Templates
The field record
Templates for the record the whole report rests on: walk-through survey notes, the limitations and field conditions statement, and the document review and interviews log — each with a worked example.
Everything in a PCR is downstream of a day on site. What was seen, what was closed, what the maintenance manager said, what was requested and never provided — that record is what makes the report defensible, and it is the part most often compressed into a sentence.
The limitations statement in particular is treated as boilerplate and is anything but. A limitation that names what was unobservable and why is a professional judgement; the same limitation left generic reads as an excuse written in advance.
4 templates in this section
Limitations & Field Conditions Statement Template & Example
A limitations statement template for a property condition report, with a filled-in example showing how to record snow cover, inaccessible roofs and unavailable units. Free Word download.
Template + worked example + .docx
Walk-Through Survey Field Notes Template (ASTM E2018-24)
A field notes template for the ASTM E2018-24 walk-through survey, with a filled-in example of notes that survive the trip from site to report. Free Word download.
Template + worked example + .docx
Pre-Survey Information Request & Document Request List Template
A document request list for a property condition assessment, with a filled-in example and what came back. Free Word download, no signup.
Template + worked example + .docx
Photographic Documentation Log Template & Example
A photo log template for a property condition report: numbering, captions, locating each image, and tying it to a physical deficiency. Free Word download.
Template + worked example + .docx