Start with the existing records
Identify which assessments are being requested and what earlier certificates or reports are available. A package groups the request, not the inspection methods.
Give each professional the useful details
Electrical, gas and energy work need different property information and access. A keyholder may need to support separate visits, especially when the team confirms different professional availability.
Keep the records separate
Store the resulting documents against the correct property and note their dates and findings. Ask about any follow-up work instead of assuming one certificate resolves an issue identified by another inspection.
A short preparation list
- Find the current EPC, if there is one.
- Gather records of heating, insulation and alterations.
- Arrange normal access to the agreed rooms and equipment.
- Tell us about a keyholder, restricted areas or shared services.
Share what is available and explain anything that cannot be accessed safely. Leave equipment covers, gas fittings and unsafe spaces untouched.
Before the instruction is agreed
Check that the full address, work and expected output match the property. Say whether the assessment concerns one unit, several dwellings or a shared system. A previous report can be useful without proving that the new instruction has the same scope.
Keep a note of the questions still to resolve: the evidence needed, professional role, access arrangements and whether follow-up work is separate. Ask the team to explain a gap before attendance rather than relying on an assumption.
Put the next step in the right place
Use the service brief for the included output and exclusions. Use the booking or quotation form for the property details. Keep the eventual assessment with the address records; this guide is preparation material rather than a report on the building.