Agent and manager portfolio enquiries.
Keep every property organised.
Check what is already held, identify what is due and distinguish each service at each address. A portfolio is easier to arrange when the property list is specific.
Start with the records on file
Check the current EPC, electrical report and gas record for the individual property. Review dates, report findings and whether the installation or dwelling has changed.
Do not treat the three records as interchangeable. Energy performance, electrical condition and gas safety have different assessment methods, professional roles and follow-up requirements.
Compare eligible combinationsPut the property schedule together
- Full address, flat or unit and postcode.
- Required service and known equipment quantities.
- Existing references and relevant findings.
- The keyholder, occupier and managing agent.
- Required output date and access constraints.
Shared buildings need clear boundaries
A private dwelling’s wiring may differ from a communal supply. A flat may use shared heat while retaining individual gas cooking. Explain the actual systems and authority to instruct work before arranging standard checks.
Keep decisions traceable
Retain the accepted scope, references, output and later work confirmations with the relevant property. If a service or address changes, ask the team to review the instruction before relying on the old quote.
Send the address count and service mix.
The team can discuss the work and access arrangements for the actual property list.
Make the deadline useful to the team
Separate the preferred visit date from the date the finished report is required. Explain who provides access and whether the property is occupied. A realistic discussion of both dates is more useful than assuming that submitting a request reserves a same-day certificate.