Help centre
How-to articles for every area of HousingSurvey Pro — the management portal, the capture app, integrations and every configuration screen. Browse by area, or find what you need by task below.
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AI-generated from our own documentation only — always double-check anything important.
I need to…
- …get oriented as a new organisationHow HousingSurvey Pro fits together
- …get a surveyor to a propertyRaising a survey: the New survey formThe schedule calendar
- …manage our property registerThe property register
- …track a case from raised to closedThe case lifecycle end to end
- …add a contractor and send them work the same dayThe contractor directory
- …find a sealed survey and its reportThe evidence register
- …connect our AI providerConnecting your AI provider
- …send evidence into our own systemsWebhooksSending and pulling files over SFTP
- …test an integration before relying on itTesting a connection
- …set up single sign-on for our staffSSO end to end
- …work in a property with no signalWorking offline and syncing
- …find an invoiceInvoices, VAT and the billing portal
Browse by area
Getting started
I'm new here and I need to get oriented.
- How HousingSurvey Pro fits together
- Signing in
- Creating your organisation
- The setup wizard, step by step
Properties and tenancies
I need to manage my stock.
- The property register
- Importing properties from CSV
- The property timeline
- Adding a property manually and address lookup
Raising and running a survey
I need to get a surveyor to a property.
- Raising a survey: the New survey form
- Job type vs hazard type
- Scope of survey and Smart Build
- Resident intake
The capture app
I'm the surveyor on site.
- Installing and signing in
- Your job list
- Working offline and syncing
- Photos, geotagging and the photo policy
Awaab's Law and statutory timescales
How the statutory clock works, and what it covers today.
- How the statutory clock works
- Phase 1 today
- Phase 2: capturing before it commences
- Deadline alerts and escalation
Scheduling and dispatch
I need to get the right person to the right job.
Contractors
Managing your supply chain.
- The contractor directory
- Adding a contractor: external firm vs in-house surveyor
- Invite codes and grants
- Dispatching work to a contractor
AI
What AI does here, and its boundaries.
- How AI is used, and its boundaries
- Connecting your AI provider
- AI Polish and Smart Build
- AI photo analysis and executive summaries
Billing and plans
Your plan, seats and invoices.
- Your plan and what it includes
- Changing seats and plan
- Invoices, VAT and the billing portal
- Paying by invoice instead of card
Data protection, retention and troubleshooting
Exports, deletion, and when something isn't working.
- Exporting everything your organisation holds
- Deleting your own account
- Deleting the organisation
- Automatic housekeeping