Stage 2
Check and book a visit
Decide if someone must go to site. The client must know what it will cost before anyone goes.
Look at what you have
Look at the photos, video and job records. Phone the client. Ask what is wrong and what might have caused it. Fix simple things by phone if it is safe. Never ask the client to lift heavy cupboards or try an unsafe repair.
Say what the call-out fee covers
Tell the client the fee, whether VAT is included, travel costs, what it covers and when to pay. Say if the fee comes off the repair. Write down that they agreed. The fee does not cover parts or repairs. Those cost extra and must be approved.
Get the visit pack ready
Give the inspector the problem, job number, drawings, photos, earlier repairs and any charges the client agreed. Say if the visit is only to look, or if some work is approved.
Confirm the visit
Agree the date, time and who will meet you. Check access and parking. Take a tape or laser, level, square, marker, a phone and the inspection form. Take tools and parts only if the work is approved.
