A form starts the brief
Sending the details identifies the work you want to arrange. It gives the team an opportunity to confirm quantities, address details, access and any missing information.
A quote defines the proposed work
Read the included scope, price and validity before accepting a tailored instruction. Raise questions when something in the brief does not match the property or the outcome you need.
An appointment needs agreement
A preferred date is a request for availability. Attendance still depends on confirmation of the professional, access and the agreed instruction. Keep the reference and contact the team if the arrangements need to change.
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.