Surveyor Created Surveys

For a Surveyor to create a Survey they must have permission granted by an admin to create surveys.

If the surveyor has permission to create surveys here is how to create them.

• Log into the survey portal
• From the home page click “Create A New Survey”
• From any page click the “crosshairs” icon in the footer nav.
• In the property text search box enter any part of the property title or address, as long as you enter at least 3 characters.
• Choose a property from the list of found properties.=
• Only trades with fixtures will appear below the properties.
• Choose a trade.
• Choose a due date
• Enter any special instructions
• Choose to have an email sent to yourself (the surveyor)
• An email informing of the new survey will be sent to
• Any admin who has favorited the property.
• If none, all super admins will receive an email.