Support category
Forms
Create forms with AI, reuse your standards across projects and capture the right evidence in every space, on mobile or the web.
Add a ready-made form from the form library
Browse SiteSurvey's library of ready-made inspection, survey and handover forms, preview one and add it to your account in a click.
Create a custom form with AI
Describe the form in plain English and let SiteSurvey AI build it, then refine it conversationally with pages, validation, prefill and a live preview.
Add pages and conditional logic to a form
Split a long form into ordered pages and show or hide questions with rules joined by AND or OR, using equals, any of, empty and more.
Prefill form fields from project data
Fill form answers automatically from the project—customer, site, product and team details—so field teams start with the context already in place.
Add a Walk Cam inspection to a form
Embed a guided Walk Cam video inspection inside any form—prompted points, one hold-to-record clip each and voice-to-text answers sealed back into the form.
Reuse a form across project spaces
Create a consistent survey standard once, then assign it to the spaces and projects that require it so every team captures the same information.
Complete a form without an internet connection
Prepare the mobile app before travelling, capture form responses offline on site and sync them safely to the project when connectivity returns.
Fill in a long form on the mobile app
Work through a multi-page form on the phone: see how far you have got, jump straight to anything missing, repeat a section for each room and never lose unsaved answers.
Survey many rooms in one form
Use a form with a repeating room section to survey a whole building in one go. Every room you add becomes a space in the project, with its photos, notes and answers attached to that space.
Summarise forms with AI
Turn a completed form into a clear written summary with SiteSurvey AI, then save, copy or export it as Word or PDF.
Can’t find the answer?
Tell us what you are trying to do and where you became stuck.