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What is a Survey?

A survey is a property status report for all fixtures in a particular trade. Surveys are created by admin users. Surveyors receive email notification that a new survey is ready for them to complete. Surveyors complete Surveys via the Surveyor Portal.

TO CREATE A SURVEY

  • Go to the Property/Trade that you want to have surveyed.
  • Find the +Survey button with +Contract and +WOs top right under the trade tabs.
  • Choose a due date, surveyor and add any optional special instructions. 
  • The survey will be issued and an email sent to the Surveyor.

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