For Surveyor Users — Version 2.0 — Effective date: 26 April 2026
These Terms govern access to and use of the SurvSync platform, including SurvSync Web, SurvSync Mobile, SurvSync Vault, Datum Portal, and related payment features, by surveying companies, surveyors, administrators, and other approved business users.
These Terms of Service govern access to and use of the SurvSync platform by surveying companies, surveyors, administrators, and other approved business users (together, "Surveyor", "you", or "your").
SurvTech Ltd, trading as SurvSync ("SurvSync", "we", "us", or "our"), provides software and related digital infrastructure to help Surveyors manage instructions, inspections, notes, media, reports, documents, workflow, client communications, signatures, archive access, and payments.
For the purposes of these Terms, the "Platform" includes SurvSync Web, SurvSync Mobile, SurvSync Vault, and Datum Portal, together with any related integrations, storage, communications, or payment functionality made available by SurvSync.
By registering for, accessing, or using any part of the Platform, you agree to these Terms.
SurvSync is a technology platform. It is not a surveying practice and does not provide surveying advice, valuations, inspections, or professional opinions to your clients.
The Platform may include web and mobile access, inspection creation tools, note capture, image capture and annotation, voice-note capture, synchronization between services, long-term archive access through Vault, client-facing portal functionality through Datum, document handling, electronic signature workflows, payment functionality, communication tools, and administrative features.
Datum Portal is a client-facing portal made available in connection with instructions created and managed by Surveyors through the Platform.
SurvSync Vault is a separate read-only document access and long-term storage service intended to support archive access, business continuity, and professional record-keeping workflows.
Your client contracts with you for the relevant surveying services. You remain solely responsible for the scope, pricing, quality, legality, and delivery of those services.
SurvSync contracts with you only as the provider of software and related platform services.
Nothing in these Terms creates a partnership, agency, employment, fiduciary, or joint venture relationship between SurvSync and any Surveyor.
You must ensure that all information provided to SurvSync is accurate and kept up to date.
You are responsible for all activity carried out under your account, workspace, connected users, devices, and connected third-party services, except to the extent caused by SurvSync’s own breach of these Terms.
You must keep credentials secure, use appropriate access controls, and notify SurvSync promptly if you suspect unauthorised access, compromise, fraud, or misuse.
You must ensure that your personnel use the Platform only for lawful business purposes and in accordance with these Terms.
Access to some parts of the Platform, including SurvSync Vault or particular administrative features, may require separate authentication, additional security controls, or specific user permissions.
SurvSync Web may be used to manage instructions, review notes and media, administer users, handle workflow, manage documents, issue client-facing actions, and access related platform records.
SurvSync Mobile may be used to create inspections, capture notes, add images, record voice notes, and create drawings or annotations. Mobile-generated content may synchronise to other parts of the Platform and may rely on internet connectivity, background sync, and third-party cloud services.
SurvSync Vault is a read-only service. It is intended to provide longer-term access to documents and records and is not an editing environment. Archive access may depend on plan, permission, service availability, and operational limits.
You remain responsible for checking that important information has been captured, uploaded, and synchronised correctly before relying on it.
You are responsible for all instruction content, inspection records, client details, notes, images, voice notes, drawings, documents, reports, templates, statuses, payment requests, communications, and materials uploaded, generated, or sent through the Platform on your behalf.
You must ensure that your use of the Platform, and any documents or data you upload, complies with applicable laws, professional standards, and your contractual obligations to clients.
You are responsible for obtaining any consents, notices, authorities, or permissions needed from your clients, contractors, or staff in connection with your use of the Platform.
You must not use the Platform to upload unlawful, defamatory, infringing, malicious, deceptive, or harmful content.
You remain responsible for maintaining any backup, export, or record-management practices required by law, insurer, employer, client contract, or professional body. Unless expressly agreed otherwise in writing, SurvSync does not guarantee that use of the Platform alone is sufficient to satisfy every retention or compliance obligation.
Where you publish an instruction to Datum Portal, you authorise SurvSync to present the relevant instruction information, documents, progress status, signature requests, and payment requests to the relevant client through the portal.
You are responsible for the wording, content, and legal effect of any terms of engagement, invoices, notices, reports, or other documents made available to clients through Datum Portal.
Portal statuses and workflow labels are informational tools only. SurvSync does not guarantee that a given status accurately reflects service delivery timing or completion unless expressly stated by SurvSync in writing.
You remain responsible for responding to client questions about the surveying service, fees, reports, refunds, and service quality.
Where the Platform supports electronic signatures, you authorise SurvSync to facilitate the capture, rendering, storage reference, and presentation of electronically signed documents on your behalf.
Where legally valid, electronic signatures submitted through the Platform are intended to have the same effect as handwritten signatures.
You are responsible for determining whether electronic signature is appropriate for your document type, transaction, and regulatory context.
SurvSync does not give legal advice on enforceability of any document, signature, or clause.
Signed PDFs or equivalent rendered signed copies made available through the Platform may be treated as the operative signed version for platform and evidential purposes, subject to applicable law.
In relation to instruction-related client data, inspection data, and records that you enter into the Platform on behalf of your business or your clients, SurvSync acts as your processor and you act as the controller.
In relation to SurvSync’s own platform security, session, fraud-prevention, support, compliance, audit, and billing records, SurvSync acts as an independent controller.
You are responsible for ensuring that you have an appropriate lawful basis and privacy notice for personal data you input into the Platform.
You must enter into any required data processing terms with SurvSync and comply with applicable data protection law.
The Platform may use third-party providers for hosting, cloud storage, database services, synchronization, communications, PDF generation, archive access, and related infrastructure.
Instruction documents, media, archived files, and signed files may be stored using cloud storage providers selected by SurvSync as part of the Platform architecture.
SurvSync may change infrastructure providers, storage arrangements, or technical architecture where reasonably necessary for security, functionality, resilience, or business operations.
Platform subscription fees, usage fees, and any other charges payable by you to SurvSync will be as stated in your order form, pricing schedule, plan, or other applicable commercial terms.
Where Datum Portal payment functionality is enabled, client payments relating to your instructions are processed using Stripe Connect or other supported payment services.
SurvSync may receive a platform fee in connection with each transaction processed through the Platform, as disclosed in the relevant client-facing and Surveyor-facing terms or pricing materials.
Payment providers may deduct their own fees in accordance with their terms, settings, and connected account arrangements.
You are responsible for establishing, maintaining, and keeping accurate any connected Stripe or other payment account used with the Platform.
You authorise SurvSync to create, configure, and manage payment flows, payment requests, application fees, transfer settings, and related payment instructions needed to operate the Platform in accordance with your configuration and the Platform’s design.
You must comply with all requirements of Stripe and any other payment provider used in connection with the Platform.
You are responsible for the accuracy of your merchant information, payout settings, tax information, and any trading details displayed to clients through payment services.
You are solely responsible for deciding and handling refunds relating to the quality, scope, timing, or delivery of your surveying services.
SurvSync may assist with technical or payment-processing errors but does not adjudicate disputes about the quality or scope of surveying services. Any such disputes should be handled directly between you and your client.
SurvSync may, at its discretion, reverse or refund platform fees where appropriate in connection with a technical issue, duplicate charge, or other operational error.
Where a client payment relating to your instruction is disputed, reversed, charged back, or otherwise successfully challenged through Stripe, a card issuer, or another payment provider, you remain responsible for the underlying transaction and for all resulting losses attributable to that instruction, except to the extent caused solely by SurvSync’s own technical error, fraud, or wilful misconduct.
Your responsibility under this section includes the disputed amount, chargeback amount, reversal amount, dispute fees, payment provider penalties, external costs, and reasonable internal costs incurred by SurvSync in responding to or managing the dispute, to the extent permitted by law.
You must provide SurvSync promptly with any documents, records, reports, signed terms, correspondence, proof of service delivery, and other evidence reasonably requested in connection with a dispute, chargeback, or fraud investigation.
Failure to provide timely and adequate evidence may be taken into account by SurvSync when determining whether to continue your access to payment features or the Platform.
How this works in practice: When a client pays through Datum Portal, the payment is processed through SurvSync’s Stripe account and automatically transferred to your connected Stripe account. Because SurvSync’s account is the charge origin, any chargeback is initially debited from SurvSync — not from your Stripe account directly. SurvSync will notify you immediately and request supporting evidence. If the chargeback is lost, SurvSync will recover the amount from you under §15 below (typically by deducting it from a future payout or invoicing you). You cannot pay Stripe back directly in this model.
You authorise SurvSync to recover any amounts you owe under these Terms, including chargeback losses, dispute fees, reversals, unpaid fees, refunds, and other liabilities, by: (a) deducting those amounts from future sums otherwise payable or transferable to you through the Platform; (b) offsetting them against any credits, balances, or amounts otherwise owed by SurvSync to you; and/or (c) issuing an invoice to you, payable within 7 days of issue or such other period stated on the invoice.
If any amount remains unrecovered after deduction or set-off, you must pay the outstanding balance promptly on demand.
SurvSync may suspend, limit, or disable payment functionality, connected accounts, or payout-related features where reasonably necessary for security, fraud prevention, dispute management, provider compliance, excessive risk, or breach of these Terms.
SurvSync may require additional information, documentation, or verification before re-enabling payment functionality.
You must not use the Platform to interfere with its operation, attempt unauthorised access, upload malware, scrape data unlawfully, reverse engineer restricted components except where prohibited by law, or use the Platform in a manner likely to damage SurvSync, clients, or other users.
You must not use the Platform in a way that breaches applicable law, professional obligations, or third-party rights.
SurvSync aims to keep the Platform available and secure, but does not guarantee uninterrupted or error-free operation.
SurvSync may modify, update, suspend, or discontinue any feature, integration, or part of the Platform where reasonably necessary for business, legal, security, or technical reasons.
SurvSync may issue maintenance notices, security updates, or operational changes from time to time.
SurvSync and its licensors retain all intellectual property rights in the Platform, software, workflows, branding, interfaces, and related materials, excluding your own uploaded content.
You retain ownership of your own content, but grant SurvSync a non-exclusive right to host, process, reproduce, transmit, render, and display that content as reasonably necessary to provide and improve the Platform and to comply with legal obligations.
Each party must keep confidential any non-public business, technical, commercial, or personal information disclosed by the other in connection with these Terms, except where disclosure is required by law or reasonably necessary to advisers, processors, insurers, or service providers subject to confidentiality obligations.
This clause does not apply to information that is publicly available other than through breach, already lawfully known, or independently developed without use of the other party’s confidential information.
SurvSync warrants that it will provide the Platform with reasonable care and skill.
Except as expressly stated in these Terms, the Platform is provided on an ‘as is’ and ‘as available’ basis.
To the fullest extent permitted by law, SurvSync excludes implied warranties, conditions, and representations relating to merchantability, fitness for a particular purpose, non-infringement, uninterrupted availability, or suitability for your regulatory or professional requirements.
Nothing in these Terms excludes or limits liability for fraud, fraudulent misrepresentation, death or personal injury caused by negligence, or any liability that cannot lawfully be excluded or limited.
Subject to the previous paragraph, SurvSync’s total aggregate liability arising out of or in connection with these Terms, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, shall not exceed the greater of (a) GBP 100, or (b) the total fees paid by you to SurvSync in the 12 months preceding the event giving rise to the claim.
SurvSync shall not be liable for any indirect or consequential loss, loss of profit, loss of revenue, loss of business, loss of goodwill, loss of anticipated savings, loss of opportunity, or loss of data, except where such exclusion is not permitted by law.
SurvSync is not liable for the acts, omissions, advice, reports, service quality, regulatory compliance, or client disputes of any Surveyor.
Either party may terminate these Terms in accordance with any applicable notice period, subscription term, or commercial agreement.
SurvSync may suspend or terminate access immediately where you materially breach these Terms, present unacceptable legal or payment risk, fail to pay amounts due, or where continued access would expose SurvSync or others to security, regulatory, reputational, or operational harm.
Termination does not affect accrued rights, payment obligations, confidentiality obligations, data protection obligations, or any clauses intended to survive termination.
SurvSync may update these Terms from time to time. The latest version will be made available through the Platform or otherwise notified to you.
Continued use of the Platform after the effective date of an updated version constitutes acceptance of the revised Terms.
These Terms and any dispute or claim arising out of or in connection with them are governed by the laws of England and Wales.
The courts of England and Wales shall have exclusive jurisdiction, unless mandatory law requires otherwise.
SurvTech Ltd (trading as SurvSync)
Company number: 10742890
Email: admin@survsync.com
