Build a useful schedule
List each full address, the services needed, relevant quantities and any deadlines. A postcode on its own does not identify the flat, unit or communal installation.
Coordinate the keyholders
Include access arrangements and whether an occupier, agent or building manager controls the areas required. Confirm permissions before arranging attendance.
Separate different kinds of work
An energy assessment, electrical inspection and gas check may need different professionals. Mixed-use premises and communal systems should be described clearly.
Plan the next actions
Review the results and discuss any follow-up work. Keep the accepted quotation, reports and later confirmations with the individual property.