Single Family Dwelling Field Module
Not saved. Use Save Draft to download a copy to your phone or computer.
Single Family Dwelling Field Inspection Worksheet
Field worksheet for documenting dwelling condition, occupant and rental exposure, updates, pools, pets, life safety, and report-ready notes.
Risk / Property Overview
Named Insured / Risk / DBA Contact / Title / Phone / Email Property Address / Neighborhood / Area Stories / Year Built / ISO Construction Class Living Area Sq. Ft. / Bedrooms Current Occupancy — Owner / Tenant / Vacant / Seasonal Gated Community? / Entry or Gate Controls Garage — Attached / Built-In / Detached / Carport / # Cars Garage Converted to Living Space? / Details Outbuildings — Number / Construction / Use Site Condition / Housekeeping / Distance to Coast Additional Property Notes Confirm actual occupancy, use, and all buildings. A garage conversion, detached structure, vacant home, or short-term rental may alter coverage or replacement-cost information. Record what the contact reports versus what was observed.
Occupancy / Rental / Pets
Primary Use — Full-Time / Seasonal / Rental Lease Type — Monthly / Annual / Short-Term Rent Per Month / Tenant Housing Type HUD / Section 8 / Elderly / Student Housing? Short-Term Rental? / Minimum Nights / Platforms Approx. Bookings per Month / Guest Controls Housekeeping — Owner / Contractor / COI Verified Pets — Allowed? / Species / Breed / Size Pet Containment — Inside / Yard / Fence / Gate Beware of Dog Signs / Restrictions Occupancy, Rental or Pet Notes Document long-term versus short-term rentals, guest turnover, pet ownership and containment. Do not infer tenant screening, insurance, or signed waivers without confirmation.
Construction / Roof / Building Systems
Roof Covering / Shape / Approx. Age Roof Condition / Missing Covering / Visible Leaks Roof Replacement / Permit / Age Source Electrical Panel Brand / Visible Conditions / Updates Plumbing Supply Material / Updates / Leaks HVAC Type / Age / Updates Water Heater Type / Approx. Age / Visible Concerns Windows / Doors / Shutters / Impact Protection Hurricane Straps / Clips — Visible? / Evidence Cooking Appliances — Gas / Electric Fireplaces / Fuel Type / Last Chimney Service Overhanging or Dead Trees / Drainage Concerns Walking Surfaces / Steps / Railings / Lighting Record roof material, condition, and the source of any age/update claim. Photograph the electrical panel brand label and breakers safely; do not remove dead fronts. Only describe hurricane connections that are visible or otherwise documented.
Pools / Recreation / Liability
Pool / Spa — Present? / Type / Location / Depth Barrier / Fence Height / Self-Closing & Latching Gate Doors / Access to Pool / Safety Alarms Drain Cover — Visible Condition / Markings / Photo Diving Board / Slide / Spa Safety Controls Trampoline — Net / Padding / Placement Play Sets / Treehouse / Fire Pit / Other Recreation Premises / Pool / Recreation Notes Identify pool barriers, self-closing/self-latching gates, visible drain covers, recreational equipment, and trip hazards. A photograph alone does not confirm VGBA compliance; state visible evidence and limitations. Flag missing or damaged components for qualified review.
Fire / Life Safety / Security
Smoke Detectors — Present / Locations / Count Smoke Detector Testing or Service — Verified / Unknown CO Detectors — Presence / Locations / Count Fire Alarm — Present / Monitoring / Service Fire Sprinklers — Present / Service Date Fire Extinguishers — Count / Locations / Tag Date Security / Monitoring / Exterior Lighting Reported Loss History / Unusual Conditions Life Safety / Security Notes Identify smoke and CO detectors by location where accessible and document available test/service information. Do not claim devices are operational or code-compliant based solely on appearance. Photograph fire protection tags and observed concerns.
Photos to Obtain
Required where the exposure is present and accessible: capture clear overview and close-up photographs. Photograph labels, evidence of updates, and every recommendation concern; document unavailable views.
Exterior address, front, rear and sidesREQUIRED: Roof overview and close-up material/conditionGarage, conversions, outbuildingsREQUIRED: Electrical panel breakers and readable brand labelWater heater label / T&P area when accessibleHVAC / system labels and visible concernsStorm shutters / impact glazing / straps if visibleREQUIRED: Pool / spa barrier, gate latch and entryREQUIRED: Visible pool drain covers / markings (if present)Trampoline / playset / fire pit (if present)Fireplace hearth / chimney (if present)Smoke / CO protection (when accessible)Trees, paths, steps, rails, exterior lightingREQUIRED: All recommendation concerns — close-up & context
Narrative Insert
The risk owns this ____-story ____ construction single-family dwelling located in a ____ residential area, approximately ____ miles from ____. The dwelling contains approximately ____ sq. ft. of living area, ____ bedrooms and ____ bathrooms. The building and housekeeping are maintained in ____ condition. Roof covering / age is ____. Recent roof, electrical, plumbing, HVAC, or window updates consist of ____.
The dwelling is occupied by ____ and is used as a ____ residence. Rental arrangements are ____ with monthly rent of $____, and HUD / elderly / student or short-term rental exposure is ____. The dwelling has ____ garage / outbuilding facilities. Pets are ____ and are contained ____, with fencing / warning signs described as ____.
Cooking is by ____ appliances. The property has ____ pool / spa / recreation exposures consisting of ____. Pool barriers, access gates, and the visible condition of drain covers are ____, subject to the limitations of a visual inspection. Other recreational features include ____.
Smoke detectors are reported/observed at ____, CO detectors at ____, and fire extinguishers at ____. Security and exterior lighting consist of ____. Walkways, stairs, railings and grounds are maintained in ____ condition. Reported losses / additional concerns consist of ____.