- 01
Create your workspace
Open the sign-up page at sitesurvey.app/try/signup, enter your work details and follow the account setup prompts. Starting a trial takes a card: 7 days for £1, or 14 days for £9.99 taken off your first month.
- 02
Check your ready-made forms
Your account starts with forms from the form library that match the work you chose at sign-up, for example a Damp and Mould Inspection, plus a Sign Off form for handover. Add more any time from Forms > Add New > Browse form library.
- 03
Add your company details
Complete the workspace details so reports, invitations and project records use the correct company information.
- 04
Create a customer
Add the organisation the work is being delivered for. Customers keep related projects grouped together and easy to find.
- 05
Create the project
Select New project, add a clear project title and choose the customer. Add the site or order reference your team will recognise.
- 06
Open the project overview
Use the overview to add spaces, assign products and forms, schedule bookings and monitor survey progress.
Good to know
- ✓Use the same project reference your commercial and delivery teams already use.
- ✓Create one project per site or clearly defined job so reports remain easy to understand.
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