Before entry
Confirm written authority, appointment time, access method, alarm instructions, occupants or pets, known hazards, approved attendees, and emergency contacts.
Exterior observations
Photograph doors, windows, roof areas visible from the ground, siding, yard, driveway, mailbox, deliveries, visible storm effects, and signs of entry or damage.
Interior observations
Photograph each room, visible water or staining, obvious odors, thermostat, accessible utility indicators, pests, open windows, personal property disturbance, and anything changed since the last visit.
Access record
Record arrival and departure, who entered, why they entered, keys transferred, vendor tasks, photos taken, and follow-up requested.
After the visit
Separate urgent safety issues, professional referrals, client decisions, and routine next steps. Store the report securely and share it only with authorized recipients.