Prepare the information first.

The provider should give the actual preparation instructions for an agreed visit. This list helps you check what has been discussed before that point.

Property preparation worksheet

This list records discussion points. It does not approve the property or determine a working method.

The included glazing groups and faces are written down.The provider has explained any excluded or unresolved areas.Ordinary entry and the property contact are agreed.Pets, shared routes and room activity are discussed.Known coatings and nearby finishes are mentioned.The provider has explained what loose items need moving.Heavy furniture and fixed items are left for specific advice.Changes to the property will be reported before the visit.0 of 8 points noted

When the setting changes

Building work, a blocked route or different room use may change the practical review. Tell the provider early and ask whether the agreed scope or arrangements need to be revisited.

Do not improvise access or move heavy objects to complete the checklist. A clear question is the right next step when preparation is uncertain.

Save the unresolved questions.

The local worksheet keeps those points alongside the proposed surfaces.

Prepare a final scope note

Daymark / work index

Define

Prepare

Put it on paper.

Prepare the information first.

Property preparation worksheet

When the setting changes

Save the unresolved questions.