Site visit instructions
Site visit instructions explain how to access and complete an on-property visit, reducing confusion for teams, vendors, and prospects.
Definition
Site visit instructions are the written details that tell someone how to complete an on-property visit. They can include where to arrive, who to contact, how to access the property or unit, parking or loading-dock details, and any steps specific to the visit type. In multifamily operations, these instructions help vendors, prospects, inspectors, residents, and staff arrive prepared and follow the property’s process.
Example
A maintenance vendor is asked to inspect a roof leak at a community. The site visit instructions say to park in the visitor lot, check in with the assistant manager, use the service elevator, access Building 3 through the loading dock, and call the listed onsite contact if the key fob does not work.
Why It Matters?
Clear site visit instructions reduce missed appointments, access issues, and back-and-forth communication. They also help onsite teams protect staff time, keep records consistent, and create a smoother experience for vendors, prospects, residents, and inspectors.

