Project & Client
Step 1 of 9Basic project and client details. These appear at the top of the survey report.
Project
Enter a project name.
Enter the project address.
Select the survey date.
Client
Enter the client name.
How the team gets in, parks, and moves materials around on the day.
What the space is like on arrival, and whether it's ready for the install.
RAMS, hazards and protective equipment for this site.
What needs ordering and resourcing before the install date.
What's behind the walls, ceiling and floor where fixings will go.
Sketch the opening and add a note for each key dimension.
Sketch
Draw with your finger or stylus. Use "＋mm" then tap the sketch to drop a dimension label.
Key measurements
Final notes, and confirmation from the surveyor.
Sign-off
Enter the surveyor's name.
Check everything, then generate the PDF to download and send.