SURVEYING TEMPLATES
Ready-to-go survey templates, delivered in days, optional customisation available
COMMERCIAL
Planned Maintenance
Premium Commercial Planned Maintenance Condition survey capturing Replacement AND Repairs, for Fabric and Mecahnical, Electical & Plumbing items.
Optional add-ons are available such as:
- 5-year, 10-year, 30-year repeating lifecycle forecasting
- Moving, synchronising, and completing planned work
- Statistical validation to quality check collected data
- Scenario planning to adjust programmes of work inteligently
- Ongoing portfolio management to re-apply updated costs and lifecycles
CAFM Asset Data Collection
Similar to the Commercial Planned Maintenance survey, but it can easily be configured to use any schedule or rates that you wish to use such as: BCIS, SFG20, NSR, NHF, SPONS, 6-Facet, or indeed your own spreadsheet SoR.
Although this template can be used for ANY building, it is epecially suitable for School DFES/CIF/EFA surveys, NHS Six-facet surveys, and data colelction for CAFM systems such as FSI Concept Evolution, IBM Maximo, Tribal, Planon, Civica, Capita, etc.
Dilapidations
The dilapidations survey captures location, condition, defects, works costs, priorities, comments, building photographs and photographs for each element
Statutory Compliance Audits
Also see other Compliance Audits below
Alongside building conditon surveys you often need to carry out Statutory Compliance Audits. This template produces your audit report, complete with cross referenced photographs and action plan, in seconds!
The standard question set in this audit template can easily be tailored to use your own sections, items, descriptions, actions, priorities, responsibilities, and even costs if you wish to get a cost breakdown.
COMPLIANCE
Asbestos HSG 264
Asbestos survey that automatically follows the guidelines set out in HSG264.
The HSE risk assessment algorithm is automatically calculated to give you the actions you need to take regarding asbestos management.
Fire Risk Assessment
FRA survey according PAS 79 guidelines.
Take the laborious work out of hand crafting a FRA assessment report from photographs and paper notes.
The status of the risk assessment automatically 'traffic lighted'.
Legionella Assessment
Legionella risk assessment survey according the HSE Approved Code of Practice L8.
Produces a comprehensive report showing the identification of potential sources of risk associated with Legionella within your buildings.
HHSRS Housing Safety
Government Housing Health and Safety Rating System survey.
In addition to the standard Government HHSRS scoring, you have an option to log costed works needed to rectify the hazards.
RESIDENTIAL
Building Condition
The Building condition survey template captures location, condition, defects, spot repair costs, priorities, comments, building photographs and photographs for each element.
Party Wall
The perfect photographic schedule of condition survey template to accurately record the state of a building before party wall works commence. This will save you hours or report compilation!
Indicative EPC ‧ iEPC
Indicative energy rating survey is run as a separate survey, but only take a few minutes to complete. The Indicative SAP rating from this survey template can be imported into your stock condition survey.
EPC Site Notes
EPC Site Notes for DEAs, where you can easily capture the tedious site notes & photographs when carrying out energy performance surveys. Ideal for energy surveyors.
SOCIAL HOUSING & QUALITY
Stock Condition
Residential stock condition survey with quantity, condition and remaining life, with costs based on an external schedule of rates that you can edit to suit your own needs.
Options are available to include 30-year repeating lifecycle forecasting and ongoing portfolio management.
Sample Report Watch Video
Quality Standards
Government quality standard surveys, covering English Decent Homes Standard (including HHSRS), Scottish Housing Quality Standard, and the Welsh Quality Standard.
Options are available to include a full stock condition survey with 30-year repeating lifecycle forecasting.
Sample Report Watch Video
Voids
A fast and easy Voids Survey for logging defects and works needed in vacant buildings at the end of a tenancy, enabling fast turnaround of repairs in preparation for new incoming tenants.
Also covers administration of tenant details, void dates, key management, and meter details for utilities.
Sample Report Watch Video
Repairs
Log categorised or fully itemised repair works, using priorities, and either spot pricing or costings from a schedule of rates of your own choosing.
Suitable for social housing residential properties block management companies, and commercial buildings of any size.
Sample Report Watch Video