Free guide + editable Excel tracker

Get your property's records and actions under control.

Practical tools for commercial landlords, owners and occupiers. Bring the records together, identify what needs checking and give the next step a clear owner.

Six-page PDF guideEditable Excel trackerWorked example
Get the starter pack ↓
Illustration of commercial office and industrial property in EDR navy and teal

What you receive

A useful starting point for one property.

01 / THE GUIDE

Know what to bring together.

A six-page guide covering records, responsibilities and completion evidence.

02 / THE TRACKER

Keep the next step clear.

An editable Excel tracker with separate records and actions sheets, date prompts and filters.

03 / THE EXAMPLE

See how the distinctions work.

A fictional worked example covering a missing record, an open finding and incomplete handover information.

Use it on one property first

List it. Assign it. Follow it through.

List what you hold. Record what needs clarification. Agree who will follow through. Then check the completion evidence before closing the action.

If the exercise leaves you with questions about the records, responsibility or work still outstanding, EDR can discuss a Focused Property Review, Project Delivery or Facilities Management support.

You can use the pack without buying a service.

Get your copy

Your guide and tracker, ready to use.

Register below to get immediate access to the starter pack. We record your request using the address you provide. This does not sign you up to the newsletter.

Read how EDR uses your information.

Before you start

Is this the right tool for you?

Who is it for?

Commercial landlords, owners, occupiers and the people coordinating their property records and work. It is a starting tool for one property or a clearly defined area.

Does it tell me whether the property is compliant?

The pack organises information and follow-up. It does not certify compliance or replace fire risk assessments, statutory inspections, specialist assessments, legal advice or technical certification. Confirm the property-specific duties and jurisdiction.

Do I have to join the newsletter or book a service?

You can request the pack without joining the newsletter or buying a service. Newsletter sign-up is a separate choice.

What do I need to use it?

Download the ZIP file after registering, then extract the files. You need a PDF reader and an application that supports Excel .xlsx files. Use the worked example first, then enter your own information on the blank working sheets. EDR does not receive the contents of your local tracker automatically.

Need help with what your list has brought up?

Email the property type, broad location and main issue. We’ll let you know whether EDR can help and what the next step would involve.

Tell us what needs attention →