Guided site surveys

Every survey done the same way, with nothing missed

A guided job flow that takes every survey through the same steps — system, job details, rooms, site survey, design and proposal — so nothing is forgotten on site.

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How it works

1
Choose the system
One room on its own unit, several rooms on one outdoor unit, or decide per room.
2
Capture the site
Electrical, condensate, access and asbestos findings, recorded once.
3
Carry it through
The rooms and survey flow straight into the design and the proposal.

The details

Compliance findings

Consumer unit, spare ways, isolator and notifiable work are part of the survey.

Condensate route

How condensate will be disposed of, and where it runs.

Skip what you don’t need

Design can be skipped and done later.

What it won’t do. Scanning a room needs an iPhone or iPad Pro with LiDAR. Everything else can be entered on any device.

Frequently asked questions

Do I have to use the guided flow?

No. It’s there to keep surveys consistent; jobs can also be created directly.

Can the survey be done offline?

Survey details can be captured on site on a phone or laptop.

Win more installs, with less admin.

Start your 14-day free trial — survey, design, quote and get paid on one platform.

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14-day free trial

One platform — these are the parts of it installers ask about most.