Site visit instructions

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.

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.

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.