Before the visit, ask for photos and basic scope information. State whether inspection is free or charged, whether the fee is credited to the work, and what the customer should prepare. During the visit, note measurements, access, materials, and conditions that affect labour.
Use the visit to record measurements, access, existing conditions, customer priorities, and any safety or permission constraints that affect the scope. Tell the customer whether the visit is free or chargeable before confirming it, and whether the estimate will follow afterward. Photograph only what is needed and obtain permission. Do not describe an assessment as a final fixed quote if hidden conditions remain unknown.
Explain what the customer should make accessible and whether the assessment can proceed if the decision-maker is absent. Record assumptions and send a dated quote. If hidden conditions change the job, pause and obtain approval for a variation.
Send the quote by an agreed date and label any assumptions. KobStore can describe your assessment process publicly; create a service page so customers know what to expect before requesting a visit.
