Property reporting

A clear record of what was seen and what needs attention.

Reports and communication formats may vary according to the individual service arrangement. The layout on this page is a model of the information, labelled as an illustrative property report. It is not a customer file.

12 — Report

Know what was checked. Know what needs attention.

A useful update names the visit, the areas observed and the items that need a decision. The panel beside this text is an example of that structure. It is not a customer report.

Reports and communication formats may vary according to the individual service arrangement.

Illustrative property report Example data only

Property 01

Property visit

Date: 23 Sep
Access: Checked
Interior condition: Observed
Exterior condition: Attention item
Maintenance: Follow-up
Security observation: No visible issue recorded
Photos: 4
Owner action: Review requested

VisitWhich attendance the note refers to.
Property identifierA reference agreed with the owner. The example on this page uses Property 01 only.
DateThe date of the visit.
AccessWhether the agreed access was used.
InteriorVisible interior observations within scope.
ExteriorVisible exterior observations within scope.
MaintenanceItems that may need approval or a contractor.
Security observationVisible access notes. Not a monitoring log.
PhotographsIncluded where photography has been agreed.
ActionWhat the owner is being asked to decide.
Follow-upThe next agreed step, if there is one.

Conceptual property-oversight atmosphere combining a calm interior and exterior. Illustrative, not a record of a visit.

Observations describe visible conditions at the time of the visit. Hidden defects may not be apparent. A report is not a survey and it is not a certificate.

From property checks and how the care line works, or start an enquiry.

Conceptual nightfall photograph of a British home with warm windows and a dark green setting. Atmospheric, not a client property.

Continue the care

Who looks after the property when you’re not there?

Tell us about the property, how often it is occupied, the type of oversight you require and any maintenance, access or seasonal-care requirements.

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