Property care enquiry to survey report, quote, treatment and guarantee
We take off your hands: answering survey enquiries, writing up reports and quotes from the surveyor's notes, and closing each job with its guarantee.
You get: draft survey reports and quotes from the surveyor's notes and readings, ready for your surveyor to check and issue under their name, plus a guarantee register.
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The problem
Our surveyors are writing reports at night and quotes go out days after the visit.
How the steps join up
It starts when: a homeowner, agent, lender or landlord asks for a damp, timber, basement or sprayed foam survey.
Answer phone calls out of hours and when the office is busy, and book the next step
Draft damp, timber, basement and sprayed foam reports and quotes from site notes
Your team checks and decides at this step.
Follow up open quotes and record why orders were won or lost
Book access appointments with residents and homeowners for works in occupied homes, and cut no-access visits
Prepare task-specific RAMS for review
Turn engineer notes into customer-ready service reports
Close out each home install with sign-off, guarantee and the balance invoice
Give clients a guarantee register with the maintenance each one needs
Log homeowner complaints about installed measures and work them through the scheme's complaint stages and deadlines
Your team checks and decides at this step.
What you end up with: The survey report and quotation are issued under the qualified surveyor's name, the work is done and reported, the homeowner has a guarantee, the guarantee and its conditions are on a register, and any complaint is handled to the scheme's stages.
Who signs it off: Your qualified surveyor checks every report before it goes out under their name, and a manager approves every complaint response.
What it needs to work
- Report templates, rate library and guarantee terms
- Consistent site capture
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Specialist subcontractors
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?