How is SiteSurvey used in facilities management?

Facilities management teams use SiteSurvey to replace paper and spreadsheet-based processes for surveys, inspections, and audits across their property portfolios. Common applications include planned preventive maintenance surveys, building condition assessments, compliance inspections, asset inventories, and reactive defect reporting.

Field operatives and surveyors complete structured forms on a smartphone or tablet, capturing text responses, photographs, measurements, and signatures in a single workflow. Conditional logic within forms means follow-up questions appear automatically when a defect or non-compliance is noted, so operatives are guided through the correct data capture process without needing a supervisor present.

Survey data syncs to the SiteSurvey web portal in real time where connectivity is available, and is stored locally on the device when it is not. This makes the platform suitable for basements, plant rooms, and any area of a building where mobile signal is unreliable. Managers gain a live picture of survey progress without needing to wait for operatives to return to the office.

For FM contractors and in-house estates teams managing large portfolios, SiteSurvey provides a centralised data store for all survey results. Output can be used to populate CAFM or CMMS systems via the API, generate client-facing reports automatically, and support lifecycle planning and capital expenditure prioritisation based on structured condition data.