Confirm the scope
Check which parts of the property will be inspected and what the final record will include. A stock condition survey, energy assessment and structural survey serve different purposes.
Make access straightforward
Arrange access to the agreed rooms and building components. Keep routes clear and let the surveyor know about locked areas, pets or any access requirements. Never move heavy items or use unsafe ladders just to make an area available.
Gather useful evidence
Previous reports, heating installation records and insulation certificates may help the surveyor understand the home. Tell the surveyor about leaks, intermittent faults or recent repairs.
Ask about the next steps
Before the appointment ends, clarify how the findings will be provided, who receives them and which concerns may need specialist follow-up.
This is general guidance about assessment preparation. For advice about your own property, discuss your requirements with the relevant professional.