Help & Guides

Everything you need to get the most out of Surveyor AI

personSolo Plan
1

Set up your profile

Go to Profile in the sidebar. Add your name, job title, qualifications, and upload your logo and signature — these appear on every exported report.

2

Create a new survey

Go to Dashboard and click "New Survey". Choose the survey type that matches your instruction.

3

Fill in the questionnaire

Enter the property details, client name, inspection date, and answer the on-site questions. Each survey type has its own form.

4

Upload your photos

Drag and drop or browse to upload your inspection photos. Upload the photos you need for the survey — the AI uses these to understand the property.

5

Generate the AI report

Click "Generate Report". The AI will analyse your photos and answers, then draft a full professional report. This takes 1–4 minutes.

6

Review, edit, and export

Review the drafted report, make any edits inline, assign photos to sections, then export to PDF or Word. Finalise the report to lock it.

lightbulb

Recommended: upload 50 photos for the best AI output. More photos = more detail in the report.

Need more help? Contact support