A building survey form that records the limits of the inspection, the property, the windows and roof space, then rates each element 1, 2, 3 or NI with photos, the height for access measured from a photo and a guide cost, with the costs due within 12 months added up. It ends with services, risks to people, further investigations and the surveyor's signature. Every question is listed below, and you can fill the live form in on this page.
✎Every question is editable. Add this form to your account, then change the wording, add or remove questions and options, and make it fit your own jobs.
What should a building inspection checklist include?
A building inspection checklist should record the level of service, the weather and occupancy, what could not be inspected and why, and a condition rating for each element with the defect, likely cause, repair and timescale. It should also cover services, risks to people, suspected asbestos, further investigations and the surveyor's sign-off. RICS ratings run 3, 2, 1 and NI (not inspected).
Rate each element 1, 2, 3 or NI on a phone as you go round. Measure how high a repair is from a photo so the client knows what access it needs, pin outbuildings and boundaries on a large plot, and let the form add up the ratings, the guide costs and the costs due within 12 months.
Height for access, from a photo
Photograph the elevation with the front door as the reference and tap the ground and the gutter. Over 6 m, the form counts it as a repair likely to need a tower or scaffold. It works on web forms in any phone browser today, and the app version is on its way.
The form counts the elements rated 3, 2, 1 and not inspected, adds up the guide costs and the share due within 12 months, and counts the urgent repairs and those above 6 m.
A fictional Victorian terrace at level three: slipped slates and daylight in the roof space, a sagging eaves gutter measured at 6.28 m above ground, sash windows with rot starting, a leaning rear boundary wall pinned by GPS, and £2,730 of the guide costs due within 12 months. Open it as a filled-in form, or switch to a blank copy and try it yourself.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed. Or open a completed example to see every answer, photo and score filled in.
Your team completes the building survey on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the building inspection template
Condition survey of a building: limits of inspection, element by element record, services and risks, further investigations. 8 sections and 111 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
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Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
Project: the project name
Client: the project's customer
Property address: the site address, from the space or the project
1
About the inspection
Who inspected, when, at what level of service and in what conditions.
ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name
ClientShort answer
Fills in from the project's customer
Report referenceShort answer
Property address*Short answer
Fills in from the site address, from the space or the project
Property locationShort answer
Mark it at the front boundary. Tap Mark current location on site. It saves the coordinates, a grid reference and the accuracy.
Date of the inspection*Date
Surveyor name and qualificationsShort answer
Weather on siteAnswer
Level of service agreed with the clientChoose one
Level one
Level two
Level three
Date the terms of engagement were agreed in writingDate
CheckThe three survey levels, the inspection limits for each level and the condition ratings (1, 2, 3 and NI, not inspected) come from the RICS Home Survey Standard, which RICS members and regulated firms must follow for residential surveys in England, Wales, Northern Ireland and Scotland outside the Home Report. Agree the level and the terms of engagement in writing before the inspection.
GuidanceLevel one. The roof space is viewed from the access hatch only. One window on each elevation is opened. Carpets, floor coverings and furniture are not moved.
Shown when “Level of service agreed with the client” is “Level one”
GuidanceLevel two. The roof space is entered and the roof structure inspected. One window on each elevation is opened, and one of each type where they vary.
Shown when “Level of service agreed with the client” is “Level two”
GuidanceLevel three. The roof space is entered. Try to open all windows. Lift the corners of loose carpets where practicable. Describe construction and defects in detail, with remedial options and a timescale.
Shown when “Level of service agreed with the client” is “Level three”
Status of the propertyChoose one
Occupied and furnished
Occupied, part furnished
Vacant
Did possessions, curtains or furniture restrict the inspection?Yes or No
Shown only when the answers above make it relevant
Where, and what could not be seen?Notes
Shown only when the answers above make it relevant
CheckWhere an inspection is restricted, the client must be told. This answer goes into the limits of the inspection.
Shown only when the answers above make it relevant
Any link to the seller, agent or another party to declare?Yes or No
Describe the linkNotes
Shown when “Any link to the seller, agent or another party to declare?” is Yes
Did the client raise any concerns before the inspection?Yes or No
What were they?Notes
Shown when “Did the client raise any concerns before the inspection?” is Yes
Walk Cam: Building survey walkWalk Cam video with voice-to-text
Optional. Film a guided walk-through on the SiteSurvey app.
2
About the property
Type, age, construction and accommodation.
Type of propertyChoose one
Detached house
Semi detached house
Terraced house
Bungalow
Flat
Maisonette
Which floor is it on?Choose one
Basement
Ground floor
Upper floor
Top floor
Shown only when the answers above make it relevant
GuidanceFlats. Record the general condition of the outside of the building and the shared areas that lead to the flat. External wall systems are not inspected. If there is a concern about them, recommend further investigation.
Shown only when the answers above make it relevant
Approximate year builtNumber
Has it been extended?Yes or No
Approximate year extendedNumber
Shown when “Has it been extended?” is Yes
Has it been converted, for example a loft conversion?Yes or No
Approximate year convertedNumber
Shown when “Has it been converted, for example a loft conversion?” is Yes
Construction of the walls, roof, floors and windowsNotes
Living roomsNumber
BedroomsNumber
Bathrooms and toiletsNumber
Kitchen and other roomsNumber
Rooms in totalWorked out by the form
Shown only when the answers above make it relevant
Has the current Energy Performance Certificate been seen?Yes or No
Energy efficiency rating on the certificateChoose one
A
B
C
D
E
F
G
Shown when “Has the current Energy Performance Certificate been seen?” is Yes
GuidanceThe survey is not a formal energy assessment. Say in the report that the certificate was not seen.
Shown when “Has the current Energy Performance Certificate been seen?” is No
3
Limits of the inspection
What could not be inspected, and why. These are reported as NI.
How was the outside inspected?Choose one
From the grounds and public land
From ground level at the front only
Not inspected
Why was the outside not inspected?Short answer
Shown when “How was the outside inspected?” is “Not inspected”
Equipment usedTick all that apply
Damp meter
Binoculars
Torch
Ladder
Probe
Camera on a pole
Parts that could not be inspectedTick all that apply
Roof slopes
Roof space
Space under the floor
Chimney flues
Drainage chambers
Outbuildings
Rooms that were locked
Everything was inspected
For each part, why could it not be inspected?Notes
Shown only when the answers above make it relevant
Is there a reason for concern about any of these parts?Yes or No
Shown only when the answers above make it relevant
CheckRecommend a further investigation in section 8 of this form, and say what gave rise to the concern.
Shown only when the answers above make it relevant
GuidanceParts not inspected are listed above. No further investigation is recommended for them as nothing gave cause for concern.
Shown only when the answers above make it relevant
Were there fitted carpets or floor coverings?Yes or No
GuidanceFitted carpets, floor coverings and floorboards are not taken up without the consent of the owner or occupier.
Shown when “Were there fitted carpets or floor coverings?” is Yes
4
Windows
Count them, try them, and record the ones that would not open.
Main type of windowChoose one
Timber sliding sash
Timber casement
uPVC
Aluminium
Steel
Other (describe)
GlazingChoose one
Single
Double
Mixed
Number of windowsNumber
Number openedNumber
Windows not openedWorked out by the form
Shown only when the answers above make it relevant
Share of windows opened (%)Worked out by the form
Shown only when the answers above make it relevant
WarningThe number opened is more than the number of windows. Check the two figures.
Shown only when the answers above make it relevant
Why were some not opened?Tick all that apply
Painted shut
Locked, no key
Blocked by furniture or possessions
No permission
Would need force
Shown only when the answers above make it relevant
GuidanceWindows are only opened where permission has been given and keys or locks work without force or damage. Tell the client which were not opened.
Shown only when the answers above make it relevant
Defects foundTick all that apply
Failed paint
Rot
Broken sash cords
Cracked or broken glass
Misted double glazing
Failed putty or seals
Will not stay open
None found
Where is the rot? Give the window and the part of the frameShort answer
Shown when “Defects found” includes “Rot”
What did the probe find?Choose one
Soft at the surface only
Soft through the section
Not probed
Shown when “Defects found” includes “Rot”
Photos of the window defectsPhotos
Shown only when the answers above make it relevant
5
Roof space and insulation
How it was reached, what was seen and how deep the insulation is.
How was the roof space inspected?Choose one
Entered
Viewed from the hatch
No access
Why was there no access?Short answer
Shown when “How was the roof space inspected?” is “No access”
Height of the hatch above the floor (m)Number
From a photo with a door in the same room, or a tape. Tells the client whether a loft ladder is needed.
Shown only when the answers above make it relevant
WarningThe hatch is more than 3 m above the floor. The standard inspection covers a roof space that is not more than 3 m above floor level, reached by ladder if it is safe to do so.
Shown only when the answers above make it relevant
Insulation typeChoose one
Mineral wool
Natural wool
Blown insulation
Insulation boards
None
Shown only when the answers above make it relevant
Insulation depth (mm)Number
Shown only when the answers above make it relevant
Top up needed to reach 270 mm (mm)Worked out by the form
270 mm is the depth commonly recommended for mineral wool. It is guidance, not a legal limit.
Shown only when the answers above make it relevant
CheckThe insulation is below the recommended depth of 270 mm.
Shown only when the answers above make it relevant
GuidanceThe insulation is at or above the recommended depth of 270 mm.
Shown only when the answers above make it relevant
CheckNo insulation. Record this in the energy matters of the report.
Shown when “Insulation type” is “None”
Is daylight visible through the roof covering or felt?Yes or No
Shown only when the answers above make it relevant
Where?Short answer
Shown when “Is daylight visible through the roof covering or felt?” is Yes
WarningDaylight can mean a gap that lets water in. Rate the roof covering and say whether it needs investigating urgently.
Shown when “Is daylight visible through the roof covering or felt?” is Yes
Signs seen on the roof timbersTick all that apply
Staining
Rot
Wood boring insects
Sagging or splitting
Altered or cut timbers
None seen
Shown only when the answers above make it relevant
Describe what was seen and whereNotes
Shown only when the answers above make it relevant
Photos of the roof spacePhotos
Shown only when the answers above make it relevant
6
Element record
One entry for each element, outside then inside. Rate it, and say why.
GuidanceWhat a good photo shows. Step back to show the whole element, then get close to the defect. Say where it is on the building.
A slate roof, brick chimney stack and gutter seen from the groundClose-up of failed paint and rot at the corner of a timber windowA roof space with rafters and mineral wool insulation between the joists
Elements
Repeat for each element. Each one asks:
ElementChoose one
D1 Chimney stacks
D2 Roof coverings
D3 Rainwater pipes and gutters
D4 Main walls
D5 Windows
D6 Outside doors
D7 Conservatory and porches
D8 Other joinery and finishes
E1 Roof structure
E2 Ceilings
E3 Walls and partitions
E4 Floors
E5 Fireplaces, chimney breasts and flues
E6 Built-in fittings
E7 Woodwork
E8 Bathroom fittings
G1 Garage
G2 Permanent outbuildings
G3 Other grounds and boundaries
Which part, and where?Short answer
Height above ground (m)Number
From a photo of the elevation with the front door as the size reference. Tells the client what access a repair needs: a ladder, a tower or scaffold. An estimate.
Shown only when the answers above make it relevant
Where is it?Short answer
Mark it on a large plot so the client can find it. Tap Mark current location on site. It saves the coordinates, a grid reference and the accuracy.
Shown only when the answers above make it relevant
Which looks most like what you can see?Choose one
Roofline and gutter
Failed paint and rot
Roof space
Construction and materialsNotes
Condition ratingChoose one
1
2
3
NI
GuidanceRating 1. No repair is currently needed. The property must be maintained in the normal way.
Shown when “Condition rating” is “1”
CheckRating 2. Defects that need repairing or replacing but are not considered to be either serious or urgent.
Shown when “Condition rating” is “2”
WarningRating 3. Defects that are serious, or need to be repaired, replaced or investigated urgently.
Shown when “Condition rating” is “3”
Why was it not inspected?Short answer
Shown when “Condition rating” is “NI”
Defect foundNotes
Shown only when the answers above make it relevant
Most probable causeNotes
Shown only when the answers above make it relevant
Repair recommendedNotes
Shown only when the answers above make it relevant
What is likely to happen if it is not repaired?Notes
Shown when “Condition rating” is “3”
TimescaleChoose one
Urgent
Within 12 months
Within 1 to 2 years
Routine maintenance
Shown only when the answers above make it relevant
Guide cost (£), if cost advice was agreedNumber
Shown only when the answers above make it relevant
Cost due within 12 monthsWorked out by the form
Needs a tower or scaffoldWorked out by the form
Photos of the elementPhotos
Counts as rating 3Worked out by the form
Counts as rating 2Worked out by the form
Counts as rating 1Worked out by the form
Counts as not inspectedWorked out by the form
7
Services and risks
Services are looked at, not tested. Risks to people are listed for the client.
GuidanceOnly the visible parts of the services are inspected. No specialist tests are carried out.
Electricity: was a test certificate available?Yes or No
CheckNo certificate seen. Electrical Safety First recommends a check by a registered electrician at least every ten years, or on change of occupancy.
Shown when “Electricity: was a test certificate available?” is No
Date on the certificateDate
Shown when “Electricity: was a test certificate available?” is Yes
Gas or oilChoose one
Mains gas
Oil
LPG
None
Was a service record available?Yes or No
Shown only when the answers above make it relevant
CheckNo service record seen. Gas and oil appliances should be inspected and serviced regularly by a registered competent person.
Shown only when the answers above make it relevant
Drainage: was an inspection chamber cover lifted?Yes or No
Why not?Short answer
Shown when “Drainage: was an inspection chamber cover lifted?” is No
Risks to people foundTick all that apply
Dangerous electrics
Gas or carbon monoxide
No safety glass
Falls from height or steep stairs
Tripping hazards
Unstable parts at high level
Lead pipes or lead paint
No escape in case of fire
Vermin
None found
Describe each risk and how it can be reducedNotes
Shown only when the answers above make it relevant
Is any material suspected of containing asbestos?Yes or No
Where is it, and what is it?Short answer
Shown when “Is any material suspected of containing asbestos?” is Yes
WarningA building survey is not an asbestos inspection. The report should make clear that asbestos is suspected. Do not disturb the material.
Shown when “Is any material suspected of containing asbestos?” is Yes
Where were damp meter readings taken, and what did they show?Notes
Shown when “Equipment used” includes “Damp meter”
8
Summary, further investigations and sign-off
The totals come from the element record in section 6.
Elements rated 3Worked out by the form
Elements rated 2Worked out by the form
Elements rated 1Worked out by the form
Elements not inspectedWorked out by the form
Total guide cost (£)Worked out by the form
Of that, urgent or within 12 months (£)Worked out by the form
Repairs marked urgentWorked out by the form
Repairs above 6 m (tower or scaffold likely)Worked out by the form
CheckUrgent repairs. Make sure the client knows about these before they commit to the purchase or the work.
Shown only when the answers above make it relevant
GuidanceGuide costs are estimates for guidance only. The client should get written quotations before a legal commitment to buy.
Shown only when the answers above make it relevant
WarningAt least one element is rated 3. Say in the overall opinion what needs action first.
Shown only when the answers above make it relevant
Is any further investigation recommended?Yes or No
Which element, and why is it needed?Notes
Shown when “Is any further investigation recommended?” is Yes
When should it be done?Short answer
Shown when “Is any further investigation recommended?” is Yes
Who should carry it out?Short answer
Shown when “Is any further investigation recommended?” is Yes
Matters for the client's legal adviserNotes
Overall opinionNotes
Surveyor nameWorked out by the form
SignatureSignature
Date signedDate
See it filled in
A completed building inspection report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
The form uses the ratings from the RICS description of a Level 3 home survey. Rating 3 is for defects that are serious or need to be repaired, replaced or investigated urgently. Rating 2 is for defects that need repairing or replacing but are not serious or urgent. Rating 1 means no repair is currently needed, and NI means not inspected.
Is this an RICS Home Survey report?
No. The RICS Home survey standard defines three levels of survey, and the form lets you record which level was agreed. A branded RICS Home Survey Report needs an RICS licence and RICS's own report formats. This is a bespoke survey form you can edit to suit your own reports.
How does the form record what could not be inspected?
Section 3 asks how the outside was inspected, which parts could not be reached, such as the roof space, floor voids or locked rooms, and why. It then asks whether there is a reason for concern. If there is, it prompts you to recommend a further investigation in section 8, and if not, it notes that none is recommended for those parts.
Does it check the loft insulation?
Yes. When the roof space is entered or viewed, the form asks for the insulation type and depth. If the depth is below 270 mm it works out the top up needed, noting that 270 mm is the depth commonly recommended for mineral wool and is guidance, not a legal limit.
Are the services tested?
No. The form notes that only the visible parts of the services are inspected and no specialist tests are carried out. It asks whether an electrical test certificate and a gas or oil service record were available, and whether a drainage chamber cover was lifted.
Can I use it on site without signal?
In the SiteSurvey app, yes. The form works offline, attaches photos to each element, collects the surveyor's signature and produces a PDF report or share link when it syncs.