Templates are just one of those things that private investigators use on a daily basis. We use templates to format our reports. We use templates to assist us with interviewing individuals. And we use templates for collecting information from our clients.
Private investigators don’t want to have to recreate a document for the same type of work over and over again. Doing that would drive anyone crazy.
Templates are something I have used daily over my career I know you will find these helpful as well.
Below is a list of documents and templates I have created to help investigators, future investigation business owners, and existing private investigation business owners.
Many existing business owners purchase these templates just to make sure they are keeping up to date with the industry while some might be adding surveillance to their services and they need a formatted surveillance template.
If you are new to surveillance or the investigation industry I would recommend the surveillance template as it comes with a formatted template, an example surveillance report and a video walkthrough.
Below is a summary of each document.
Private Investigator Template Bundle (SAVE $)
This bundle contains the following templates and documents at a discounted price:
CLICK HERE FOR THE FOR THE INVESTIGATOR TEMPLATE BUNDLE
Private Investigator Intake Sheet Template
An intake sheet template is a formatted document that collects information about your client as well as specifics about the assignment you are being hired to complete. I use this document in along with the retainer agreement.
CLICK HERE FOR THE INTAKE SHEET TEMPLATE
Private Investigator Retainer Agreement
When you have your own business you will find that using a retainer agreement will be necessary with some clients. A retainer agreement covers many things including expectations of the client as well as specific expectations from the investigator/investigation company.
CLICK HERE FOR THE RETAINER AGREEMENT
Surveillance Report Template
Anyone who plans on conducting surveillance for the investigation business will need a surveillance template. A surveillance template structures information that is obtained during the surveillance so the client can easily understand what took place and what efforts were made.
I also added an example report for new and existing investigators to see what verbiage is used in the report, and how it is used.
I also added a video walkthrough that takes you through the different areas of the report and also shows you how to enter photos within the report.
CLICK HERE FOR THE SURVEILLANCE REPORT TEMPLATE
More investigator templates are being created and I will be adding to this over time.