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.