Raising and running a survey
I need to get a surveyor to a property.
- Raising a survey: the New survey formEvery field on the New survey form, what's actually required, and how to track a job afterwards from its drawer.
- Job type vs hazard typeTwo independent choices on the New survey form: job type sets the timescale regime, hazard type sets what gets captured and reported.
- Scope of survey and Smart BuildBuilding the manager-to-surveyor brief from presets with Smart Build, drafting a starting point with AI, and setting required rooms.
- Resident intakeThe optional resident-intake fields on a job: reason for inspection, household details, contact preferences and preferred language.
- Report details and presetsReport title and type presets on a job, how they default from the hazard type, and what they do and don't control on the printed report.
- Assigning a surveyYour own surveyor, unassigned, or a contractor organisation — the three assignment states and what changes for each.
- Tracking a survey: the job drawerThe five drawer tabs, how the drawer picks which one to open on, and where the case's stage rail and next-step action live.
- No access: recording attemptsLogging a visit where you couldn't gain access or an appointment outcome, with GPS and an optional photo, sealed the same way as survey evidence.