Everything a surveyor needs in one secure platform. Manage instructions, capture site notes, produce reports, keep clients updated and access completed documents whenever they’re needed.
Site notes in one place. Photos in another. Client emails, Word templates, invoices, payment records and final reports all managed separately. SurvSync brings the workflow together so surveyors can spend less time chasing admin and more time delivering professional work.
SurvSync connects the mobile inspection app, Report Builder, Desktop Research, CRM, Datum Client Portal and Vault document storage into one platform designed around how surveyors actually work.
Add the property, client, survey details and documents in one organised record.
Capture structured notes, photos, voice notes and floorplan details while on site.
Turn inspection data into controlled report sections with templates and AI support.
Give clients a secure place to access documents, complete actions and make payments.
Store reports, notes PDFs and client documents for long-term reference.
SurvSync groups the surveying workflow into three practical areas: capture the survey, manage the workflow and deliver the report.
Use the mobile app to collect structured notes, photos, voice notes, floorplans and inspection details while you are on site.
Manage clients, contacts, bookings, documents, communications, invoices and payments from the SurvSync web platform.
Turn inspection data into structured reports using templates, AI-assisted drafting and controlled report generation tools.
From dashboard planning to report production, SurvSync keeps the tools surveyors need close to the work they are doing.
Start each day with a clear view of active instructions, recent activity, upcoming work and the records that need attention.
Add the client, property, survey type, booking details, documents and payment information when you have everything ready. If you are already on the move, create an instruction from the mobile app or start with a lightweight record and complete the details later.
Use SurvSync CRM to manage the people and organisations behind every instruction, track communication, connect properties and survey records, monitor payment status through Stripe and give clients access through Datum Portal.
Coordinate survey dates, client details and instruction records without separating bookings from the rest of the workflow.
Use structured survey data and controlled report tools to prepare professional reports faster while keeping the surveyor in control.
Manage report templates, front pages, headers, footers and company branding so generated documents stay professional.
SurvSync includes prebuilt RICS-aligned survey report templates so the structure is ready from the start. For valuation work, the self-builder is fully customisable, letting you add the sections, wording and supporting content each instruction requires.
SurvSync uses REST APIs and connected research tools to bring government data, property information, maps, EPC details, nearby amenities and market context into one place. Surveyors can access each research area directly from the page, summarise findings with AI, redact the full property address where needed and print a full research summary as a PDF.
A true assistant, not a surveyor. Copilot cannot see private data, but it can help summarise notes, spellcheck wording, convert notes into report sections and support controlled report section generation.
Give clients a secure portal where they can access selected reports and documents, complete required actions and make payments without long email chains.
Vault keeps the documents issued by the surveyor accessible in one secure place, including generated reports, notes PDFs and important client documents.
Every package includes the complete SurvSync operating system. Plans differ by team size, permissions and support, not by restricted access to core tools.
Early Access applications close on 31 July 2026.
Full operating system for one surveyor. Solo registration collects payment details before account creation and starts with a 14-day trial.
For small practices with up to 7 members.
For larger organisations, 7+ members, multi-branch teams and custom operational needs.
Send a message and we will help you find the right route for your practice.
SurvSync
