Help & Documentation

Learn how to use PropertySurvey PRO , configure your settings, and get the most out of the AI tools.

Getting started

Getting started with PropertySurvey Pro takes a few minutes. Follow these steps to create your first professional report:

  1. Download and install: Get the app from the App Store or Google Play.
  2. Create an account PRO : Sign up with your email address or Google account. An account is optional, but recommended — it securely syncs your surveys to the cloud and lets you recover them on another device.
  3. Complete your profile: In Settings, add your name, company details and qualifications. This information appears on every report.
  4. Start a survey: Tap New Survey on the home screen. The app guides you through property details, weather conditions, room-by-room observations, property features, essential costs and the report narrative.
  5. Generate the report: On the review screen, tap Share or Email to produce your finished PDF.

New to the workflow? Read Tips to work faster next, then the articles under Building your survey.

A few features cut the biggest chunks of time out of a survey:

  • Voice dictation: Tap the microphone on an observation field and speak — your words are transcribed live and appended to the field. See Voice Dictation for detail.
  • Smart Build: Use the Smart Build dropdowns when documenting rooms or elevations to drop in complete, editable paragraphs covering materials, defects and recommendations.
  • AI Polish PRO : Draft rough notes, then tap AI Polish to restructure them into professional, client-ready prose.
  • Floor Plan Editor: Sketch a layout with the built-in tools, or upload/scan an existing plan to attach to the report.

Match your country's spelling, terminology and tax identifiers automatically.

  • Regional spelling: Setting your country aligns spelling variants (e.g. specialised vs specialized, vapour vs vapor) across the interface, the interactive tools and the generated PDF.
  • Corporate identifiers: Company profiles adjust the tax-identifier label (VAT, ABN, GST/HST, TRN, EIN) to your region.
  • AI in your dialect: Your region is sent with AI requests, so AI Polish and the executive summary respond in your regional English.

PropertySurvey Pro is offline-first — the parts of a survey you do on site never depend on a signal.

  • Fully offline: Capturing rooms, photos, condition ratings, floor plans and signatures — and generating the final PDF — all work with no connection. Ideal for empty units, basements and remote properties.
  • Needs a connection: Live weather, UK EPC lookup, soil data, AI Polish / Image Analysis and cloud sync. These simply wait until you are back online — nothing is lost.
  • Cloud Sync PRO : When you are signed in, surveys back up automatically and sync across your devices. Edits are merged field-by-field, with the most recent change winning, so working briefly offline on two devices won't clobber your data.
  • Recovery: Sign in on a new device to restore every synced survey, including photos.

Building your survey

The core of your survey is the Room Analysis, where you document internal conditions, condition ratings and visible issues room by room.

  • Add rooms: Create an entry for each room surveyed (e.g. Living Room, Kitchen).
  • Condition ratings: Log condition ratings for walls, floors or specific locations.
  • Profile photos: Take a wide shot of the room for context in the report.
  • Defect photos & notes: Add close-ups of defects, structural issues or other problems, with your observations.
  • Defect types: Categorize the issue (structural, maintenance, aesthetic) to apply standard remediation advice, if enabled in Settings.

The External Analysis section documents the exterior condition of the property — often the source of internal problems.

  • Elevations: Add each elevation (front, rear, left, right) to review the property systematically.
  • Defects: Log common defects per elevation — cracked render, blocked gutters, slipped roof tiles.
  • Photographs: Attach photos to each defect for clear visual evidence.
  • AI Image Analysis PRO : Have the AI describe the defect in a photo to save typing. Always review the output before using it — see AI Polish and AI Image Analysis.

PropertySurvey Pro adapts to both residential and commercial inspections, swapping residential terminology for commercial legal structures.

How to enable:

  • On the Survey Details screen, toggle the Commercial Property switch.
  • The form adapts — "Landlord / Tenant" becomes "Freeholder / Occupier", and "Client" becomes "Company Details".
  • The PDF headers update to match this commercial mapping, keeping the layout clean.

Commercial Smart Build: The Smart Build assistant includes commercial descriptors — HVAC cassettes, 3-phase electrics, curtain walling, suspended ceilings and FRI lease liabilities — ready to insert when documenting fabric, rooms or systems.

Smart Build generates standard survey text from a few quick selections, so you don't type common observations from scratch.

  • Standard text blocks: Select pre-written paragraphs covering common observations (structural defects, maintenance, aesthetic issues) and typical remedial advice, then insert them straight into your report fields.
  • Locale-aware: Smart Build adjusts its fields and placeholder text to the region set in your Localization Profile.
  • Always editable: Inserted text is a starting point — edit it to fit the property.

Sketch accurate property layouts natively in the app — no external CAD software required. The plan editor works with real walls, rooms and openings, so lengths and areas are calculated for you rather than just drawn as a picture.

  • Walls that snap: Draw walls with the wall tool — they snap to a grid, to each other's corners, and to common angles (0°/45°/90°), so your plan comes out square without fiddly manual alignment.
  • Automatic room areas: Trace a room outline with the room tool and the app calculates its floor area automatically, in m² or ft² to match your Localization Profile.
  • Real doors & windows: Place doors and windows directly onto a wall as proper openings — including door swing direction — rather than floating icons sitting on top of the drawing.
  • Scale calibration: Draw a line between two points of a known real-world distance (e.g. a door width) and enter that distance — the whole plan recalculates to true scale, so the areas and lengths it shows are meaningful, not just illustrative.
  • Condition markers & photo pins: Drop a condition/severity marker directly onto the plan, or place a pin that marks where one of your survey photos was taken, so readers can see exactly where each issue sits in the property.
  • Multiple rooms & sections: Add rooms one at a time — each scan or template drops in beside the last, and you can grab the Move room tab to slide a whole section into place, composing a complete property plan room by room.
  • Freehand & text: Use the pencil tool for freehand notes or sketches, and the text tool for labels, just as before.
  • Automatic legend: A key of the symbols you've used (walls, doors, windows, severity markers, photo pins) is generated automatically and included in the saved plan image, so it appears in both the report preview and the exported PDF.

AR Room Scanning PRO : On a LiDAR-equipped iPhone or iPad running iOS 16 or later, open Draw Plan, tap AR scan in the top bar, name the room (e.g. Living Room), and slowly walk it. Apple's RoomPlan technology detects the walls, doors and windows, auto-straightens the result and labels it on the page for you to refine and add markers to. Scan several rooms and the plan scales to keep them all in view. On devices without LiDAR, or on Android, the AR option isn't shown and you draw manually.

Always verify. AR scanning gives you a fast starting point, not a certified survey-grade measurement. Check critical dimensions on site before relying on them.

Tap Save (the green checkmark) and the app attaches a sharper, higher-resolution image of your plan — legend included — to the final PDF. You can also export the plan on its own from the ⋮ menu — Export as PDF creates a one-off, shareable floor plan PDF without generating the full survey report.

The On-site Tools section of the Survey Wizard bundles five standards-based assessment tools, computed entirely on the device and free for everyone. Add as many assessments as you need; each stays editable and, when marked "Include in report", renders as a colour-coded, standards-referenced result in the On-site Assessments section of your report preview and PDF — with an optional surveyor comment you can dictate and AI Polish.

  • Crack Damage Category (BRE Digest 251): Enter the crack width (in mm or inches) and tick any corroborating signs — several cracks, sticking doors or windows, distorted frames or leaning walls — to get the BRE category 0–5, its damage class (aesthetic, serviceability, stability) and the recommended action, from simple redecoration through tell-tale monitoring to an urgent structural engineer referral. An optional crack-pattern picker adds the likely causes to consider.
  • Japanese Knotweed (RICS framework): Three on-site questions — live or treated, within 7 m of a structure, causing damage — give the A–D category with the lending implications and next steps spelled out.
  • Stair Geometry Check: Measure floor-to-floor height, going and target rise, and the app derives the riser count, actual rise, pitch and 2R+G comfort figure, then checks every limit against Approved Document K or one of eleven other national codes (IRC, NBC Canada, NCC Australia, NZBC and more) with a clear pass/fail per rule.
  • Roof Pitch & Rafter: From rise/run or angle/run, get the pitch in degrees and X-in-12, the common rafter length including eaves overhang, and the slope factor for converting a roof's footprint into its true surface area for estimating coverings.
  • Floor Area: Total room-by-room measurements on a GIA, GEA, NIA or IPMS basis — entered in metres or feet — flag rows like stairwells as deductions, and get the total in m² and sq ft with the basis recorded in the report wording.
Screening aids. These tools record your measurements against published frameworks and codes — they support, and never replace, professional judgement. Code limits change between editions and jurisdictions: verify against the current edition before relying on a pass/fail, and refer structural or invasive-species findings to the appropriate specialist.

Working to the RICS Home Survey Standard? Two options bring your reports in line with it — both free.

  • CR1/CR2/CR3/NI ratings: Turn on Settings → RICS Condition Ratings and every condition picker (roof, walls, windows, fixtures, flooring and more) switches from Excellent–Poor to the RICS element scale — CR1 (no repair currently needed), CR2 (repair needed, not serious or urgent), CR3 (serious and/or urgent) and NI (not inspected). Reports spell the ratings out in full and include a colour-coded key automatically whenever a survey uses them. Existing surveys keep the scale they were recorded in.
  • Level 1–3 scope templates: The Smart Build scope library now includes Survey Level One, Two and Three scope-of-survey texts aligned with the survey-level descriptions in the RICS Home Survey Standard — pick one and adapt it to your instruction.
Alignment, not the regulated product. These features support surveyors working to the RICS Home Survey Standard. The app does not produce the RICS Home Survey products themselves — delivering those remains the province of RICS members under the standard.

Score housing hazards with the statutory HHSRS formula, updated for the framework as amended by the HHSRS (England) (Amendment) Regulations 2026 (in force 23 June 2026). Open HHSRS Scoring from the Survey Wizard dashboard — shown by default for UK profiles, and available to any region via Settings.

  • Score only what's relevant: As in real practice, you add only the hazards you judge to be present and significantly worse than average — typically a handful per dwelling, never all 21. Quick-add buttons cover damp & mould, excess cold, fire and falls; the full 21-profile list sits behind "Other…".
  • Likelihood slider, live scoring: Set the likelihood of a harmful occurrence over 12 months on a slider that snaps to the statutory 16-point "1 in N" scale, and enter the spread of harm across the Extreme / Severe / Serious / Moderate outcome classes (they must total 100% — a proportion bar, one-tap presets and a "Normalise to 100%" button make that quick). The hazard score, band and category update live as you adjust either one.
  • Bands & categories: Scores band as Low (under 100), Medium (100–999) or High (1,000+); a score of 1,000 or more is a Category 1 hazard — the rating a local authority has a duty to act on.
  • Searchable hazard picker: Find any of the 21 hazard profiles by typing, rather than scrolling the full list.
  • Evidence-linked: Tag the rooms where each hazard presents so the score sits beside the photographs and observations that support it.
  • Into the report: Each scored hazard renders with a colour-coded score/band/category pill, the likelihood and harm-outcome facts, evidence rooms and your assessor notes (dictate them hands-free, then AI Polish into professional wording) — plus a method note stating the statutory basis.
The judgement stays yours. The app never suggests a likelihood or harm spread — it computes the published formula from your inputs. HHSRS is England & Wales statutory methodology; enforcement decisions rest with the local authority under the Housing Act 2004.

The app supports global energy ratings (UK EPC, Ireland BER, US HERS, Australia NABERS and more) and connects to the UK Government EPC API to pull property energy data into your surveys.

  • Global standards: Switch the rating scheme in the "Energy Performance (EPC)" section — over 10 international schemes including Canada EnerGuide, NZ Healthy Homes, Singapore Green Mark and Mostadam. The PDF chart, colours and layout adjust to match.
  • Pick ratings visually: Current and Potential ratings are chosen on a scale matched to the scheme — a colour-coded A–G bar for UK EPC and Irish BER, selectable pearls for Estidama, star rows for NABERS/NatHERS/Al Sa'fat/GSAS/GRIHA, level chips for Mostadam and Green Mark, a numeric gauge for HERS/EnerGuide, or a compliance toggle for NZ Healthy Homes — with a live preview, so the report and PDF always show exactly the same graphic.
  • Fetch UK data: For UK properties, enter the full address and postcode, then tap Search GOV.UK API to retrieve data from the official registry.
  • Report integration: Captured data (current rating, potential, floor area, expiry date) is saved to the survey and rendered as a formatted rating graph in the PDF.
  • Recommendations box: Optionally display energy-efficiency recommendations in a dedicated block on the PDF.
  • Hide the section: Don't need energy data? Turn off the EPC feature, or individual fields, in Settings → App Features.

Atmospheric conditions during a survey matter, because they affect condition ratings and how defects present.

In the Weather & Orientation section, the app uses the property address you enter, plus your OpenWeatherMap key, to pull the live temperature, humidity and weather description at that moment. Only the property address is used for weather. It also generates a small map showing nearby cloud cover and rainfall intensity.

Note on RainViewer: the default RainViewer radar can lag by up to 10 minutes, and historic radar covers only the past 2 hours. The overlay shows actual precipitation — a clear sky shows no overlay, which is normal.

You can override any value manually if you prefer your own readings.

The Subsoil & Drainage section documents the ground around the property — geology, soil texture and drainage — which is key to assessing subsidence risk and foundation integrity.

  • Address-driven lookup PRO : The module locates the site automatically from the property address you already entered in Survey Details — no separate postcode box to fill in twice. It prefers a detected postcode or zip and falls back to the full address; tap Fetch Soil Data to retrieve geological data from the official ISRIC SoilGrids global database. If it can't resolve a location, a clear prompt sends you back to Survey Details to complete the address.
  • Interactive overlays PRO : View heatmaps of subsoil metrics on the map — clay %, sand %, silt %, pH, organic carbon, nitrogen and cation exchange capacity.
  • Depth profiling: Choose depth layers (from 0–30 cm down to 100–200 cm) to see how the geology changes below foundation level.
  • Texture & drainage: From the clay/sand/silt split, the app derives the USDA soil texture (e.g. Clay Loam) and estimated drainage characteristics — useful for shrink-swell and subsidence assessment.
  • Nearest-data scan: In built-up areas where natural soil is covered, the app searches outward to find and use the nearest available soil data. If genuinely none is published nearby, it tells you clearly rather than failing silently.
  • Report integration: If enabled, the PDF includes a subsoil metrics grid, your analysis, and a cropped map with its colour legend.

Breathable structures (lime, lath and plaster, timber frame) need different diagnostic parameters, which the app applies from the building age you select.

  • Breathability focus: Selecting "Pre-1900" in Property Details makes the AI prioritise recommendations that respect traditional materials.
  • Narrative adjustment: Standard advice shifts toward preservation and sympathetic materials.

A built-in database of common repair and maintenance costs helps you give clients budget guidance.

  • Add costs: In Essential Costs, select from standard repairs (roof repairs, electrical upgrades, glazing replacement and more).
  • Custom items: Add your own item with a description and estimated cost for anything not in the database.
  • Report summary: Selected costs total automatically into a summary table in the report, so clients understand the property's potential liabilities.

Add verifiable date and time stamps to your site photos for a clear, dated record.

  • Automatic overlay: Once enabled in Settings, the app overlays a localized date and time on your room, defect and external images.
  • On-site evidence: The stamps show when the conditions were captured.
  • Renders in the PDF: Timestamps appear directly on the exported report — no special software needed to view them.

When "Condition Report" or "Homebuyer Report" isn't the right title, type your own.

On the Client Details screen of a new survey, enter a completely custom report title. The app saves it for reuse. To tidy the list, remove saved titles under Custom Report Titles in Settings.

AI & smart tools

These features turn raw fieldwork into polished, client-ready content. You always review and edit AI output before it enters the report — nothing is added without your approval.

AI Polish: Type quick notes like "cracked brickwork above rear window, might need repointing", then tap the AI Polish button (the magic-wand icon). The app rewrites it into professional terminology: "Diagonal stepped cracking was noted to the masonry above the rear elevation window. Localized repointing is recommended to prevent further deterioration." Where relevant, the wording references the applicable standard or duty for your region — for example the RICS Home Survey Standard, MEES/EPC requirements or the Decent Homes Standard.

AI Image Analysis: Add a defect photo and ask the AI to analyse it. It suggests a professional description of the visible defects, cracking or structural issues, which you can insert as your photo caption.

Always verify. AI suggestions can be wrong. Treat every result as a draft and confirm it against what you observed on site.

For Saudi Arabia, the UAE and Qatar you can generate an Arabic translation of the AI executive summary; for India, a Hindi one. It's designed for reports going to a client or authority who reads that language first.

  • Where to find it: once your executive summary is written, a Generate Arabic/Hindi summary button appears alongside it for the regions above — it's hidden entirely elsewhere.
  • Renders properly: the translation displays right-to-left for Arabic in the on-screen report, and is embedded into the PDF alongside the original English summary.
  • Same AI allowance: generating a translation uses the same AI allowance as AI Polish, AI Image Analysis and the executive summary itself — counted against your free daily limit, and unlimited once you add your own Gemini or OpenAI API key.
Always verify. Translation is AI-generated — if you or a colleague reads the target language, have it checked before the report goes out.

Capture observations hands-free. Tap the microphone on an observation field and speak — your words are transcribed live as you talk, so you can keep your eyes on the property instead of the keyboard.

  • Live transcription: text appears as you speak and is appended to what's already in the field — it never overwrites existing notes.
  • Where: in the observation fields throughout the survey, for both internal rooms and external elevations.
  • On-device speech: dictation uses your device's built-in speech recognition. Audio is used only for live transcription — it is not stored or shared.
  • iOS & Android: works on both; you'll be asked for microphone permission the first time.

Open Settings → Standards & Regulations for a clear, searchable reference of the standards and statutory duties that apply in your selected region.

  • Region-aware: for the UK this includes the RICS Home Survey Standard, MEES/EPC, the Decent Homes Standard and dilapidations/condition references; other regions show their equivalent property-condition standards.
  • Grouped & expandable: standards are grouped by category, each with a plain-English description, the key clauses, and a "Read the source" link to the official document.
  • Always current: the dataset updates over the air, so new references appear without an app update.
  • Light & dark: fully readable in both themes.

The same standards underpin the references the AI adds to your report wording, so what you read here is exactly what supports your narrative.

Reports & customization

Settings is your control centre for how the app and your reports look and behave.

  • Profile & company: Your name, company, address, website and contact details — used to brand every report.
  • Logos & signatures: Upload a company logo for the cover and headers, and an image of your signature, or draw it on the digital signpad PRO . See Signatures & sign-off.
  • Currency & temperature: Report currency defaults automatically from your selected region (12 supported currencies) — override it manually here if you'd rather fix one. Currencies whose symbols the PDF can't render (AED, SAR, QAR, INR) show as their ISO code instead, so screen and PDF always match. Also choose your temperature unit (°C or °F; defaults to °C).
  • Standard items: Pre-populated phrase, material and defect lists keep reports consistent. These are not currently editable.
  • Accreditations: Toggle on professional memberships (RICS, RPSA, CIOB) to show their logos in the report footer.
  • Lock settings PRO : Secure your profile, logos and API keys behind a PIN to prevent accidental changes.
  • Remove app branding PRO : Remove the "Generated by PropertySurvey Pro" watermark for a fully white-label PDF.

Make your reports your own — fully offline — from the Settings tab.

  • Typography: Choose from several fonts (Classic, Typewriter, Clean, Elegant, Balanced), applied across the whole document, even with no connection.
  • Theme colours: Pick a curated accent colour, or enter your exact brand hex code, applied to section headers and borders.
  • Cover layout: Switch between the shaded "Standard Header" and the ink-saving "Minimalistic Header".
  • Hide narrative sections: Deselect sections you don't need for a job (e.g. Weather, Floor Plan, Client Instructions) from "Visible Narrative Sections" — they disappear from the wizard and the PDF.

Every surveyor has their own phrasing for disclaimers, company introductions and methodologies.

In Report Settings (under the main Settings tab) you can pre-write or override the default boilerplate used in every new survey — for example your company history / About-us text, legal disclaimers and technical definitions.

PRO Tip: Pro users can use the Smart Build button within these settings to have the AI draft standard disclaimers or an About-us section in seconds.

Finish reports with a professional, accountable sign-off.

  • Add your signature: Upload an image of your signature, or draw it on the digital signpad PRO in Settings.
  • Surveyor sign-off: The signature and your details appear in the report's sign-off block.
  • Independent-surveyor disclosure: Where relevant, include an independent-surveyor statement for full transparency with lenders and clients.

When you generate a PDF or export survey data, the app opens your device's native Share Sheet.

  • Save to cloud or device: Store the report in Files, iCloud, Google Drive or a local folder.
  • Print or send: Print to a wireless printer, or pass the file to any app on your device.

Tap Share in the app and choose your destination when the Share Sheet appears. To email reports straight from the app under your own address, see Email & SMTP configuration.

Account, data & privacy

Knowing where your data is stored helps you avoid losing work:

  • Local storage: Without a subscription, surveys are stored only on your device. If you delete the app, those surveys are permanently lost.
  • Cloud Sync PRO : Surveys sync securely to the cloud. You can reinstall or switch devices and log back in to recover them.
  • Cancelling PRO : If you cancel, you don't lose your data — it reverts to local storage on your device.
  • Deleting your account: The Delete Account option (in-app or on this website) permanently wipes your login and purges all synced data from our servers. This is irreversible.

Your data isn't trapped on your phone. From the Export Data page on this website you can log into your PropertySurvey Pro cloud account on a computer.

From there you can view your synced surveys and download the raw JSON — useful for backups, your own record-keeping, a CRM or custom integrations. (Your phone still produces the formatted PDF reports.)

  • Cloud dashboard PRO : Logging in to view and back up cloud data requires an active subscription.
  • Account deletion: Current or former subscribers can permanently delete their account and data from the website.

For backups or transferring between devices, PropertySurvey Pro supports full JSON import and export.

  • Exporting: Export a single survey or your whole database to a .json file — ideal for archiving on your computer.
  • Importing: Import a previously exported file with the Import JSON Survey button (cloud-with-up-arrow) on the home screen.
  • Selective import: Choose to import just the survey data, just your company profile, or both — handy for moving your setup to a new device without overwriting current surveys.
  • Photos: Without Cloud Sync, photos aren't included in JSON exports (device file-size limits). With an active Cloud Sync subscription, the export stores secure links to your cloud images, so photos are restored on import.

As your library grows, these tools help you find and manage past reports.

  • Search: Filter surveys on the home screen by client name, property address or reference number.
  • Time filter: A dropdown beside the search bar filters by timeframe (e.g. past 30 days, past year).
  • Single delete: Open a survey and tap the trash icon; a prompt confirms before proceeding.
  • Bulk delete: The red trash icon by your survey count deletes everything older than a chosen timeframe.
  • Multi-select: Tap the checkbox by the count to select several surveys and delete them together.
Warning: deletion is permanent. With Cloud Sync enabled, deleting on your phone also deletes from the cloud. Export important data to JSON first.

When you first use the app you'll be asked once whether you'd like to contribute anonymised insights that power industry benchmarking. It is an explicit opt-in choice, entirely optional, and you can change your answer at any time under Settings → Data & Privacy.

  • What is shared: only PII-free aggregates from your AI photo analysis — the issue type, severity, detected indicators, your region, and whether a meter reading was present.
  • What is never shared: no names, no full addresses (only a district-level prefix), no client details, no survey content, and nothing that identifies you or the property.
  • Opt out any time: switch the toggle off and nothing further is sent.

Aggregated, anonymous trends are published on prosurvey.app once each regional cohort is large enough to stay anonymous.

Integrations & API keys

The AI tools (AI Polish and AI Image Analysis) connect to a language model using your own API key. PropertySurvey Pro supports both Google Gemini and OpenAI — this article covers Gemini.

What is it? An API key is a secure credential that lets PropertySurvey Pro talk to Gemini on your behalf.

Why your own key? Bringing your own key keeps the base app affordable — you pay Google only for what you use, directly.

Free tier: Gemini's free tier is generous and suits most users; you can sign up without adding billing. The main limit is rate limiting (many requests in one minute), which standard survey use rarely hits.

Where to get it:

  1. Go to Google AI Studio.
  2. Sign in with your Google account.
  3. Click Create API key, copy the string, and paste it into the "AI API Key" field in Settings.

Prefer OpenAI's models to Google Gemini? You can provide an OpenAI API key instead.

Critical billing note: API usage is billed separately from a personal "ChatGPT Plus/Pro" subscription. A ChatGPT Plus account does not include API credits. You must add a card to the OpenAI Developer Platform and load pre-paid credits (e.g. $5–$10) for the API to work.

How to set it up:

  1. Create an account: Go to platform.openai.com and sign in.
  2. Set up billing: Under Settings > Billing, add a payment method and load an initial balance.
  3. Generate the key: Under API Keys, click "Create new secret key", name it, and copy the sk-proj-… string immediately. Generate the key after loading billing — a key created with an empty balance can throw rate-limit errors; if so, delete it and create a new one.
  4. Add to app: In Settings, select "OpenAI" as your provider and paste the key. Leave the model on "Automatic" to use the newest available GPT mini model.

To pull live weather data, the app uses an API key from OpenWeatherMap.

Primary key — One Call API 3.0: Subscribe to the One Call API 3.0 for temperature, humidity and weather description. The first 1,000 calls per day are free. A payment card is required, but you're only charged above the free tier — practically impossible for normal survey use. Set your daily limit to 1,000 in the dashboard to guarantee no charges.

Optional — Weather Maps 2.0: The live rain and cloud map overlays need a Weather Maps 2.0 subscription, a paid add-on with no free tier. Without it, the text weather data (temp, humidity) still works via the 3.0 API.

Where to get it:

  1. Sign up at openweathermap.org/api.
  2. Subscribe to One Call API 3.0, generate a key under "API keys", and paste it into Settings.
  3. (Optional) Add Weather Maps 2.0 for the visual overlays.

SMTP is the "engine" that sends report emails from the app under your own work address, so they reach clients straight from you.

You'll need a few details from your email provider (Microsoft 365, Google Workspace, your web host):

  • SMTP host: the server address (e.g. smtp.gmail.com, smtp.office365.com).
  • Port: usually 465 or 587.
  • Username: your full email address.
  • Password: your email password — or an "App Password" if you use two-factor authentication.

Gmail & Microsoft users: with two-factor authentication, generate an App Password rather than using your normal login password.

Enter these in the Email Configuration section of Settings. Once connected, finished surveys can be emailed to clients natively from the app PRO .

Support & troubleshooting

A quick checklist for the issues we're asked about most:

  • AI features won't run: Confirm your AI API key is pasted correctly in Settings. For OpenAI, make sure you've loaded pre-paid credits — a key with an empty balance fails. See AI API keys and OpenAI API keys.
  • Weather not loading: Check your OpenWeatherMap One Call 3.0 key and that the property address is set. The live map overlays additionally need the Maps 2.0 add-on.
  • No rain on the radar: RainViewer only shows actual precipitation — a clear sky shows nothing, which is correct.
  • Sign-in or sync problems: Check your connection and make sure you're on the latest app version (older builds can be affected by security upgrades). Signing out and back in refreshes your session.
  • Photos missing after import: Photos are only included in JSON exports when Cloud Sync is active. See Exporting & importing JSON data.
  • Soil data not found: Some built-up or remote locations have no published soil data nearby; the app says so explicitly rather than failing.

Still stuck? Use Submit Feedback in the app (it attaches diagnostics) or contact support.

Found a bug, have a feature request, or need a hand? Contact us from inside the app.

  • Go to Settings → Help & Legal.
  • Tap Submit Feedback / Report a Bug.
  • Write your message and optionally use the paperclip to attach a screenshot or PDF (up to 5 MB).
  • Your device OS and app version are sent securely with the message, so we can help quickly.

You can also open a support ticket from this website.

Still need help?

If you couldn't find the answer you were looking for, our support team is ready to assist you.

Contact Support