Location and contact
Property name, full address, postcode and the person who can arrange site access.
01
Start with the estate you have
A useful portfolio plan begins with a reliable site list. Properties may have different system types, inspection dates and access arrangements. Understanding those differences helps prioritise the work and agree a practical programme.
02
What to include in your site list
Equipment overview
System types, approximate quantities and any asset schedules or cooling capacities.
Existing inspection
Previous report reference or inspection date, if available.
Practical constraints
Inductions, escort requirements, access windows and any deadline affecting the property.
03
Agree priorities before appointments
Flag sites with expired or missing reports and those approaching their next inspection. We can review those alongside your operational needs when defining the scope. Share uncertainty in the records rather than assuming every building has the same status.
04
Keep each property traceable
Confirm how properties and systems should be named on the agreed schedule. Keep the corresponding reports and references against each site so your facilities team can find them later.
05
A programme that fits your organisation
Property and facilities teams
Coordinate site contacts and access information across an estate.
Managing agents
Clarify the relevant client, building and plant responsibilities before the visit.
Multi-site occupiers
Bring different locations into one enquiry while retaining the details of each property.
06
Request a portfolio scope
Choose the number of sites in the quote form and summarise your locations in the notes. There is no need to enter every equipment item at the first enquiry. We can confirm the further information needed to prepare the programme.
For the official requirements, read the government guide to air-conditioning inspections ↗.