Enter Project Details
Add the client, address, project stage, contractor, and visit date.
Professional client documentation
Sample Project Review Report
A clear, organized report clients can keep, share, and reference after a consultation or project visit—without needing a login or complicated software.
What clients receive
Clear, professional documentation after every visit.
The report brings the project’s important information into one professional document. It can be prepared in Microsoft Word, saved as a PDF, and emailed directly to the homeowner.
- Client and project information
- Executive summary and overall status
- Visible findings and priority classifications
- Progress photographs with captions
- Recommended next actions
- Punch-list and payment considerations
- Limitations and consultant sign-off
CONSTRUCTION GUARDIAN
Project Review Report
Client: Sample HomeownerProject: Kitchen RemodelStatus: Needs AttentionRisk: Moderate
Executive Summary
Visible work was reviewed at the current project stage. Several items were progressing as expected; one waterproofing condition requires clarification before it is concealed.
Finding #1
Correction or specialist review recommended
The installed condition does not appear consistent with the specified scope shown in the documents provided. Clarification and correction documentation are recommended before work continues.
PHOTO 1PHOTO 2
Recommended Next Actions
Confirm the waterproofing detail, document the resolution, and review the completed milestone before releasing the next related payment.
Simple to prepare
Use the same report for every project.
Open the Word template, replace the sample information, add project photographs, save it under the client’s name, and export it as a PDF when you are ready to send it.
Add Findings and Photos
Copy a finding block for each issue and place the related photographs beneath it.
Send the Final Report
Save the editable Word file for your records and email the client a clean PDF copy.