Choose the questions that need the property
A visit is most useful when it resolves something that photographs cannot: an awkward carrying route, the junction between retained and removed finishes, or a scope boundary that is hard to describe. Send the existing scope and photo set beforehand, then write a short agenda of unresolved questions. An assessment visit is not automatically a structural survey, material test or approval to start.
Arrange access without creating work
Confirm who can admit the assessor, which rooms are accessible and whether building management must attend. Leave concealed or suspect materials alone. Do not remove a panel, enter an unsafe space or disconnect a service to make the visit more productive. Mark inaccessible areas as limitations and ask what separate investigation is needed.
Walk the route as well as the room
Discuss the removal boundary first, then the route to loading and the places that must stay available. Bring the person who can answer keep-or-remove questions where practical. Record conflicting instructions rather than choosing one on the spot. Keep a private list of decisions, the person responsible and any document needed to support them.
Turn the visit into a revised brief
Afterwards, distinguish confirmed observations from assumptions still used for pricing. Ask whether a return visit or specialist report is needed before an estimate can be finalised. Update the scope of work with dated references, and retain the original questions so an unanswered item does not disappear from the conversation.
Questions to settle before the next step
Use this decision table with the people responsible for your property. Record the actual answers in your private project file.
| Decision | Question or evidence | Next action |
|---|---|---|
| Room boundary | What could be confirmed during the visit? | Record the marked reference |
| Concealed area | What could not be assessed? | Name the follow-up investigator |
| Carrying route | Who controls access? | Confirm restrictions before scheduling |
Keep your completed record private. Bring the relevant scope questions into the optional project planner or discuss them directly with Clearpath.