A practical intake checklist for property managers, engineers, and facilities teams.

Build one shared incident record

When reports come in through several departments, front desk staff, maintenance, tenants, security, important details get lost fast. One report might describe a room number without a time. Another might describe a corner of the building without a floor. Individually, neither is very useful. Compared side by side in one place, they usually are.

Set up one shared record for the building and give every department the same simple format to fill in. It does not need to be complicated. It needs to be consistent.

  • Date and approximate time of the report
  • Exact interior location: building, floor, room, or common area
  • Closest exterior wall or roof area, if known
  • Photo or video, if available
  • Name of the staff member who received the report

Add the building history

Previous sealant work, roof repairs, window projects, and earlier wildlife calls can narrow the review significantly. If a section of roofline was resealed last year and reports have picked back up nearby, that is useful context. If a window contractor worked near the reported area recently, that is worth mentioning too.

Note what was changed, roughly when, and where on the building. It is also worth noting whether activity appeared to shift after that work. A pattern that moved from one corner of the building to another after a repair often points to a connected wall cavity rather than two separate problems.

Describe access before the visit

A high-rise inspection plan depends on more than the building's height. Roof hatches, balconies, setbacks, courtyards, loading zones, and restricted floors can all shape how a suspected area gets evaluated, and knowing about them ahead of time saves a wasted trip.

  • Roof and mechanical-level access, including hatch locations and any required escort
  • Available lifts or rope-anchor points, if the building has verified them for use
  • Pedestrian and vehicle areas below the suspected zone
  • Facility rules around visitor badges, safety briefings, or work-hour restrictions

Loop in the right people before the visit

A single point of contact on the property side makes the whole process faster. That person should be able to approve roof or facade access, pull any prior repair records, and coordinate with building engineering or safety staff where the property has them. On larger properties, confirm ahead of time whether a building engineer, a safety officer, or a specific facilities manager needs to sign off on exterior access.

For occupied buildings such as apartments, hotels, hospitals, or campuses, that same contact should flag any restricted areas, quiet hours, or scheduling constraints before the visit is booked, not after a crew has already arrived on site.

What happens during the first review

The first review is usually a phone consultation, often followed by a FaceTime walkthrough or a review of submitted photos and video to establish a working sense of the problem. From there, the team can provide an initial price range before any site visit is scheduled.

Having the incident record, building history, and access details ready before that call means the first review can move straight to the specifics of the building instead of spending time gathering information that could have been sent in advance.

What not to do before the crew arrives

It can be tempting to seal an obvious gap right away, especially if it looks like a quick fix. Resist that instinct until the exterior review is complete. Sealing a gap while bats are still using it can trap them inside a wall cavity or push them further into the building, turning a straightforward exclusion into a much bigger interior problem. The same caution applies to disturbing a suspected roost with pressure washing, netting, or any other improvised method.

Photos that are actually useful

A wide shot of the whole building is less useful than a few close, well-lit photos of the specific area in question: the suspected gap, any staining or droppings, and one reference shot that shows where that detail sits on the elevation. If a phone camera cannot focus that close, a photo taken a few feet back with the area circled or described in a caption works just as well.

Who typically needs to approve exterior access

Exterior access approval usually comes from a small group: the property or general manager, the building engineer or facilities director, and in some cases a homeowners' association board or a corporate real estate contact for a multi-property portfolio. Confirming who actually needs to sign off, and getting that approval moving, before the inspection is scheduled prevents a booked visit from turning into a delay while paperwork catches up.

When the report involves a shared or common area

Lobbies, parking structures, rooftop amenity spaces, and other shared areas need the same location detail as a private office or unit: which entrance, which level, and which direction that space faces on the building. A report of activity in a shared area is often the first sign of a pattern that later shows up in individual units or offices nearby.

Keeping the record consistent across multiple properties

A management company overseeing several buildings benefits from using the same intake format at every property, not just the one with an active report. That consistency makes it possible to compare a new report against patterns already documented elsewhere in the portfolio, rather than starting fresh each time a different building calls.

Start with the building

Tell us what your property team is seeing.

Share the building location, reported activity, and known access conditions. We will use that information to prepare the right first conversation.