Features

Built for the way surveys actually happen

On a ladder, in a loft, at the end of a lane with no signal. SiteNotes is designed around the surveyor on site and the office that turns the notes into a report.

The field app

Offline first. Not offline as an afterthought.

The survey lives on the iPad or phone. Every answer and photo is saved the moment you make it, so a dead battery or a dropped signal never costs you a survey.

  • Your jobs arrive from the office, ready to start
  • Big, glove-friendly choices, and counters for the accommodation schedule
  • Jump straight to whatever is still missing before you leave
  • Syncs in the background once you're back in signal

Survey templates

Your questions, your choices, your rules

The survey is defined by a template the office manages: sections, questions, choice lists and which answers are required. Change a list or add a question and every device picks it up at its next sync.

  • Follow-up questions appear only when they apply
  • Each job keeps the template version it started on
  • Repeat a section as often as the property needs: every floor, every outbuilding

Photos & defects

Evidence attached to the thing it shows

Take a photo from inside the question it belongs to: the rear elevation, the boiler, the crack above the bay window. Add as many as you need; each lands in the right place in the report.

  • Photos resized on the device, so uploads are quick on a weak signal
  • Uploads queue up and finish in the background
  • Every defect with its own details, comments and photos

No more "other photo 6"

As many photos as each question needs, never a fixed set of slots.

Defects

Damp, timber decay, insect attack, deleterious materials and movement, each a question of its own.

Reinstatement cost

The rebuild figure, without the spreadsheet

SiteNotes takes the property type, construction and floor area from the survey and applies your practice's own rate table. Garage, outbuildings, boundary walls, fees, GST and inflation are added, and every line goes into the report.

  • Rate tables kept by the office, with the date they apply from
  • The figure updates on the iPad as you type
  • No copying figures between a survey and a workbook

Try the calculator

Back office & reports

Run the practice from one dashboard

Book and assign jobs, follow them from instruction to report, and review surveys as they arrive. Send one back with a note and it's on the surveyor's device at the next sync.

  • Jobs by status, surveyor and client, with what's overdue
  • A PDF report with your name, logo and colour
  • People, templates and rate tables, all in one place
  • A history of who changed what, and when

Data protection

Personal data treated as personal data

Surveys hold names, prices and addresses. SiteNotes is being built with the Data Protection (Jersey) Law 2018 in mind from the start.

  • Each practice's data kept apart from every other's
  • Surveyors see their own jobs; the office sees the practice's
  • Sign-in per person, kept in the device's secure keychain

Jersey DPL 2018

Designed around the island's data protection law.

Your existing surveys

Surveys from the original SiteNotes tablet app can be brought across, file numbers and all.

Now recruiting

Want to see it for your practice?

Tell us how you survey today and we'll show you how SiteNotes would fit, or join the pilot before it reaches the App Store and Google Play.