This Client Site Visits and Field Work SWMS (Safe Work Method Statement) is pre-filled and covers workers who drive to and visit client sites, homes and rural properties to inspect, meet or advise. It sets out the hazards, control measures and risk ratings before and after controls for 31 activities, from pre-visit planning and journey logging to check-in closure and emergency response. It's written by WHS specialists, aligned to Australian WHS legislation, and fully editable in Microsoft Word.
Who it's for
Consultants, auditors and inspectors who visit client sites
Sales representatives and account managers
Insurance assessors, valuers and surveyors
Engineers and technical advisers doing site walk-throughs
Field service workers visiting client homes
A SWMS isn't only for construction. Plenty of businesses use one as the written risk assessment for field work, the same way others use a JSA or Safe Work Procedure.
Use it to
Show clients, insurers and auditors how you manage the risks
Apply for tenders, contracts and supplier panels
Get through prequalification with Avetta, Cm3 and other contractor portals
Induct new workers and train them in the task
What this SWMS covers
Pre-visit planning, site entry requirements and journey plans with check-in
Vehicle checks, fitness for work, and driving fatigue, wildlife and weather
Breakdowns, roadside stops and refuelling
Arriving at unfamiliar sites, site inductions and PPE matched to the site
Walking through operational areas with forklifts, falling objects, slips and noise
Dust, fumes, asbestos and lead paint encountered during inspections
Roofs, mezzanines, confined spaces and client plant during inspections
Client power supplies and setting up equipment in occupied areas
Visiting homes, dog attacks, aggression and sexual harassment
Psychosocial hazards, outdoor and rural visits, and biological exposure
Manual handling, working from a vehicle or cafe, and working alone after hours
Packing up, check-in closure, reporting, and emergency response when a worker can't be contacted
What's included
Hazards and control measures for 31 work activities
Risk ratings before and after controls, with a 5x5 risk matrix and the hierarchy of controls
PPE requirements checklist and high risk construction work checklist
Equipment list, materials, and maintenance checks for the vehicle, field PPE kit and portable equipment
Relevant Australian Standards, including AS/NZS 1801 for helmets and AS/NZS 1337.1 for eye protection
Training notes covering lone worker check-ins, conflict de-escalation, duress procedures and fatigue management
Site specific hazards section for anything unique to your job
Worker sign-off sheet and worker consultation record
Why use this template
Saves hours compared with writing a SWMS from a blank page
Covers the most common hazards and control measures for this work, ready to use out of the box
Fully editable, so you can add, remove or change anything to suit your site and how your team works
Helps your business stay compliant, with risk ratings, worker sign-off and consultation records already set up
How it works
Buy online and download straight away. You'll also get an email with your link.
Add your logo, ABN, project and site details.
Check it suits your site and task, edit anything you need to, and consult your workers before you finalise it.
Brief your team and collect signatures.
Common questions
Do I need a SWMS for client site visits?
No. Visiting client sites isn't high risk construction work, so a SWMS isn't a legal requirement. You still have to manage the risks, including driving fatigue and working alone, and a SWMS is a practical way to record how. Clients, insurers and prequalification portals often ask for one.
Does it cover working alone?
Yes. It covers journey plans and itinerary logging, check-in and duress arrangements, satellite phones or personal locator beacons for remote travel, and what to do when a worker can't be contacted.
Can I change it?
Yes. It's a Microsoft Word file, so you can add, remove or change any hazard, control or rating, and add your own logo and details.
Does it suit my state?
Yes. It's written to the model WHS laws and suits all states and territories, including Victoria under the OHS Act and Regulations.
What if it doesn't suit my work?
You're covered by our 30-day money-back guarantee if it isn't fit for purpose.
