Start with what is already on file
Review the existing EPC, gas record and electrical report for the correct property. These documents have different purposes and should not be treated as interchangeable.
Identify the next checks
Note what is due and any findings requiring action. Choose the relevant services or an eligible combination; tell the team about changes to the installation or dwelling.
Make access work for everyone
Confirm who will open the property and which rooms or equipment need access. Inform occupiers about the visit and any testing that may affect the supply.
Keep a complete record
Retain reports and supporting evidence at the right address. A certificate request does not automatically include repairs, remedial work or a new inspection of unrelated systems.