Capability 01
Spaces, not scattered folders
Each room or zone becomes the home for its products, forms, photographs and survey information.
Projects and spaces
Make the site
the structure.
Organise every survey around the physical site. Spaces, products, forms, photographs, files and progress remain connected in one living project record.
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01 · Create the projectBring the customer, people and site together.
02 · Define the spacesGive every room and zone its own clear record.
03 · See the whole pictureTrack capture progress without scattered folders.
Project record
A spatial project record
Everything has a place—and a reason for being there.
The project is not a generic task list. It mirrors the real site, making information easier to capture in the field and easier to understand in the office.
Capability 02
Live project overview
See space totals, products, survey completion and files together before opening the detailed record.
Capability 03
Products in context
Know what is installed, surveyed or commissioned and the exact space where each product belongs.
Capability 04
Files and bookings connected
Keep the documents and scheduled site visits attached to the correct customer and project record.
Office and field, connected
Set up once. Open the same project everywhere.
Coordinators build and review the full project on the web. Field teams open the essential spaces and products on mobile without losing context.
✓Search across projects, customers and managers
✓See survey progress at project and space level
✓Give mobile users the same structured site record
Reporting and sign-off
From project record to signed-off job.
Build custom site reports straight from the project — spaces, products, photographs and completed forms become sections you can brand and export. When the work is done, move the project to Sign Off and capture the client's satisfaction rating, comments and signature on the phone.
SiteSurvey · Site report builder
✓Compose the report from project sections — products, photos and forms
✓Move the project through its stages to Sign Off when work completes
✓Client signs on glass; the PDF and CSV are emailed automatically
Does SiteSurvey offer workflow automation?+
No. SiteSurvey does not use rules-based automation, triggers or Kanban boards. Work is organised through projects, spaces, forms, bookings and visible survey progress instead—which covers what most field teams need without an automation builder to maintain.
Read the full answer →How is a survey project organised?+
Each project mirrors the real site. Rooms and zones become spaces on the floor plan, and every product, form, photograph and file is assigned to the space it belongs to—so information stays in context instead of scattered folders.
Can the whole team work in the same project at once?+
Yes. Coordinators plan and review on the web platform while field teams capture on mobile. Everyone works from the same structured project record, with progress visible as work is completed.
Read the full answer →How do office and field teams stay in sync?+
Forms, photos, notes and product data captured on mobile synchronise to the web platform, so the project overview always reflects the latest site activity—including work captured offline once connectivity returns.
Read the full answer →How do I set up my first project?+
Create the project with its customer and team, define the spaces on the floor plan, then attach the products and forms each space needs. Field users see the same structured project on mobile straight away.
Read the full answer →See it on your next site