1. Decide the purpose of each visit
A between-booking check, a monthly visit and a check before your own arrival have different priorities. Name the rooms and accessible outdoor areas, list known concerns and explain what would need an immediate owner update.
2. Keep access instructions clear
Agree keys or a key-box arrangement and confirm the person allowed to enter. Include directions, parking and any areas that should remain closed. Send access codes directly through the agreed contact channel rather than including them in a public review or photograph.
3. Use a repeatable report outline
Ask for the date, accessible areas checked, photographs, visible concerns and any missing supplies. For each issue, include where it was seen and what decision is needed. This is a suggested report structure, not an example of a completed customer visit.
4. Set an approval process
Provide a reliable contact and agree what happens if an issue is found. A check can document visible conditions; a repair or contractor booking is a separate decision. Confirm the scope, budget and who can approve additional work before it begins.
5. Combine tasks where useful
Cleaning, restocking, key holding or small repairs may be combined when the route, access and timing allow. Make each task explicit in the quote. Record what was completed and what remains open so a later visit can pick up the correct priorities.
6. Know the limits of a visual visit
A visual check records conditions at the time of attendance. It does not guarantee the condition of concealed systems or replace a specialist inspection. If a technical issue is suspected, arrange an appropriate professional and use the visit notes to provide context.
View all guides