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Forms · 3 min read

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.

LMLee Moss · DirectorUpdated 30 September 2026
The form library holds complete, field-tested forms for common jobs such as damp and mould, fire doors, snagging, PPM and AV surveys. Adding one copies it into your account, where it is yours to change.
  1. 01

    Open Add New on the Forms page

    Go to Forms and select Add New. Choose Browse form library to start from a ready-made form, or Start from scratch to build your own.

    SiteSurvey Add a new form dialog with Browse form library and Start from scratch options.
  2. 02

    Browse the library

    Forms that match the work you chose when you signed up appear first under Recommended for you. Every card shows the form's category, a short description and how many questions it has.

    SiteSurvey form library showing a recommended Damp and Mould Inspection form above the full list of ready-made forms.
  3. 03

    Filter by category or search

    Select a category such as Fire safety or Housing and property, or type what you are looking for. Search checks names, descriptions and common terms, so words like HHSRS, FD30 or snagging find the right form.

    SiteSurvey form library filtered to the Fire safety category, showing the Fire Door Inspection form.
  4. 04

    Preview the form

    Select Preview to page through the form exactly as it is written, without adding it. Walk Cam steps are shown as a note because they run in the mobile app.

    Read-only preview of the Fire Door Inspection form from the SiteSurvey form library.
  5. 05

    Add it to your account

    Select Use this form. A copy is added to your forms and opens in the form builder, ready to assign to projects, spaces and products.

    The Fire Door Inspection form open in the SiteSurvey form builder after being added from the library.
  6. 06

    Make it yours

    Rename it, add or remove questions, change the wording or ask the AI assistant to adjust it. Your copy belongs to your account, so changes never affect the library or anyone else.

Good to know

  • ✓New accounts start with the forms that match the options chosen at sign-up, plus a Sign Off form for project handover.
  • ✓When the library version of a form is improved, forms you have already added stay as they are. Add it again to get the new version.
  • ✓Adding the same form twice creates a second copy with (2) after its name, which is handy for making a variation.

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