Overview
Purpose
- State the purpose and scope of the inspection.
- Provide site access details, contacts, and safety requirements.
- List documents or areas to prioritize.
Quality checklist
Ready-to-send
- Confirm date and time with all parties.
- Prepare documents and prior reports onsite.
- Record attendee names and initial findings.
What to include
Use these pieces to keep the inspection requests packet complete.
Core documents
Build the file
- Inspection request letter or email.
- Agenda or scope outline.
- Access instructions and maps.
Supporting proof
Evidence to attach
- Photos highlighting focus areas.
- Prior estimates or reports.
- Security, parking, or safety notes.
Delivery notes
Keep it moving
- Send confirmation with calendar invite.
- Capture sign-in or attendance sheets.
- Share a recap within 24 hours of the visit.