One record per property

Keep the full address, property type, access contact and relevant certificates together. Distinguish separate flats and shared areas.

Know what you are requesting

List the required services and any deadlines for each address. Previous reports help establish what needs attention.

Coordinate access

Arrange keys and occupant communications early. Combining enquiries can simplify administration, while the visits themselves may be separate.

Follow up on findings

Keep recommended actions and completed work alongside the reports. A new booking should refer to any outstanding issues that affect its scope.

General preparation guidance. The appropriate scope depends on your property and instruction.

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