The building and the reason.
Location, equipment type, access, and the question you need answered help frame the enquiry.
Building service
LOOK AFTER THE
SYSTEMS YOU HAVE.
Plan inspection, testing, or maintenance around the actual equipment, the reason for the visit, and the people who need to be involved.
Existing systems / Planned visitsA CLEAR SCOPE
COMES FIRST.
Tell us about the building and what you need help with. If you have previous reports or equipment information, let the team know they are available. The visit scope and any scheduling arrangements are discussed before work is agreed.
Prepare a service requestWhat the conversation covers
Scope without surprises.
Inspection, testing, and maintenance are different activities. The team discusses which work is being requested.
A record you can use.
Observations and follow-up items should be clear enough for the building team to review and act on.
START WITH
WHAT YOU’VE NOTICED.
Describe the issue in your own words, along with the system type if you know it. Existing records and equipment details can help the team understand the enquiry.
Describe a service needThe work includes the paperwork.
A CLEAR RECORD.
A USEFUL NEXT STEP.
The service record sets out what was reviewed, what was found and which follow-up items need your team’s attention.
What to expect from a visit ↗W /SERVICE VISIT
PROPERTY RECORD
PROPERTY RECORD
Service visit
summary
- Property
- Warehouse
- Scope
- Agreed before the visit
- Observations
- Recorded with context
- Follow-up
- Discussed with your team
A record for
the building team.
A record that points to the next conversation.
Keep the building, agreed work and follow-up context together. Each part of the record has a different job.
- Building context
- The property and equipment discussed before the visit.
- Agreed work
- The scope against which the visit is recorded.
- Observation
- What was noted, with the location and relevant context.
- Next conversation
- The follow-up item and the person who needs to discuss it.
Is this a project enquiry or a service request?+
Use a project enquiry for a new building, an addition, or a planned system change. Use a service request for an existing system, inspection planning, or a maintenance question. If you’re unsure, choose “Help me find the right service.”
What information should I have ready?+
A location, a short description of the building, and what you need help with are a useful start. For project work, tell us the current stage and whether drawings are available. For service, mention the system type if you know it.
Can work be planned around an occupied building?+
Tell us about access, working hours, tenants, and other constraints at the outset. These details belong in the scope and scheduling conversation.
Can I include more than one building?+
Yes. Mention the locations involved and whether the work is similar at each property. Available system records and a main point of contact help organize the discussion.