For sales visits and owner-operators

Field sketch worksheet

Bring it to the customer walk-through. Capture dimensions, materials, colors, site conditions, and the decisions you make together, then use the sheet to build the proposal or turn the job into a proper digital plan.

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Deck contractor field sketch sheetCOMPANY / LOGOPHONE / EMAIL / WEBSITEPROJECT / JOBDATEPREPARED BYJOB #CUSTOMERSITE ADDRESSPHONE / EMAILFIELD SKETCHPRINT AT 100% | MARK DIMENSIONS, OPENINGS, GRADE & UTILITIES1" CHECKPROJECT SUMMARYPROJECT TYPENew deckResurfaceCoveredScreenPatioRepair / otherMATERIALS AND FINISHESDECKING PRODUCTFIELD BOARD COLORBORDER / SEAM COLORRAILING SYSTEM / COLORFASCIA / SKIRTINGROOF / CEILING / FINISHFRAMING AND SITEPT woodOC LumberSteelExistingAttachedFree standDrop beamFlush beamVERIFY:openings | grade | utilities | setbacksGENERAL PROJECT NOTESSCALENTSHEIGHT AT HOUSEHEIGHT OUTSIDEPHOTOSREVPAGEMore field tools: DeckDraftCAD.com
Print with Actual size or 100%. Do not use Fit to page.
For scaled sheets, verify the printed 1-inch check before measuring from the page.

Next step

Move the field record into the proposal and plan set.

Use the customer decisions and dimensions you recorded to prepare the proposal, then develop the framing plans, elevations, material takeoff, and construction details.