Describe the insured property and inspection scope. Makeform turns your brief into a loss control survey for documenting construction, operations, protection, conditions, photos, recommendations, and follow-up.
Route completed surveys to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a survey brief, adapt it to the account, or send it to the Makeform builder. The displayed field structure is an example, not a completed inspection.
Audience
Loss-control inspectors visiting offices and retail premises
Format
Sectioned property survey with photos and recommendations
Prompt size
324 chars
Example survey structure
Sectioned property survey with photos and recommendations
Account, location, contact, and occupancy
Construction, roof, and utility details
Fire protection and alarm condition
Observed hazards and supporting photos
Recommendation, owner, and target date
Suggested routing tags
Open recommendation
Photo documented
Follow-up needed
Ask for both observed condition and recommended action. That separation keeps factual field notes distinct from the inspector's follow-up recommendation.
Step 1
Scope
account, location, occupancy, and inspection purpose
Step 2
Observe
property, operations, safeguards, and conditions
Step 3
Document
notes, photos, findings, and recommendations
Step 4
Follow up
priority, responsible contact, target date, and status
Field-ready records
A useful loss control survey connects every condition to its location, supporting image, practical recommendation, and follow-up status instead of leaving findings scattered across a notebook and camera roll.
Required account, occupancy, construction, protection, and operations fields give inspectors the same baseline while still allowing account-specific sections.
Show sprinkler questions only when sprinklers are present, or hot-work controls only when that operation is observed, keeping the field visit focused.
Capture a condition, exact location, photo, priority, recommendation, owner, and target date together so follow-up retains the original context.
Adapt by account
Start with the inspection setting, then tailor the questions to the insured's property, people, processes, and controls.
Construction, occupancy, roof, utilities, housekeeping, fire protection, exterior conditions, and continuity planning.
Processes, storage, ignition sources, machinery, maintenance, fire protection, and impairment procedures.
Work mix, subcontractors, fleet, equipment, jobsite practices, public protection, and supervisor controls.
Building systems, common areas, sampled units, alarms, stairs, amenities, security, and maintenance practices.
Survey workflow
Generate the baseline, adapt it to the account, capture observations in the field, and route clear follow-up records after the visit.
Name the occupancy, property, operations, hazards, and purpose so sections reflect the account.
Add team-specific questions, define ratings, require critical evidence, and branch for specialized exposures.
Record answers, observations, locations, and photos while each detail is attached to the right finding.
Send submissions for review and track each recommendation's owner, target date, response, and status.
Choose a collection method
The best method preserves the inspector's observations and makes each recommendation usable after the visit.
Field guide
Use these six sections as a practical baseline, then adapt the detail and terminology to your organization's inspection process.
Account profile
Record the insured, location, contact, date, inspector, occupancy, hours, and whether the visit covers the full site or a sample.
Property details
Cover construction, age, area, stories, roof, utilities, renovations, adjacent exposures, and condition with structured choices and contextual notes.
Protection systems
Ask what protection exists, where it applies, and what service records were observed, without treating a checklist response as a technical certification.
Operations
Capture processes, materials, storage, ignition, equipment, contractors, vehicles, and public access. Branch into hot work, dust, or other applicable exposures.
Findings
Identify the location, describe the condition, and attach photos. Keep factual observation separate from priority and recommended action.
Follow-up
Collect the owner, target date, planned action, status, and evidence. Repeat the group so unrelated recommendations stay separate.
Related tools
Pair the survey with focused assessment, inspection, observation, incident, and insurance intake forms.
Structure broader operational risk identification and treatment planning.
Open toolCapture detailed building and site condition observations.
Open toolDocument equipment condition, defects, and follow-up actions.
Open toolRecord work practices and site-level safety observations.
Open toolCollect structured details when an incident or near miss occurs.
Open toolGather account details before underwriting or inspection review.
Open toolFAQ
Practical answers for inspectors and risk teams building a consistent field survey.
It is a structured record of an insured location's property, operations, safeguards, and observed conditions. Inspectors capture interview details, field observations, photos, recommendations, and follow-up information.
Include account, contacts, occupancy, construction, utilities, protection, operations, maintenance, and emergency planning. Add repeatable findings with location, condition, photos, priority, recommendation, owner, and target date.
Yes. Adapt a baseline for offices, retail, manufacturing, contractors, habitational property, restaurants, or warehouses. Conditional logic reveals specialized questions only when an exposure applies.
Yes. Place file uploads inside each finding so images stay with the condition. Add captions or locations when similar rooms, buildings, or equipment could be confused.
Separate observed condition from recommended action. Capture location, rationale, priority, owner, target date, planned action, status, and completion evidence using your team's labels.
Yes. Repeat sections for buildings, areas, equipment, and findings. Each item keeps its own photos and actions while remaining tied to one inspection.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and collect survey submissions without a form or response cap. The paid tier removes Makeform branding.
No. It organizes questions and evidence. The inspector decides what applies, how to evaluate conditions, and what follow-up is appropriate. Review it against your procedures before use.
Bring structure to the next site visit.
