SOP Templates > Site Preparation > Project Management > Daily Job Site Setup & Documentation

Daily Job Site Setup & Documentation for Site Preparation

The Daily Job Site Setup & Documentation workflow provides site preparation contractors with a structured checklist for daily readiness and reporting. It includes staging heavy equipment, verifying site safety, reviewing grading requirements, and documenting progress. By using this workflow, contractors reduce delays, prevent costly mistakes, and improve communication. Clients benefit from transparency and confidence in the contractor’s professionalism. Teams gain accountability and organization. With this workflow in place, site prep companies can protect profitability, strengthen credibility, and deliver projects more smoothly.

Open gates and confirm excavation area clearance

Walk dig zones for soft soil, hazards, or shifting

Post excavation and hard hat zone signage

Stage trenching gear, gravel, and geotextile rolls

Discuss dig targets, soil conditions, and weather

Log crew arrival and active equipment usage

Review excavation safety and machine visibility

Review erosion inspection or haul truck arrival

Capture trench lines, pad grade, and staging zones

Log moisture, storm risk, and temp for dig zones

Log site crew, trenchers, and compaction gear

Record soft ground or trench collapse risk

Record trenching, pad grade, or compaction notes

Secure trench boxes, tools, and erosion gear

Open gates and confirm excavation area clearance

Walk dig zones for soft soil, hazards, or shifting

Post excavation and hard hat zone signage

Stage trenching gear, gravel, and geotextile rolls

Discuss dig targets, soil conditions, and weather

Log crew arrival and active equipment usage

Review excavation safety and machine visibility

Review erosion inspection or haul truck arrival

Capture trench lines, pad grade, and staging zones

Log moisture, storm risk, and temp for dig zones

Log site crew, trenchers, and compaction gear

Record soft ground or trench collapse risk

Record trenching, pad grade, or compaction notes

Secure trench boxes, tools, and erosion gear