Ask for photos only when safe, and let the customer know if the visit is diagnostic rather than a full repair. Confirm who will be present, parking or entry instructions, and whether tools or power are needed. Restate any fee and cancellation terms.
Confirm the exact site, person who will meet you, access arrangements, parking or equipment constraints, and what the customer wants assessed. Ask for safe photos or measurements only when useful, and tell them not to approach hazards to take them. Explain whether the visit has a charge and what deliverable follows. Verify the contact and location before travelling to avoid unnecessary disclosure or wasted trips.
Confirm whether the site is occupied, whether a decision-maker will be present, and how the customer wants you to enter or check in. Avoid requesting alarm codes in advance; arrange secure access directly when needed. If a visit may be unsafe or inappropriate, pause and agree another way to assess the work.
Afterward, send the written findings and next step. List your site-assessment process on KobStore; create a page so customers know what to expect.
