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Survey Capture
⚠ Offline — your entries are saved on this phone and will send automatically when signal returns.
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Today
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Surveyor:
Measures surveyed
+ Add another measure
BCC — room counts
Habitable rooms
Wet rooms
Possible scaffolding required?
No
Yes
Survey notes
Tip: use your keyboard's microphone button to talk instead of type.
Internal notes (office only)
Stays off quotes and the survey notes file — only shows on the calendar entry, for the office.
Couldn't quote today? Re-arrange or send back to office
Re-appoint to another day
New date
New time
Move appointment →
Couldn't survey — send to office (RTA)
Reason
Select…
Send to office (RTA) →
Submit survey
✓
Survey sent
A draft quote will be created in Xero and added to the P+M sheet.
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Confirm before sending
Wrong job — go back
Yes, correct →
Edit / re-submit
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