Checklist
Document before you call a pro
A clear description saves time on the phone and usually leads to a more accurate first answer and quote. This checklist is for the calm minutes after a problem is contained or stable, when you are about to call a plumber, electrician, HVAC technician or general contractor. It also helps with an insurance claim if damage is involved.
Only document what is safe to reach and photograph from a distance. If the problem involves a gas smell, burning, sparks, or water near electrics, leave the area first and use the stop and call now checklist.
Your ticks are saved only in this browser, on this device. Nothing is sent anywhere.
Why these items
Trades and insurers ask for similar information: what happened, when, where, what the equipment is and what has been tried. Model and serial numbers let a technician check parts and known issues before arriving. Dated photos show whether a problem is growing, which often decides how quickly someone needs to come out. A written list of what you already did also stops the pro from repeating steps or being surprised by a change you made.
A few cautions
Documenting is not diagnosing. You do not need to work out the cause, and you should not open walls, panels, flues or ceilings to get a better photo. If you are making an insurance claim, keep damaged items and receipts until the claim is settled and follow your insurer's instructions on what to repair before it inspects. Ask for quotes in writing and be wary of anyone who pressures you to decide on the spot.
Where this comes from
The items are drawn from published homeowner guidance on preparing for a repair visit and on documenting damage for an insurance claim, from state insurance regulators and consumer-protection agencies, plus the general intake questions that licensed trades publish for customers. It is a general list, not legal or insurance advice. Check your own policy and local rules.