The website can explain the shape of the process, but the customer-specific agreement and applicable practice standard define the actual inspection.
Purpose
Why the inspection is being arranged and who the client is.
Property facts
Type, age, size, occupancy, utilities and access.
Included areas
Visible and accessible systems or areas named in the agreement.
Limitations
Conditions, exclusions and access constraints that affect the visit.
Put it into practice
A simple sequence to follow.
- 01
Bring the property facts together
Keep the address, property type, timing and access contacts in one place.
- 02
Review the agreement
Confirm the purpose, included scope, limitations, fee and report recipient.
- 03
Keep questions attached
Ask scope and report-process questions through the same appointment record.
