Condition survey programme to costed maintenance plan
We take off your hands: booking inspections, drafting survey reports, checking the survey data and turning it into a costed maintenance plan and budget.
You get: draft survey reports, checked stock data, and a costed maintenance plan and reserve fund forecast for your director to sign off, with follow-on work logged.
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The problem
Turning a stack of condition surveys into a maintenance budget takes us weeks.
How the steps join up
It starts when: a landlord, managing agent, housing provider or estates client commissions condition surveys of a building, block or portfolio.
Book inspection access with occupiers, keyholders and agents
Draft a site risk assessment before each inspection from the property's records and asbestos information
Draft survey reports from site notes and photos
Your team checks and decides at this step.
Check stock condition survey data for gaps and outliers before it enters the landlord's asset database
Your team checks and decides at this step.
Analyse stock condition survey data across a housing or estate portfolio
Turn condition survey data into a costed planned maintenance plan and budget
Draft a reserve fund forecast for a block from its maintenance plan
Check reports before peer review, route them and record who signed off
Your team checks and decides at this step.
Turn report recommendations into follow-on work opportunities for the client lead
What you end up with: Surveys are booked and drafted, data is checked as it comes in, the portfolio picture is analysed, a costed planned maintenance plan and reserve fund forecast are produced and reviewed, and recommended works are logged for follow-on instructions.
Who signs it off: Your surveyors own their surveys, a director signs off the plan and the client approves budgets.
What it needs to work
- A consistent element list and cost library
- Access to property records
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?