Describe the form in plain English and SiteSurvey AI builds it—then refine it conversationally, with pages, validation, prefill and live preview.
You build custom site survey forms in SiteSurvey by describing what you need in plain English—the AI form builder generates the pages, fields and evidence requirements for you, with no coding knowledge required. You can also build visually or start from a reusable template. Field types include short and long text, yes/no, dropdown, radio, checkboxes, photo and file capture, signature, rating, embedded Walk Cam inspections and html content blocks.
Refinement is conversational: ask the assistant to make changes—"add a photo when the answer is No" or "split this into more pages"—and it summarises what it did after each edit. Forms can span multiple pages, validation covers email, phone, date, number and URL input types, and any field can be marked required, including required only while it is visible.
Forms can prefill themselves from the project they are assigned to—customer, site, space, product, contact and booking details fill automatically, and dropdown, radio or checkbox choices can be fed by products, sites, customer contacts or team members by role. A live fill preview with mock data lets you test every path before publishing.
Once your form is configured, assign it to projects, spaces or products directly from the builder. Reusable templates keep company standards consistent across sites, and completed forms stay connected to the project record for reporting and sign-off.
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Describe the form
Tell the AI form builder what you need in plain English and it generates the pages, fields and evidence requirements. You can also build visually or start from a reusable template.
- 2
Refine conversationally
Ask the assistant for changes such as "add a photo when the answer is No" or "split this into more pages", and it summarises what it did after each edit. Forms can span multiple pages, with validation and required fields where needed.
- 3
Configure prefill and preview
Prefill fields from the assigned project, including customer, site, space, product, contact and booking details. Use the live fill preview with mock data to test every path before publishing.
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Assign the form
Assign the finished form to projects, spaces or products directly from the builder. Reusable templates keep company standards consistent across sites.