HANDOFF
A client site visit report template that travels with you
Turn voice notes, photos and decisions from a site visit into a clear report your client can actually use.
What a good field report captures
Start with the location and date, then record what you saw, what the client decided, what remains uncertain and who owns the next action. Add photos where they remove ambiguity. The best report is not the longest one—it is the one that prevents the same conversation happening again tomorrow.
Write it before the details fade
Handoff is designed for the short window after a visit when your memory is still useful. Speak naturally, attach the relevant images and produce a client-ready handoff rather than rebuilding the day from scattered messages. See Handoff for field reports.