SOP Templates > Flooring > Bidding & Estimating > Pre-Bid Site Visit Process

Pre-Bid Site Visit Process for Flooring

The Pre-Bid Site Visit Process workflow helps flooring contractors evaluate conditions before preparing bids. It covers inspecting subfloors, measuring areas, checking moisture levels, and identifying access or safety constraints. Managers document findings, compare them with specifications, and confirm with stakeholders. By following this process, flooring companies reduce estimating errors, protect profitability, and improve efficiency. Clients benefit from confidence in accurate proposals tied to real conditions. Teams gain accountability with documented site reports. With this workflow in place, flooring contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably by basing bids on real-world assessments.

Schedule substrate or slab measurement

Take adhesive types, layout print

Check slab dryness and adhesive curing

Review floor flatness, slope, and gaps

Photograph slab joints, edge gaps

Flag humidity and adhesive curing risks

Measure floor plan width, length

Note incorrect subfloor underlayment

Clarify cure time vs flooring start

Ask for slab RH or flatness test

Note incorrect glue or floor dip

Send floor dip and crack images

Revise plank cuts and glue amount

Enter flooring site notes in bid CRM

Schedule substrate or slab measurement

Take adhesive types, layout print

Check slab dryness and adhesive curing

Review floor flatness, slope, and gaps

Photograph slab joints, edge gaps

Flag humidity and adhesive curing risks

Measure floor plan width, length

Note incorrect subfloor underlayment

Clarify cure time vs flooring start

Ask for slab RH or flatness test

Note incorrect glue or floor dip

Send floor dip and crack images

Revise plank cuts and glue amount

Enter flooring site notes in bid CRM