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Estate inspection checklist

An estate inspection or walkabout record for social landlords and housing officers. Record the estate, the type of inspection, who attended and the blocks covered, then check communal entrances, lighting, noticeboards, stairs, bin stores, fly-tipping, graffiti, paths, grounds, play areas, parking, drainage, boundaries and pests. Add each issue with its location, priority, who is responsible, a job reference and photos; the form counts urgent issues. Record residents' comments and an action plan with owners and due dates, then sign. Every question is listed below, and you can fill the live form in on this page.

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What is an estate inspection?

An estate inspection is a walk round the outside and communal areas of a housing estate to find repairs, cleaning and safety issues. Croydon Council describes its estate walkabouts as an inspection of the exterior and communal grounds with residents, tenancy and repairs officers and caretakers, taking an hour to two and a half hours, followed by an action plan with the issue, what will happen next and the time frame. The Regulator of Social Housing's Safety and Quality Standard requires landlords to understand and fulfil their maintenance responsibilities for communal areas.

Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against Regulator of Social Housing: Safety and Quality Standard, Regulator of Social Housing: Neighbourhood and Community Standard and Croydon Council: estate walkabouts.

Try the estate inspection form live

Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.

Live form: Estate InspectionOpen full screen ↗
See a filled-in example

Open the completed example to see fictional readings, notes, photos and calculations. Choose Blank form to try entering your own answers.

Want to see one filled in? See a completed estate inspection report (PDF), made by SiteSurvey from a fictional site visit.

Walk Cam route · four guided clips

Record the estate inspection on video

Walk the estate on a set route: entrances, communal areas, bin stores and open space, with each issue tied to a place.

Record the estate, route, date and who walked it, such as residents, the housing officer and the caretaker. Film places, not people. The four AI-generated clips illustrate one route, not a real estate.

See the footage in a report

A fictional six-page example with the four points, twelve stills from the clips, observations, follow-up actions and the limits of a visual record.

View the visual evidence (PDF) ↗ · Download the full sample report

Visual evidence page from the estate inspection visual route sample report, with footage stills and observations

Video records visible condition on the day. It is not a stock condition survey, fire risk assessment or play equipment inspection. Example footage was generated in Google Flow and the observations are scripted; no real site is shown. Walk Cam works inside any form in the app. How Walk Cam works · All visual inspections

Every question in the estate inspection template

An estate inspection or walkabout for social landlords: who attended, communal entrances, lighting, bin stores, fly-tipping, paths, grounds and play areas, each issue with photos and who is responsible, and an action plan. 3 sections and 79 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.

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
  • Site: the site, when the form is opened for a space or a product
  • Site address: the site address, from the space or the project

Estate

  • ProjectShort answer
    Fills in from the project name
  • ClientShort answer
    Fills in from the project's customer
  • Site*Short answer
    Fills in from the site, when the form is opened for a space or a product
  • Site addressShort answer
    Fills in from the site address, from the space or the project
  • Inspection date*Date
  • TimeTime
  • Lead officer*Short answer
  • InspectionChoose one
    • Scheduled estate inspection
    • Estate walkabout with residents
    • After a complaint or report
  • Who attendedTick all that apply
    • Residents
    • Housing or tenancy officer
    • Repairs officer
    • Caretaker
    • Local councillor
    • Grounds maintenance contractor
    • Police or community safety
  • Blocks and areas coveredShort answer
  • Weather captureAnswer

    Record estimated current conditions for this visit. Keep your observations, visibility and local site conditions in the existing field below.

  • WeatherShort answer
  • GuidanceThe Regulator of Social Housing Safety and Quality Standard (England, from 1 April 2024) requires registered providers to give an effective, efficient and timely repairs and maintenance service for homes and communal areas, and to understand and fulfil their maintenance responsibilities for communal areas. A dated estate inspection shows what was seen and what was done about it.

Estate checks

  • Communal entrance doors, entry system and locksChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Communal entrance doors, entry system and locks” is “Defect”
  • Internal and external lighting workingChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Internal and external lighting working” is “Defect”
  • Noticeboards and signs up to dateChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Noticeboards and signs up to date” is “Defect”
  • Stairs, landings and corridors clean and clearChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Stairs, landings and corridors clean and clear” is “Defect”
  • Bin stores clean, bins not overflowingChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Bin stores clean, bins not overflowing” is “Defect”
  • No fly-tipping or dumped bulky wasteChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “No fly-tipping or dumped bulky waste” is “Defect”
  • No graffiti or vandalismChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “No graffiti or vandalism” is “Defect”
  • Paths, steps and ramps free of trip hazardsChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Paths, steps and ramps free of trip hazards” is “Defect”
  • Grass, shrubs and trees maintainedChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Grass, shrubs and trees maintained” is “Defect”
  • Play area and equipmentChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Play area and equipment” is “Defect”
  • Parking areas and garages (abandoned vehicles)Choose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Parking areas and garages (abandoned vehicles)” is “Defect”
  • Drains and gullies clear, no standing waterChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Drains and gullies clear, no standing water” is “Defect”
  • Fences, gates and wallsChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “Fences, gates and walls” is “Defect”
  • No signs of pestsChoose one
    • OK
    • Defect
    • Not applicable
  • What is wrong?Short answer
    Shown when “No signs of pests” is “Defect”
  • Score at the last inspection (%)Number

    Optional. From the last inspection of this estate, to show the change.

  • Checks OKWorked out by the form
  • DefectsWorked out by the form
  • Not applicableWorked out by the form
  • Estate score (%)Worked out by the form

    Checks OK as a share of the checks that applied.

    Shown only when the answers above make it relevant
  • Change since the last inspection (points)Worked out by the form
    Shown only when the answers above make it relevant
  • Issues found
    Repeat for each issue. Each one asks:
    • Issue*Short answer
    • Block or locationShort answer
    • Where it is (GPS)Short answer

      Optional. Mark the spot, so the repairs or caretaking team goes straight to it.

    • PriorityChoose one
      • Urgent: health and safety
      • Repair
      • Cleaning or caretaking
      • Refer to another team
    • Who is responsibleChoose one
      • Landlord repairs
      • Caretaking or cleaning
      • Grounds maintenance
      • Council (waste, highways, enforcement)
      • Resident or leaseholder
      • Other
    • Made safe on the day?Yes or No
      Shown only when the answers above make it relevant
    • Repair or job referenceShort answer
    • Size: width (m)Number

      Optional. For graffiti to remove, or a damaged wall, fence or surface. Measure from a photo taken square on, with something of known size in the same plane: a standard brick course is 75 mm, so eight courses are about 600 mm.

    • Height (m)Number
    • Area (m²)Worked out by the form
      Shown only when the answers above make it relevant
    • is_unsafeWorked out by the form
    • WarningUrgent and not made safe on the day. Report it for an emergency repair before you leave the estate, and record the reference.
      Shown only when the answers above make it relevant
    • PhotosPhotos
  • Urgent issuesWorked out by the form
  • RepairsWorked out by the form
  • Cleaning or caretakingWorked out by the form
  • Referred to another teamWorked out by the form
  • Urgent, not made safe on the dayWorked out by the form
  • WarningUrgent health and safety issues found. Make them safe or report them for an emergency repair before leaving the estate.
    Shown only when the answers above make it relevant
  • Overall standard of the estateChoose one
    • Good
    • Acceptable
    • Poor
  • CheckThe overall standard is marked Good but an urgent health and safety issue is recorded. Check the overall standard reflects what was found.
    Shown only when the answers above make it relevant
  • Walk Cam: estate inspectionWalk Cam video with voice-to-text

    Optional. Film the four guided points on the SiteSurvey app; each clip keeps its spoken note.

Actions and sign-off

  • Comments raised by residentsNotes
  • GuidanceCroydon Council, for example, produces an action plan after each estate walkabout setting out the issue, what will happen next and the time frame to resolve it. Give each action an owner and a due date.
  • Will the action plan be shared with residents?Yes or No
  • Are further actions needed?Yes or No
  • Further actions
    Repeat for each action. Each one asks:
    Shown when “Are further actions needed?” is Yes
    • What needs doing?*Notes
    • PriorityChoose one
      • Urgent
      • High
      • Medium
      • Low
    • Who will do it?Short answer
    • Due dateDate
    • StatusChoose one
      • Open
      • In progress
      • Completed
  • Actions open or in progressWorked out by the form
    Shown when “Are further actions needed?” is Yes
  • Next inspection dueDate

    Set by the landlord's own inspection programme.

  • Days until the next inspectionWorked out by the form
    Shown when “Inspection date” is answered and “Next inspection due” is answered
  • CheckCheck the date. The next date is before the date of this visit.
    Shown only when the answers above make it relevant
  • Inspector name*Short answer
  • Position or companyShort answer
  • Inspector signatureSignature
  • CheckSigning records what was found on the day. It does not make unsafe equipment safe or replace a thorough examination, design check or service by a competent person.

Scope and responsibility

This is an estate inspection record, not a fire risk assessment, a stock condition survey of each home or a play equipment inspection by a specialist.

What a useful entry looks like

Issues, owners and the action plan

Record each issue where it was seen, who is responsible and the job reference. Give every action an owner and a due date, and note what residents raised.

Barwell House entry door does not latch. Raised as urgent repair R-48213, repaired the next day. Action plan posted on the block noticeboards.

Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.

See it filled in

A completed estate 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.

See completed form (PDF) ↗

Estate inspection FAQs

Do social landlords have to inspect estates?

The Safety and Quality Standard (England, from 1 April 2024) requires registered providers to give an effective, efficient and timely repairs and maintenance service for homes and communal areas, and to understand and fulfil their maintenance responsibilities for communal areas. It does not set an inspection frequency; a dated estate inspection is one way to show what was seen and done.

Who should attend an estate walkabout?

Croydon Council's walkabouts normally involve a small group of residents, tenancy and repairs officers and caretakers, with local councillors invited. The form records who attended.

What happens after the inspection?

Produce an action plan. Croydon's sets out each issue, what will happen next and the time frame to resolve it. The form gives each action an owner, a due date and a status, and records whether the plan will be shared with residents.

What about shared spaces the landlord does not maintain?

The Regulator's Neighbourhood and Community Standard asks landlords to work with tenants, other landlords and relevant organisations to take all reasonable steps to ensure the safety of shared spaces. Record who is responsible for each issue, such as the council for fly-tipping or highways.

Can I film the walk round?

Yes. The form ends its checks with an optional Walk Cam route on the SiteSurvey app: the estate overview, a communal entrance, the bin store and the grounds and play area, each clip with its spoken note.

Does it count urgent issues?

Yes. Mark each issue's priority and the form counts the urgent health and safety issues and shows a warning, with a question on whether each was made safe on the day.

Who uses this?

Housing associations, council housing teams, neighbourhood and tenancy officers, caretakers and resident groups.

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