Goodnotes templates

Hi all

I’m looking for a custom GoodNotes template designed specifically for my role as Technical BDM at Guardian Electrical. To be used on an iPad pro with pencil

I need a meeting notes template that ensures I consistently capture all critical information on every site/customer visit — and that nothing gets missed.

⭐ Template Requirements (Must Include)

Header Section
• Customer Name: __________________________
• Site Address: ____________________________
• Date: ____________
• Contact Name + Number: __________________
• Meeting Type: (Site Visit / Survey / Quote / Follow-up)

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✅ Site / Technical Checklist Section (Yes/No + Notes)

Please format this section as a structured checklist with Yes / No toggles (or tick boxes) plus space for quick notes where required.

1) Asbestos
• ☐ Yes ☐ No
• If Yes → additional notes box appears (or is included under it)

2) Access for Site (Arrival)
• Notes box included (parking / permits / security / entry info)

3) Isolation of Equipment
• Notes box included (who isolates / when / responsibility / restrictions)

4) High Level Equipment
• ☐ Yes ☐ No
• If Yes → “Type of access equipment required” field:
•
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5) Busbars
• ☐ Yes ☐ No

6) London (or similar requirements)
• ☐ Yes ☐ No

7) Lodge
• ☐ Yes ☐ No

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✅ Equipment / Circuit Breakdown (Yes/No + Quantity)

Please include a grid/table layout with Yes / No + “How many?” for each:
• SP Circuits (SP ccts) ☐ Yes ☐ No | Qty: ____
• TP Circuits (TP ccts) ☐ Yes ☐ No | Qty: ____
• SP DBs ☐ Yes ☐ No | Qty: ____
• TP DBs ☐ Yes ☐ No | Qty: ____
• Panelboards ☐ Yes ☐ No | Qty: ____
• BB ☐ Yes ☐ No | Qty: ____
• EVSE ☐ Yes ☐ No | Qty: ____
• EET ☐ Yes ☐ No | Qty: ____

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✅ Documentation / Drawings Section
• Comprehensive Drawings
• ☐ Yes ☐ No ☐ Other (specify): ________________

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✅ Risk / Compliance Section
• Panel Risk Assessments
• ☐ Yes ☐ No

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✅ Additional Scope / Notes Sections

Please include note-taking spaces for:

Remedials
• Large notes box

EML
• ☐ Yes ☐ No
• Notes box (optional)

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