Collect the useful records
Gather available service records, equipment manuals, repair invoices, and warranty information. These help explain the existing system without promising its future condition.
Request the right inspection
Agree on report scope, operational checks, site access, and delivery timing before the visit. Specialist or code-related questions may require separate inspections.
Separate findings from repair authorization
Keep the condition report and repair proposal distinct. Confirm who can approve work, how invoices should be referenced, and any property deadline.