Decide what you need to learn
A demonstration is most useful when it answers a specific question. You might need to understand controls, visibility, access, attachment changes or whether the proposed setup can achieve the intended finish. Write those questions before the visit.
Send your job brief and access notes to the supplier. Ask them to confirm what can be demonstrated, who will operate the equipment and what site preparation is needed. A demonstration does not replace training or a suitability assessment.
Identify the exact setup
Record the machine model, configuration and attachments shown. Ask which options are included in the quoted price and which are fitted only to the demonstration machine. Photograph details only with permission and without approaching operating equipment.
If the machine differs from the one you are considering, ask the supplier to explain the difference. A comfortable seat or smooth operation on one model does not establish how another will perform.
Ask questions that connect to your work
Ask how the maker's operating limits apply to your jobs, where those limits are documented and what training is recommended. Ask how routine checks are performed safely and which tasks require a competent service provider.
Discuss transport and storage dimensions, service access and attachment compatibility. If a claim depends on a particular setting, attachment or ballast arrangement, ask for that condition to be recorded in the proposal.
For a tractor, bring the information needed for the implement matcher. Use it to organise questions, not to overrule the manuals or the supplier's assessment.
Observe without turning it into a test claim
Record what you actually saw and the conditions in which it happened. Distinguish that observation from something the demonstrator told you. A short demonstration in favourable conditions does not establish long-term reliability or performance on your holding.
If you are invited to operate equipment, only do so with the necessary competence, authorisation, instruction and site arrangements. Do not assume a sales visit makes unfamiliar machinery safe to use.
Ask about life after delivery
Find out who handles servicing, warranty enquiries and parts supply. Ask about service scheduling, collection charges and support when a fault prevents use. Request written warranty terms rather than relying on an informal assurance.
Arrange a proper handover if you buy. It should address the actual equipment supplied and leave you with the relevant documentation and training arrangements.
Take the decision away with you
After the demonstration, list answered questions, unresolved points and changes needed to the quote. Compare suppliers using the same job brief. Avoid making an expensive decision simply because the demonstration day went well.
Use HSE's tractor safety guide as further reading. The next useful step is a clear written proposal that connects the machine, its configuration and its support to the work you need done.