About this template
A technical survey is essential for gathering precise site measurements, hardware specifications, and project requirements before kicking off installation or development work. Whether you are assessing architectural hardware like doors and frames, inspecting control panels, or auditing site infrastructure, having a standardized data collection sheet prevents costly mistakes and miscommunication between field teams and clients.
This technical survey template provides a structured format to document exact dimensions, component statuses, hardware configurations, and compliance statuses such as DDA regulations and fire ratings. Field technicians, engineers, and project managers can use this template to ensure every critical detail is recorded on-site.
By converting this document into a Google Form using Doc2Form, teams can collect responses in real-time from mobile devices or tablets while on-site. Eliminate messy paper notes and streamline your technical data collection process instantly.
Key features
- Capture exact dimensions, clearances, and hardware specifications on-site.
- Standardize fire rating, security, and DDA compliance checks.
- Collect photo and document links to support physical site assessments.
- Fully customizable questions tailored to your engineering or installation workflow.
- Mobile-friendly layout for seamless data entry from smartphones and tablets.
Use cases
Conducting pre-installation architectural and door hardware site surv…
Conducting pre-installation architectural and door hardware site surveys.
Auditing industrial control panels and emergency switch gear.
Gathering hardware specifications for commercial construction refits.
Recording site inspection findings and compliance statuses for client…
Recording site inspection findings and compliance statuses for client sign-off.
What this form collects
- Surveyed By (Short answer)Enter the full name of the technician or engineer conducting this survey.
- Survey Date (Date)Select the date when this technical survey was performed.
- Customer / Client Name (Short answer)Enter the name of the client or project stakeholder.
- Site Address (Paragraph)Provide the full street address of the location being surveyed.
- Dimensions (Width & Height) (Short answer)Enter the measured width and height specifications.
- Handing (Multiple choice)Specify the handing requirement if applicable.
- Site Photos (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Door Style & Configuration (Short answer)Specify the door style or structural type being evaluated.
- Security & Fire Rating Status (Checkboxes)Indicate the required security standards and fire rating status.
- Access & Exit Details (Paragraph)Describe access requirements, egress paths, and hardware integration.
- Hardware & Fittings Checklist (Checkboxes)Select all applicable hardware components present or required.
- Control Panel Status (Paragraph)Note status and cut-out dimensions if a control panel is involved.
- Fire Switch Status (Paragraph)Note status and cut-out dimensions if a fire switch is present.
- Colour / RAL Number (Short answer)Specify the required finish colour or RAL code.
- Authorizing Name & Signature (Paragraph)Enter the name of the authorizing representative and sign-off confirmation.
FAQ
How can I customize this technical survey for my specific project?
Once your template is generated as a Google Form, you can easily add, remove, or modify questions directly within the Google Forms editor to match your exact hardware or site requirements.
Can field technicians fill out this form on a mobile phone?
Yes. Google Forms are fully responsive, allowing technicians and inspectors to complete the survey on smartphones or tablets directly from the job site.
How do I include photos or site diagrams with the survey?
You can include text fields for team members to paste links to photos stored in Google Drive, Dropbox, or other cloud storage platforms.
Is it possible to collect client signatures on this form?
You can add a text field for the authorizing name and use a short answer or paragraph field to capture sign-off details or digital signature confirmations.
How quickly can I deploy this form to my team?
With Doc2Form, you can instantly turn this survey structure into a live Google Form in seconds, ready to share with your field staff.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.