, sill 750AC point
Master bedroomA3,6002,950Door 900 wideSwitchboard

Sample entries for illustration only.

Electrical and plumbing checklists

Field-by-field explanation

Common mistakes

Making it in Google Sheets

  1. Create one tab for the checklist and one for the measurement sheet.
  2. Use checkboxes (Insert, Checkbox) for the Done column.
  3. Open the sheet on your phone at site. Add photo numbers in the notes column.
  4. Share it with the designer the same day, so drawings start from fresh notes.

Site visits in the D&B Operating System

In the D&B Operating System, the site visit is booked from the lead, and measurements and photos are saved straight to the project. The designer opens the same project for the client brief and site measurements, so nothing gets lost in a phone gallery. It is software by BRANDSWOT Consultancy, in early access.

Questions people ask

What should a site visit checklist for interior design include?

It should include access and society rules, room-by-room measurements, door and window sizes, beams and columns, electrical and plumbing points, kitchen services, floor condition, and the client's needs, budget and deadline. Take labelled photos of every wall. This becomes the base for drawings and the quote.

What is a site measurement sheet for interiors?

It is a table of every room and wall with length, height, openings and the services on each wall, written in millimetres. Measure clockwise from the entrance and take at least two height readings. Designers and factories both work from it. Note who measured and on which date, so re-checks are easy.

How do I write a site measurement format for interior work?

Use columns for room, wall label, length, height, openings with sizes and sill heights, and services such as switchboards and plumbing points. Add a sketch per room with wall labels A, B, C, D. Note who measured and the date. Keep the format the same on every project so drawings start faster.

What goes on an electrical layout checklist for interiors?

List every existing point with its height and purpose, the main board location, earthing, and load capacity. Mark new needs such as TV, AC, study lights, charging points and kitchen appliances. Flag anything that needs an electrician or wall chasing. Take a photo of every switchboard and the main board, labelled by room, before any work starts.

What should a plumbing checklist for interiors cover?

Mark inlet and outlet points in the kitchen, bathrooms and utility, water pressure, heater position, floor slope in wet areas and any damp or seepage. Note whether any point needs to move, since that adds civil work and time. Take labelled photos of every point and any damp patch before work begins, so the starting condition is on record.

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