Identify equipment and components
Provide manufacturer, model, serial, drawing/part numbers and installation photos. Gears, liners, jaw plates, bearings and seals cannot be matched by appearance alone
Operating and maintenance records
Compile hours, process medium, load changes, alarms and recent maintenance. Follow equipment documentation and site isolation procedures for hot, pressurized, rotating or stored-energy systems
Confirm the supply scope
Confirm material, dimensions, tolerances, quantities and technical basis. State availability, inspection, warranty and delivery boundaries in the quotation