Keep assessments in their own versions
Record the author, date and scope of each supplied assessment. Show later documents alongside earlier ones rather than merging their conclusions. If it is unclear whether one document replaces another, ask the responsible professional to establish that relationship.
Match the proposal to its stated basis
Compare the proposal's references with the checked assessment record. Identify missing attachments or unexplained differences as questions. The assistant can prepare a factual comparison, but an engineer or other appropriate professional must interpret findings and approve technical work.
Give the customer a clear administrative response
Separate administrative questions about appointment times, missing attachments and quote versions from structural questions that must go to the engineer or specialist.
Work you can get help with
Illustrative scenario using sample information.
Keep assessments in their own versions
- What you provide
- Assessment documents, dates, authors and stated scope.
- The useful result
- A document index with version relationships still needing confirmation.
- When the task is complete
- The responsible professional identifies the assessment basis for the proposed work.
Match the proposal to its stated basis
- What you provide
- Proposal, referenced assessment and missing-attachment status.
- The useful result
- A comparison of stated work and the documents it refers to.
- When the task is complete
- The technical reviewer resolves the questions before the scope is agreed.
Give the customer a clear administrative response
- What you provide
- Customer questions, checked documents and assigned reviewer.
- The useful result
- A response draft with technical questions clearly assigned.
- When the task is complete
- The office records the reviewed reply and any unresolved decision.
Questions you may have
What should we check when a proposal refers to a missing attachment?
Request the attachment and ask the responsible professional to clarify which assessment supports the proposed work.
Should an older report be removed?
Preserve relevant history and identify which document the responsible professional says is current. Do not erase the basis of earlier decisions.
Sources and further reading
- What Happens During a Free Foundation Inspection? | IFR Foundation Repair
Foundation repair: the contractor describes an inspector discussing findings and customer questions, followed by a written report with photographs and a repair proposal when needed.
One contractor's described process; no evidence of version tracking, independent engineering review or the validity of any diagnosis.
2026-11-04
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