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Facilities & estates teams

PPM rounds, callouts
and the evidence behind them.

Planned preventative maintenance rounds, reactive callouts, fire door and emergency lighting checks, asset condition surveys — captured on the phone in the plant room or riser, filed against the right building, floor and asset, and synced when signal comes back.

From £25 per user per month · trial from £1, cancel any time

Trial from £1Works offlineBuilt for mobile
A SiteSurvey Walk Cam inspection on a phone: the engineer films a cracked external socket cover on a building elevation while live voice-to-text writes the observation — 'socket cover's smashed and the conductors are exposed, isolate it and get it replaced today'
Facilities management recordLive
18Buildings
286Spaces
9Defects
Plant room 2 · PPM roundUpdated

AHU condition recorded, defect raised and photo evidence filed against the asset.

What does inspection software do for facilities management teams?

It lets engineers run PPM rounds, reactive callouts, statutory checks and condition surveys on a phone, and records each result against the building, space and asset it belongs to. Photos, readings and serials are captured offline, and managers see what was checked, what was found and what is still open.

Last updated 26 September 2026.

SiteSurvey for facilities management, at a glance

What it is
A mobile inspection and survey app for iOS and Android, with a web portal, for facilities and estates teams.
Who it is for
Facilities managers, mobile engineers, estates and compliance teams, and FM service partners.
What it records
PPM, statutory and condition checks, asset serials and readings, annotated photos and Walk Cam video, each against a building, space and asset.
Evidence
Each entry is dated and recorded against who captured it. Capture works fully offline and syncs when back in signal.
Price
£25 per user per month on The Works plan, which includes the form builder, floor plans and reports. Trial from £1, cancel any time.
What it does not do
It does not generate or manage the PPM maintenance calendar, and it does not certify compliance or replace a competent person.
01Facilities managers
02Mobile engineers
03Estates & compliance
04Service partners

One estate, five systems

The building record should not live in five different places.

Fire door registers in a spreadsheet, emergency lighting certificates in a shared drive, contractor photos in an inbox and defects in a WhatsApp thread. When an audit or a dilapidations claim arrives, someone spends a week rebuilding what already happened.

01

Asset registers that drift

An AHU is replaced, the serial and filter size change, and the register still shows the unit that was there in 2019.

02

Rounds done differently

Two engineers walk the same PPM round and return different fields, different photo counts and different wording for the same defect.

03

Evidence with no address

A photo of a wedged fire door proves nothing when no one can say which building, which floor and which door it was.

04

Defects that stall

The remedial sits in an email while the inspection that raised it sits in a form — nobody can see which callouts are still open.

05

Signal-dead plant rooms

Basements, risers and roof plant are exactly where the checks happen and exactly where the connection drops.

06

Contractor evidence arrives late

Subcontractor reports come back days after the visit, in their format, unlinked to your asset and space records.

One continuous record

From PPM round to a closed-out defect.

Capture the check once on site and keep its building, space, asset, evidence and follow-up attached all the way through.

01

Start the round

Open the PPM, fire door, emergency lighting or condition survey form for that building on mobile.

02

Pick the space

Tag the check to the exact floor, room, riser, plant area or external zone on the floor plan.

03

Record what you find

Readings, serials, condition ratings, annotated photos — or hold to record a Walk Cam clip while live voice-to-text writes the observation for you.

04

Close it out

Raise the defect, book the return visit, and issue a report managers and service partners can act on.

Basement to boardroom

A live estate record, not another static spreadsheet.

Engineers capture in the plant room with no signal; the round syncs the moment the phone reconnects. Managers see which buildings are covered, which checks are outstanding and which defects are still open — without chasing anyone for a copy.

Reusable PPM, statutory and condition forms across every building

Asset serials, ratings and readings held against the space they serve

Offline capture in basements, risers and roof plant

AI-assisted reports and bookings for the return visit

Facilities management workspace in SiteSurvey
Facilities management mobile field workflow

Facilities management toolkit

Everything a facilities round actually needs.

Inspections

PPM and statutory rounds

Build repeatable forms for PPM schedules, fire door and emergency lighting checks, water hygiene rounds, cleaning audits and condition surveys.

Walk Cam

Hold-to-record video inspections

Film each inspection point while live on-device voice-to-text writes your observation as you speak. Works fully offline; clips and transcripts land in the report.

Assets

An asset register that stays current

Hold serials, models, ratings, service dates, network details and any custom data point against the asset in its space.

Plans

Floor plans and AR room scans

Map rooms, risers and plant areas on the building plan — or scan a space with AR — so every check has a real location, not a naming convention.

Offline

Capture where the signal isn't

Complete rounds in basements, risers and roof plant with no connection and sync securely when the device reconnects.

Resources

Bookings for the return visit

Schedule engineers and contractors, share the project context, and see attendance against the buildings they cover.

Every update has a place

Turn every floor into an operational view.

Map spaces on the building plan and connect each one to its forms, assets, inspections and evidence — so a fire door, an AHU and the last condition survey all sit where they physically are.

Explore floor plans ↗

Facilities management forms

Each one is in the SiteSurvey form library. See every question and try it live, then use it on your projects and change anything you need.

PPM checklist

Planned maintenance visit: records seen, asset by asset tasks, water temperatures, work done and next visit.

7 sections · 121 questions · See every question →
Work order template

Job sheet for a reactive or planned job: safety before starting, work done, parts used, tests, outcome and customer sign-off.

6 sections · 73 questions · See every question →
HVAC maintenance checklist

Service visit record for air conditioning, heat pumps, ventilation and air handling units. Unit by unit checks, refrigerant and F gas leak checks, parts used and sign-off.

6 sections · 104 questions · See every question →
Cleaning schedule template

Daily, weekly or deep clean record: each area with the tasks done, anything missed and why, issues with photos, supplies to reorder and a supervisor check.

4 sections · 31 questions · See every question →
Legionella risk assessment template

Legionella risk assessment for a hot and cold water system: who is responsible, tanks and heaters, outlet temperatures, little-used outlets, findings and actions.

5 sections · 69 questions · See every question →
PAT testing sheet and record template

Portable appliance inspection and test record: each appliance with its ID, location, class, visual checks, test readings, pass or fail and the action taken.

3 sections · 59 questions · See every question →
EICR template

Site record for a periodic inspection: installation details, extent and limitations, supply and earthing, boards, schedule of circuits and test results, coded observations with photos, and the overall assessment.

8 sections · 119 questions · See every question →
Fire safety checklist

Routine fire safety checks: extinguishers, emergency lighting tests, the weekly alarm test, escape routes, signs and fire drills, with actions.

8 sections · 108 questions · See every question →
Asset register template

Build or update an asset register: each asset with its tag, make, model, serial, position (GPS outside), condition, life and photos, totals by condition and life, and changes to the register.

7 sections · 97 questions · See every question →
Maintenance shift handover template

Transfer the current condition of assets and unfinished maintenance from the outgoing shift to the incoming team.

3 sections · 31 questions · See every question →
EV charger maintenance checklist

Record an EV charging unit maintenance visit, visible condition, manufacturer procedure references, functional-check evidence and unresolved faults.

3 sections · 50 questions · See every question →
Boiler service checklist

A gas boiler service record with appliance identity, engineer scope, manufacturer checks, measured results, defects, remedial work and customer handover.

6 sections · 58 questions · See every question →

Browse all 315 forms in the library

Facilities management FAQ

Facilities management inspections: common questions.

01What is facilities management inspection software?+

Facilities management inspection software is a mobile and web system that field engineers use to carry out building checks — planned preventative maintenance (PPM) rounds, reactive callouts, fire door and emergency lighting inspections, condition surveys and cleaning audits — and record the result against a specific building, floor, space and asset. It replaces paper checklists and spreadsheets with reusable digital forms, so every engineer captures the same fields in the same order. Typical capabilities are: a structured form for each inspection type; an asset register holding serials, models, readings and service history; photo, video and annotation capture as evidence; floor-plan or space tagging so each record has a real location; offline capture for plant rooms and basements with no signal; and reporting that turns the round into a document a manager, client or auditor can read. The point is a single continuous record — the check, its evidence, its location and the follow-up action stay attached to each other instead of scattering across inboxes, drives and spreadsheets.

02Can planned preventative maintenance rounds be run on a phone?+

Yes. A PPM round can be built as a reusable form with mandatory fields and conditional questions, then assigned to the spaces and assets it covers. Engineers open the round on mobile, work through it space by space, and record readings, condition ratings, photos and any defect as they go — so every engineer returns the same structured record for the same round.

03Can inspections be recorded as video instead of typed up?+

Yes. Walk Cam records a short clip at each inspection point while live on-device voice-to-text writes the observation as you speak it. It is faster than typing for things like a cracked socket cover, a wedged fire door or corrosion on a plant room pipe run, and it captures tone and context a checkbox cannot. Clips record fully offline and land in the report with their transcripts.

04Can building checks be captured without a signal?+

Yes. Forms, photos, Walk Cam clips and asset updates are captured offline on the device and sync securely when the phone reconnects — which matters because plant rooms, basements, risers and lift motor rooms are where the checks happen and where coverage usually fails.

05Can an asset register be kept against each space?+

Yes. Assets are held against the space they serve and can store any data point you need — serial, model, manufacturer, ratings, filter sizes, IP and MAC details, install and service dates, condition and test results. Labels and serials can be captured by scanning rather than typing, and QR stickers can be printed so an engineer opens the right asset record at the unit.

06Can statutory compliance checks like fire doors and emergency lighting be evidenced?+

Checks such as fire door inspections, emergency lighting tests and similar statutory rounds can be built as forms with the fields and photo evidence your process requires, then tagged to the specific door, fitting or space on the floor plan. The result is a dated, located, photo-backed record you can produce on request. SiteSurvey provides the capture and record-keeping; the standard and frequency you inspect to remain yours to define.

07Can contractor and subcontractor visits stay on the same record?+

Yes. Service partners can be booked in, given the right project and space context, and their captured evidence stays connected to the same building record your own team uses — rather than arriving days later as a separate PDF in an inbox.

08Can several buildings be managed in one workspace?+

Yes. Each building or site can be set up as its own project with its own floors, spaces, floor plans, forms, assets and assigned team, while managers keep a single view across the estate — useful for multi-site building audits, dilapidations surveys and mobilisation onto a new contract.

09What is the best facilities management inspection software?+

The best facilities management inspection software is the one that fits the checks your engineers actually run and keeps each result against the right building, space and asset. Look for reusable forms, an asset register, offline capture for plant rooms, and reports produced from the record. If you need a helpdesk, work order scheduling or a maintenance calendar, that is a CAFM system, a different category. SiteSurvey is strong on space-by-space capture, asset records, offline working and Walk Cam video. It does not generate or manage the PPM schedule.

10Who is it for?+

It is for facilities managers, mobile engineers, estates and compliance teams, and the service partners who carry out rounds for them, from a single building to a multi-site estate.

11How much does it cost?+

Pricing is per user, not per building or asset. The Works plan, which includes the custom form builder, floor plans and reports used for FM rounds, is £25 per user per month. The Base plan starts at £13 per user per month. Every plan starts with a trial from £1, cancel any time.

See it in your environment

Give every building a record your team can actually use.