Site identification
Clear site name, address, and project number so records are searchable and linked to work orders.
A written installation record reduces ambiguity about product specs, placement, and acceptance while creating a defensible audit trail for maintenance, warranties, and workplace-safety compliance.
Each signer should have authority to accept installation quality or to request corrective action; identify signers on the form.
| Field | Configuration |
|---|---|
| Project ID | Auto-populate from job database to prevent manual entry errors |
| Photo Upload | Require at least one image; accept JPG/PNG up to configured size |
| Signature | Require signer and date; allow mobile signing |
| Routing | Send to installer first, then client approver in sequence |
Verify the chosen platform meets your security and compliance requirements (encryption, access controls, retention), especially for facilities with regulated data.
Clear site name, address, and project number so records are searchable and linked to work orders.
Manufacturer, model, material, color, and batch/serial numbers for warranty tracking and quality control.
Detailed method used, surface prep notes, fastener types, and torque or adhesive specifications.
Exact dimensions, distance from reference points, and orientation to avoid placement disputes.
Before-and-after photos with annotations to verify correct placement and condition at handover.
Installer signature, client acceptance, date, and a corrective-action area for punch-list items.
Annotated floor plan or elevation view showing exact corner guard locations and reference dimensions for future maintenance.
Manufacturer cut sheet, fire rating, and chemical-resistance information relevant to the site environment.
Original warranty terms and any project-specific warranty start date tied to the acceptance signature.
If installation follows a damage event, include incident report or claim number for insurance reference.
Complete and sign the form on the day of installation
Upload images within 48 hours for clear evidence
Clients typically have 5–10 business days to accept or request corrections
Retention begins on the acceptance date in most workflows
Follow manufacturer deadlines; often required at first sign of defect
Installer finishes mounting and records measurements and photos
Facilities or project manager reviews work within 48 hours
Client reviews and signs acceptance or issues corrections
Store signed form and attachments in the site record for retention period
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |