Record timing and location
Write down the date, the room or surface affected, and whether the moisture follows rain or another event. Photograph the same area from a consistent position when it changes. Keep these observations together instead of relying on memory at the time of the visit.
Include previous roof and chimney work
A new roof, flashing repair, crown patch, coating, or appliance change may be relevant to the history. Provide records when available, including products used on the masonry. Earlier work is context; its timing alone does not prove that it caused the leak.
Distinguish water management components
A cap, crown, masonry wall, flue, and roof connection perform different functions. A proposal should identify which component is being addressed. A water-repellent treatment is not a substitute for correcting every crack, failed joint, or roof-interface problem.
Protect access without disturbing the evidence
Keep people away from loose material and protect indoor belongings when it is safe to do so. Do not remove chimney components or climb onto a roof to investigate. Report active water entry and any electrical hazards to the appropriate professionals promptly.
Expect the scope to follow the findings
The first useful question is not which coating to buy, but which part of the assembly needs attention. The estimate may distinguish repairs from further investigation. Ask what is included, what remains outside the scope, and how additional findings would be handled.
