Smart filter
Type what you need to know, such as products that need moving to a different space. SiteSurvey filters every product recorded in the project, groups the results, and adds them to the report in one click.
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Open a project's Spaces tab on the web dashboard. Type a question about its products, such as products that need moving to a different space, or tap a suggested filter built from the project's own answers. SiteSurvey matches the question to the details recorded on the project, shows the filter as chips, and lists only the matching products grouped by space or destination. Send to report adds the result to the project report, ready to export to PDF or Word.
Last updated 17 October 2026.
Every product detail, searchable
A site survey records far more than anyone reads top to bottom: condition, what happens to each item, where it is going, asset tags, service dates. The smart filter turns those answers into questions you can ask, so the move schedule, the disposal list or the items in poor condition take seconds to pull out rather than an afternoon in a spreadsheet.
Capability 01
Ask what needs decontaminating before it moves, everything going to WEEE, or equipment not serviced since January. SiteSurvey matches the question to the fields recorded on the project and shows the filter it used.
Capability 02
Under the box, Try lists ready-made filters built from this project's own answers, each with a count. Tap one and it runs instantly. Grouped by Relocate to turns the survey into a move schedule.
Capability 03
Matching products are grouped by space, or by destination where that helps. Each card shows the photo, where it is, its make and model and the details behind the match. Click a card to open the product.
Capability 04
Send to report adds a section with a heading, the filter and date, key stats, then a table and photos per group. It is ordinary report content: edit it, reorder it, export to PDF or Word.
Office and field, connected
Select Send to report and SiteSurvey adds the result to the end of the project report and opens the Reporting tab: a heading in the words of your question, a line recording which filter was used and when, a summary of products, items and spaces, then a table for each group with the columns most often recorded for those products, and their photos.
✓Heading, filter line and date recorded with the result
✓A table and photos for every group, columns chosen from the data
✓Edit, reorder and export to PDF or Word like any report content
On the Spaces tab
Open a project's Spaces tab and the suggestions are already waiting, built from what was recorded on that project. Tap one, or type your own question, then tighten the result with + chips until it shows exactly the products you need.
✓Suggestions carry a count, so you know what you will get before you tap
✓Chips show the exact filter; add or remove conditions at any time
✓Clear returns to the normal Spaces view with every space showing
The smart filter is a search box on a project's Spaces tab in the web dashboard. Type a question about the project's products in your own words, or tap a suggested filter, and SiteSurvey shows only the matching products, grouped by the space they are in or by where they are going.
Everything recorded against a product in the project: its name, category, manufacturer, model, quantity and space, plus every detail your form captured, such as condition, what happens to it, where it relocates to, asset tag, serial number and last service date. If it was recorded on the project, the filter can find it.
From the project's own answers. SiteSurvey looks at what was recorded and offers the filters that would be useful on this project, with a count beside each, such as Condition: Poor (6) or Grouped by Relocate to (6). A different project gets different suggestions.
SiteSurvey reads the question and matches it to the fields recorded on the project, then shows the exact filter it used as green chips. You can remove a chip, or tap a + chip to add another condition, and the results update straight away.
It adds a new section to the end of the project report and opens the Reporting tab. The section has a heading, a line saying which filter was used and when, a summary of products, items and spaces, then a table and the photos for each group. It is ordinary report content, so you can edit it and export the report to PDF or Word as usual.
Yes. The Grouped by Relocate to suggestion lists every product with a destination, grouped under each one, which is the move schedule a removals or decant team needs. Send it to the report, or add conditions such as Decontamination needed: Yes first.
The smart filter runs on the web dashboard, where project reports are built. The data it searches is captured in the mobile app or on the web, so anything recorded on site is searchable as soon as it syncs.
The filter can only find what was recorded. If your form does not capture condition or what happens to each item, there is nothing to match. Forms that record those details, such as the asset and inventory forms in the library, give the most useful results, and questions work best when they use the words on your form.
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