Prepare the right starting point
Identify the person authorising work and the occupant who can provide entry. Share the reporting history and any prior plumbing visits, so everyone starts with the same information.
Agree authority and scope
Agree access with occupants and clarify which parts of the building or supply are included. Wider shared systems require a separate quotation.
A clear record at the end
The Trace & Access report brings relevant checks, access and plumbing work into one record. Explain any reporting requirements before the visit, and retain the document with the repair details.