KaryaFlowEditable survey and material list
Three sheets: a blank site survey, a preliminary material list and a clearly fictional worked example.
Download editable ExcelFREE CCTV PLANNING TEMPLATE
CCTV site survey checklist and material list
A CCTV site survey helps an installer record what the customer wants and what the site can support before designing or pricing the work. Use this checklist to note camera positions, access, cable routes, power, network and recording requirements. Then draft a preliminary material list that your team can check before sending a quotation.
Get the survey formats
Use each record at the right stage
- 01Survey the site
- 02Check materials
- 03Send the quotation
- 04Record handover
DIRECT DOWNLOADS
Download the CCTV site survey format
No email or account is required. Edit the Excel workbook, or print the blank PDF. The completed PDF shows a fictional example, not a recommended equipment design.
Printable site survey
Take the two-page checklist to site and write observations, camera positions and material assumptions by hand.
Download blank PDFCompleted sample
See a retail-site example with four proposed camera positions and unresolved design questions.
Download example PDFPREVIEW THE FIELDS
What is in the survey workbook?
The blank survey and printable PDF ask for the same core observations. The workbook gives you a separate sheet for preliminary materials.
SITE SURVEY
Requirements before equipment selection
- Customer and site
- Reference, date, installer, contact, location and areas to cover.
- Camera positions
- Purpose, indoor or outdoor conditions, mounting surface, access and proposed type.
- Routes and services
- Approximate cable route and length, measured or estimated; power, PoE, UPS and network questions.
- Recording request
- Requested schedule and retention, display and authorized remote viewing needs. Capacity remains subject to design.
- Open decisions
- Reuse checks, customer permissions, exclusions and unresolved questions.
PRELIMINARY MATERIALS
What needs to be checked before purchase?
- Equipment
- Cameras, recorder, storage, switch or PoE, power and UPS.
- Installation items
- Cable, connectors, mounting accessories and labour assumptions.
- Quantity and basis
- Unit, approximate cable metres, notes and an Estimated, Measured or To verify status.
- Review
- Check compatibility, actual routes and customer dependencies before pricing.
The material sheet has no market prices or automatic storage calculations.
Keep camera passwords, network credentials, access codes, footage and sensitive floor plans out of this survey file.
FICTIONAL WORKED EXAMPLE
A four-camera retail-site survey
These sample names, dates, positions and quantities only illustrate how to fill the fields. They do not establish a suitable design for a real site.
A fictional retail customer asks for views of the entrance, billing counter, stock area and rear access. The example proposes four camera positions and an eight-channel recorder, subject to equipment compatibility review.
The material sheet marks about 100 metres of cable as estimated, not measured. The customer asks for 14 days of recording, but the storage capacity, power availability and authorized remote access remain open design questions.
Before quoting, the installer needs to measure routes and confirm mounting, power, network, recorder and storage requirements. No security or retention outcome is promised.
Read the fictional sample PDFON-SITE PROCESS
How to use the CCTV installation survey form
Work through the site in a consistent order, then keep uncertain details visible for the design review.
Ask what each camera should show
Record the customer’s goal for every area. Discuss entry points, counter activity and stock access without assuming one camera can cover everything.
Check positions and access
Note indoor or outdoor conditions, mounting surfaces, permission to enter each area and any installation constraints.
Trace cable, power and network
Sketch route notes in your own secure design record. Enter lengths as measured or estimated, then check PoE, available power and backup needs.
Record the customer’s viewing request
Write the requested recording schedule, retention, display and authorized remote access. Leave storage sizing for the final equipment design.
List materials and open questions
Draft cameras, recorder, storage, cable, connectors, mounts and labour assumptions. Check existing equipment before marking it reusable.
Review before sending a price
Confirm measurements, compatibility, permissions and exclusions. Then prepare a separate itemised customer quotation.
KEEP THE RECORDS DISTINCT
Survey, quotation and handover answer different questions
Site survey
What does the customer need, and what did the installer observe?
This resourceMaterial list
What equipment and work may be required, subject to verification?
Open the workbookQuotation
What work, equipment and price is the business offering?
Use the quotation formatHandover
What was installed, tested and accepted after the work?
Open the handover workbookBEFORE SHARING THE FILE
Customize the checklist for your customer site
Make a copy of the workbook. Add or remove camera-position rows to fit the site, then enter customer goals, proposed areas and installation constraints. Mark every cable length as measured, estimated or still to verify. Review the sample sheet for the intended level of detail; it contains no real customer information.
The PDFs are for print and reading. A customer acknowledgement records that the requirements were discussed; it does not approve a final design or prove installation. For the later stages, read the installation and handover guide and use its handover workbook.
PRACTICAL QUESTIONS
CCTV site survey checklist FAQs
What should a CCTV site survey checklist include?
Record the customer's goals, site access, proposed camera positions, mounting conditions, cable routes, power and network questions, recording request, existing equipment and unresolved decisions. Mark estimated lengths separately from measurements.
Can I edit the CCTV site survey format in Excel?
Yes. The XLSX has editable blank survey and material-list sheets. The two PDFs are printable copies; the completed PDF is a fictional example.
Is the material list a final bill of materials or a quotation?
No. It is a preliminary estimate. Confirm camera types, recorder compatibility, storage, power and actual cable routes before purchasing materials or preparing the priced customer quotation.
Can a 14-day recording request determine hard-drive size?
No. Recording capacity depends on the final cameras, resolution, frame rate, compression, recording schedule and configuration. Record the customer's request in the survey, then review the design separately.
Does a customer's survey signature approve the installation?
No. The acknowledgement only confirms that the survey requirements were discussed. The quotation records the offered scope and price; an installation handover records completed work and acceptance.
FROM THE SURVEY TO AGREED WORK
From CCTV survey to quotation and installation in KaryaFlow
The downloadable survey is a separate planning template. Your team still checks the site observations and designs the equipment and cable routes. KaryaFlow’s quotation module can then itemise parts and labour, share a PDF and turn an approved quotation into a service job. The office can schedule and assign that job; technicians can use the job record for their checklist, work details and photos.
KaryaFlow does not automatically turn this workbook into a quotation, calculate camera coverage or storage, scan the network or design cable routes. See the wider CCTV service workflow, or review a CCTV quotation example before pricing the installation.