How it works

From site inspection to issued report

Survey Tech AI fits around how surveyors already work. You do the inspection and hold the professional judgement — the software does the writing, formatting and admin.

1

Set up your practice

Add your logo, brand colours, qualifications and signature, and choose a report template design. This is a one-time setup — every report you produce carries your branding automatically.

2

Add the customer and property

Record who the report is for and the property being surveyed. Customers and properties are reusable, so repeat instructions and multi-property clients are quick to set up.

3

Start a survey and record findings

Pick the survey type — RICS Home Survey Level 1, 2 or 3, or a building, structural, damp, wall-tie or snagging survey. Record findings as you go, add photographs, or paste your site notes and let the assistant turn them into structured findings.

4

Generate the report draft

With one click, the assistant writes a complete, structured report from your findings and photographs — every section, in professional British English, using only the information you supplied.

5

Review and edit

Refine any section in the editor, with version history so nothing is ever lost. The assistant flags anything thin or missing for you to double-check before it goes further.

6

Approve and sign off

When you are satisfied, formally approve the report and sign it off with your digital signature. This records your professional confirmation that the report reflects your inspection and opinion.

7

Issue and verify

Generate a polished, branded PDF and issue it securely to your client. Recipients get a public verification link so they can confirm the report is genuine and unaltered.

Professional integrity, by design

The report is always yours

Survey Tech AI assists with drafting from the information you provide. It does not carry out inspections, independently verify findings or replace professional judgement. Every report is reviewed, approved and issued by you — the AI never invents observations, and it preserves any uncertainty you record.