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Store fixture survey
A retail fixture survey for refits, rollouts and shopfitting. Record the store's format, floor area, ceiling height, floor finish and the best install window, then each fixture by zone with its tag, type, size, shelves, material, condition, damage and the recommended action. The form counts fixtures to replace, redesign and remove, and the store manager signs off. Every question is listed below, and you can fill the live form in on this page.
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What should a store fixture survey record?
A store fixture survey should record the store format, sales floor area, ceiling height, floor finish, trading hours and delivery access, then each fixture's zone, ID, type, quantity, width, height and depth, number of shelves, material, condition, any damage and the recommended action, with photos. A summary for the design team and the store manager's sign-off complete it.
Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against regulation 2 of the Construction (Design and Management) Regulations 2015 and HSE: commercial clients under CDM 2015.
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Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
Open the completed example to see fictional readings, notes, photos and calculations. Choose Blank form to try entering your own answers.
Want to see one filled in? See a completed store fixture survey report (PDF), made by SiteSurvey from a fictional site visit.
Every question in the store fixture survey template
A store fixture survey: store location, every fixture by zone with its tag, type, size, shelves, material, condition, damage and recommended action, with shelf length, floor space and counts worked out. 4 sections and 63 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Client: the project's customer
- Site: the site, when the form is opened for a space or a product
- Site address: the site address, from the space or the project
Store
- ProjectShort answerFills in from the project name
- ClientShort answerFills in from the project's customer
- Site*Short answerFills in from the site, when the form is opened for a space or a product
- Site addressShort answerFills in from the site address, from the space or the project
- Store location (GPS)Short answer
Tap Mark current location at the store entrance. On a rollout it puts every surveyed store on a map for the installers and the delivery team.
- Survey date*Date
- TimeTime
- Store number or name*Short answer
- Surveyed by*Short answer
- Store manager on dutyShort answer
- Store formatChoose one
- High street
- Shopping centre unit
- Retail park
- Concession or shop-in-shop
- Standalone
- Other
- Approximate sales floor (m²)Number
- Ceiling height (mm)Number
Measuring from a photo gives an estimate. Check critical sizes with a tape.
- Floor finishChoose one
- Timber or LVT
- Vinyl tile
- Carpet
- Polished concrete
- Ceramic tile
- Mixed
- Trading hours and best install windowShort answer
- Delivery and install accessChoose one
- Front door only
- Rear service door
- Loading bay
- Centre service corridor
- Walk Cam: store walk-throughWalk Cam video with voice-to-text
Optional. Film a guided walk-through on the SiteSurvey app.
Fixtures
- Zones and departmentsRepeat for each entry. Each one asks:
- Zone or department*Short answer
- Fixtures in this zoneRepeat for each fixture. Each one asks:
- Fixture ID or tag*Short answer
- Scan the fixture tagScan a label: asset number
Optional. Scan the label or tag to capture its numbers.
- Fixture type*Choose one
- Gondola, single-sided
- Gondola, double-sided
- End cap
- Wall unit, slatwall
- Wall unit, shelving
- Island or round display
- Table
- Counter or cash desk
- Clothing rail
- Mannequin or bust
- Display case
- Other
- Quantity of this fixtureNumber
Leave blank for one.
- Width (mm)Number
Measuring from a photo gives an estimate. Check critical sizes with a tape.
- Height (mm)Number
Measure with a tape, or from a photo using something of known size, such as the bay width you measured.
- Depth (mm)Number
Measuring from a photo gives an estimate. Check critical sizes with a tape.
- Shelves or armsNumber
Per unit. Count both sides of a double-sided gondola.
- Shelf length, all units (m)Worked out by the formShown only when the answers above make it relevant
- Floor space, all units (m²)Worked out by the formShown only when the answers above make it relevant
- UnitsWorked out by the form
- Main materialChoose one
- Metal
- Timber
- Laminate
- Slatwall
- Acrylic
- Glass
- Mixed
- ConditionChoose one
- 5: like new
- 4: good
- 3: worn
- 2: poor
- 1: replace
- DamageTick all that apply
- Scratched
- Dented
- Rust
- Missing shelves or parts
- Broken brackets
- Unstable
- Peeling laminate
- None
- WarningUnstable fixture. Tell the store manager and keep it from being loaded until it is fixed or removed.Shown when “Damage” includes “Unstable”
- Recommended action*Choose one
- Keep as is
- Refurbish
- Replace like for like
- Replace with new design
- Remove
- Photos (front and any damage)Photos
- NotesNotes
- This zone: fixture unitsWorked out by the form
- This zone: shelf length (m)Worked out by the form
- This zone: floor space (m²)Worked out by the form
- This zone: fixtures to replaceWorked out by the form
- This zone: fixtures for new designWorked out by the form
- This zone: fixtures to removeWorked out by the form
- This zone: rated poor or replaceWorked out by the form
- This zone: unstableWorked out by the form
- Fixture units surveyedWorked out by the form
- Shelf length (m)Worked out by the form
- Fixture floor space (m²)Worked out by the form
- Fixtures to replaceWorked out by the form
- Fixtures for new designWorked out by the form
- Fixtures to removeWorked out by the form
- Fixtures rated poor or replaceWorked out by the form
- Unstable fixturesWorked out by the form
- WarningUnstable fixture recorded. Tell the store manager before you leave, and make sure it is emptied and kept out of use until it is fixed or removed.Shown only when the answers above make it relevant
Summary
- Summary for the design teamNotes
- Store manager nameShort answer
- Store manager signatureSignature
Actions and sign-off
- Are further actions needed?Yes or No
- Further actionsRepeat for each action. Each one asks:Shown when “Are further actions needed?” is Yes
- What needs doing?*Notes
- PriorityChoose one
- Urgent
- High
- Medium
- Low
- Who will do it?Short answer
- Due dateDate
- StatusChoose one
- Open
- In progress
- Completed
- Inspector name*Short answer
- Position or companyShort answer
- Inspector signatureSignature
- CheckSigning records what was found on the day. It does not make unsafe equipment safe or replace a thorough examination, design check or service by a competent person.
See it filled in
A completed store fixture survey report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Store fixture survey FAQs
How do I record lots of the same fixture?
Add one entry per fixture type in a zone and set the quantity, or one entry per tagged fixture if each needs its own record. Each entry can scan the fixture's asset tag.
How is condition rated?
On a five-point scale from 5, like new, to 1, replace, with a damage checklist covering scratches, dents, rust, missing parts, broken brackets, instability and peeling laminate. An unstable fixture shows a warning to tell the store manager and keep it from being loaded.
What does the recommended action feed into?
Each fixture gets keep, refurbish, replace like for like, replace with a new design, or remove. The form counts fixtures to replace, redesign and remove, which gives the design and estimating team a quick scope.
What store details does it capture?
Store number, format, sales floor area, ceiling height, floor finish, trading hours and the best install window, and the delivery route, such as the front door only, a rear service door, a loading bay or a centre service corridor.
Can I film the store?
Yes. The optional Walk Cam in the SiteSurvey app films a guided walk-through: the storefront, each zone and the back of house delivery route.
Is a store refit covered by CDM 2015?
Usually, yes. The Construction (Design and Management) Regulations 2015 define construction work to include fitting out a structure, and HSE says client duties apply in full to a business carrying out a construction project. This survey is a record of the existing fixtures; it is not the pre-construction information or the construction phase plan.
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