Explain what is not working now
Start with the practical problem: a room you rarely use, an awkward window, an entrance that does not suit your needs or an exposed outdoor area. Describe when it happens and what you want to be able to do afterwards. A short list of priorities is more useful than trying to specify every product yourself.
Gather photographs and any useful paperwork
Photographs from inside and outside can help introduce the project. Bring existing plans, conservatory paperwork or details of earlier work if you have them. Initial photographs support the conversation; they do not replace site measurements or structural assessment. Tell the team about anything you cannot photograph safely rather than attempting to reach a roof or difficult opening.
Separate essentials from preferences
Explain the features that are important for access or everyday use, then discuss appearance, finishes and other preferences. If you have a budget in mind, say which parts of the project it needs to cover. Bring a few design examples and explain what you like about them. Product inspiration should be a starting point, not a promise that the same arrangement will suit your home.
Discuss scope and property requirements
Ask about removal, disposal, finishing, access to the work area and any related building or electrical work. Mention known restrictions affecting the property and ask which permissions or checks need consideration. For roofline, flat roofing, verandas and canopies, explain the affected area and its use so that the survey can focus on the right scope.
Read the quotation before deciding
Check that the written proposal reflects the opening schedule or room layout, agreed products and finishes, fitting scope, applicable VAT and any material exclusions. Ask for clarification where a detail matters to you. Confirm the terms and a project-specific programme before work is agreed; a requested survey date is not a booked appointment until the team confirms availability.
Your questions answered
Is the survey free and without obligation?
Shire offers a free, no-obligation survey where appropriate. Start with an enquiry so the team can discuss your project and the next step.
Do I have to choose a manufacturer first?
No. Explain your priorities and discuss the suitable product options with the team. The exact system and specification can then be set out in the quotation.
Is my preferred survey date confirmed when I enquire?
No. A date or time you request is a preference. The team must confirm availability before it is a booked appointment.
