ECO HOME UK
Survey Capture
⚠ Offline — your entries are saved on this phone and will send automatically when signal returns.
Today
Loading today's jobs…
Surveyor:
Never submit a survey against a different customer's job. If yours isn't here, use this.

Job not on the list — enter the customer

Only use this when the job you surveyed genuinely isn't on your list. The office gets told so the booking can be fixed.
Pick one — a City Leap job is priced off the BCL rate card and goes on the BCL sheet, not P+M.
Goes in the SOURCE column so we can see which channel paid for the job. Not sure? Other.
Titlefrom the booking — tap to confirm
Email read it back — a wrong one and the quote never arrives

Measures surveyed

📷 HUMIDITY READER PHOTOGRAPHExtraction job — photograph the humidity reader on this job before you leave.

The loft

Goes on the customer's quote pack. No prices here — the office puts those on.
Insulation already up there
Loft area the ceiling area being insulated — this is what the saving figure is worked out from
Roof ventilation CITB test — decides whether lap vents go in
Loft hatch
Boarded platform size printed on the quote so nobody argues about the size on the day

The property

Used on the customer's quote pack. Optional — skip on BCC or ventilation jobs.

BCC — room counts

Possible scaffolding required?

Did it sell today?

Confirm the customer's email first — read it back and tap Correct (or Change it) at the top. Then you can mark it SOLD.

Deposit taken?

Pre-filled at 20% of the total — change it if you took a different amount.
The office needs this to match the money up — don't guess.

Take a deposit by card

Customer scans this with their phone camera and pays — or hand them your phone.
Open on this phone Text them the link
Waiting for payment… this updates by itself.

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

Couldn't survey — send to office (RTA)

✓

Survey sent

A draft quote will be created in Xero and added to the P+M sheet.