Help & Documentation

The private B2B edition uses organisational licensing. Company administrators manage access in the B2B Account; field surveyors activate in the app without a portal login.

For team pricing and an overview, visit B2B Team Licensing. The deployment guide covers Apple Business, Managed Google Play and individual management platforms.

B2B surveys stay on the device. Consumer account and cloud-sync guidance elsewhere in this help centre does not describe the B2B edition. Licence checks normally run every three days when online, with up to fourteen days offline after a successful check, subject to earlier expiry.

Open Your B2B Account →

Getting started with PropertySurvey Pro takes a few minutes. The + button creates a General Inspection, while RICS-aligned Survey opens the dedicated Home and Commercial choices.

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 and scope a survey: Tap + or New Survey, enter the property and client details, then choose the flexible General Inspection, the dedicated Home Survey Level 1/2/3 workflow, or the scope-led Commercial Survey workflow. Confirm the agreed scope and access before inspecting.
5. Follow the selected workspace: General Inspections use dashboard cards and Next Section. Home and Commercial Surveys use their own instruction, property, schedule, summary, declaration and readiness sections.
6. Use the in-app guidance: In a Home or Commercial Survey, tap the ? beside a section, field, rating or evidence area for guidance relevant to the item you are completing.
7. Review and generate: Check the readiness review, open the report preview and make any final wording changes. Confirm the report status, declaration and signature, save the report, then use the available email or share options.

For the complete guided walkthrough, including ratings, photos, limitations, Home Survey Levels and commercial work, see the Getting Started Guide.

Choose the workspace that fits the instruction, then adapt the elements, wording and report to the property and your competence.

• Home Survey Levels 1, 2 and 3: free workspaces that provide practical visual-inspection starting points. Level 1 suits a concise condition overview; Level 2 supports a more detailed visual inspection and advice; Level 3 supports a fuller inspection and more detailed advice where appropriate.
• Commercial technical due diligence or building condition: a scope-led workspace informed by the RICS Technical due diligence of commercial property professional standard. Record the fabric, interiors, observed services, access, occupation, reliance, documents, specialists and client-specific requirements.
• Schedule of condition: a separate factual record of condition at the inspection date. It does not automatically become technical due diligence, a Schedule of Dilapidations, a Scott Schedule, lease interpretation or a quantified demand.
• Custom elements: add items for plant rooms, tenant alterations, common parts, heritage fabric, outbuildings or other non-standard areas. Use factual notes, a rating/priority where relevant, context and close-up photos, and specific limitations for anything inaccessible or not inspected.
• Contextual guidance: every Home and Commercial workspace section includes tap-friendly help, with field-specific prompts for observations, limitations, ratings, priorities, evidence and sign-off.

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.

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: Free includes limited trial uses; Pro adds higher daily access and the option to connect your own provider key. Always review the output before using it.

PropertySurvey Pro includes a free, dedicated Commercial Survey workflow informed by the RICS Technical due diligence of commercial property professional standard. It remains scope-led because the asset, transaction, jurisdiction, instruction, lease context and intended use determine the appropriate inspection and report.

How to begin:

• Choose RICS-aligned Survey on the app Home screen, then Commercial Survey; it opens a dedicated commercial report structure, not an add-on to a residential survey.
• Choose building condition, technical due diligence or schedule of condition, then work through A Site, B Structure/Envelope, C Interiors, D Services and E Compliance/Records.
• Record purpose, detailed scope, tenure/interest, permitted reliance, access and sampling, documents, specialists and any immediate safety notification before completing the element schedule.
• Use P1/P2/P3/NI/N/A consistently, add photos and advice, record section limitations, and complete the executive summary, risks, records/legal matters, costs/programme and further investigations.
• Keep the report marked Draft during checking and change it to Final only after professional review and authorisation.
• Use the ? guidance beside each section and narrative field when you need a reminder of the information normally expected for that part of the instruction.
• Review and edit populated wording in the on-screen report before saving and sharing the PDF. It is not a prescribed RICS form, lease interpretation, valuation or legal opinion.

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.
• Monthly report passes: Free includes Smart Build report passes that refresh at the start of each calendar month. Each pass covers a report rather than individual field insertions and stays with that report permanently. Your current allowance is shown in Smart Build. Pro makes Smart Build available across every report.
• Always editable: Inserted text is a starting point — edit it to fit the property.
• Your core workflow stays open: Manual field editing, saving and PDF export remain available without a subscription.

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.

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.

The dedicated, free Home Survey workflow provides the recognizable RICS Home Survey Standard Level 1/2/3 framework, condition ratings and reporting structure; the surveyor is still responsible for applying the current standard and agreed scope. General inspections remain a separate workflow with plain-language descriptive ratings.

• Dedicated Home Survey workflow: choose RICS-aligned Survey on the app Home screen, then Home Survey and Level 1, 2 or 3. Complete the instruction and property record, then work through D Outside, E Inside, F Services and G Grounds. Every element has CR1/CR2/CR3/NI/N/A, observation and photo evidence; Levels 2 and 3 add repair, consequence, timing and investigation fields, while Level 3 adds construction and future-maintenance detail. Standard names are editable and each section accepts custom elements and limitations.
• Readiness review: before opening the report, review missing instruction details, unrated included elements, NI ratings without an explanation, level-specific narrative gaps, legal matters, risks and next actions. The review warns without locking access to a draft.
• Draft and Final: Home and Commercial reports default to Draft. Saving preserves the report but does not make it Final; change the issue status only after professional review and authorisation.
• Separate rating systems: CR1/CR2/CR3/NI belongs to the dedicated Home Survey workspace. General inspections use descriptive condition choices so tenancy, snagging and property-management users are not presented with Home Survey terminology. Existing reports retain any legacy CR value already recorded.
• Evidence integrations: Property Information contains an Optional report enhancements area for EPC, weather/orientation, soil/drainage and a supporting floor plan. Draw or upload a plan, or use Apple RoomPlan on a supported LiDAR iPhone/iPad. These tools support rather than interrupt the core Home or Commercial report structure; include only relevant data and verify it before issue.
• Field-specific drafting: Every narrative field has its own comprehensive Smart Build options for evidence, assessment, limitations and next actions. Selected wording is inserted only into the field that opened the builder and remains fully editable.
• Guidance in context: tap the ? icon beside a workspace section, narrative field, condition rating, commercial priority, evidence area or report setting for concise guidance without leaving the survey.
• Report review and sign-off: the on-screen report shows completed content for final editing, followed by supporting EPC, weather, soil and floor-plan evidence where selected, and the surveyor declaration, signature and professional details at the end.

HHSRS Scoring is a Pro feature for General Inspections only. It is not part of the dedicated Home or Commercial standards-aligned workspaces. Within a General Inspection, use it to 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). UK profiles show the General Inspection section by default; Pro users can control its visibility in 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 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.

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.

Free includes a small trial allowance for AI Polish and Image Analysis. Pro adds higher daily access and lets you connect a free Gemini API key or your own OpenAI API key. You always review and edit AI output before it enters the report.

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 draft description of visible features for you to verify, edit and use in the relevant observation field.

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 counts against the limited Free allowance or Pro daily allowance. Pro users can also connect a Gemini or OpenAI API key, subject to that provider's limits.

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.

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.
• Home and Commercial reports: Your chosen font, theme colour, cover style, logo and professional details also carry through to the dedicated report workspaces.

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.
• Dedicated reports: Home and Commercial reports finish with the declaration, signature, surveyor name, accreditations and selected snapshot or disclaimer wording.
• 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.

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.
• Quiet backup reminder: If several reports remain local-only, the home screen may show a dismissible reminder about Pro cloud backup. It does not block a survey or export and is cooled down after it appears.
• 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.

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.

• Finding record: the recognised issue type, Low/Medium/High severity, approved indicator tags, a meter-reading flag and your selected country/market.
• Discarded: names, addresses, client details, photographs and survey prose are not stored in the finding record. Older app versions may send an address prefix, which the service ignores.
• Abuse prevention: a pseudonymous submission counter is retained for up to three days; it is not included in the published dataset.
• Opt out any time: switch the toggle off and nothing further is sent.

De-identified trends are published on prosurvey.app only after the overall disclosure threshold is met. Country/market rows must meet that threshold independently.

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.

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.

• Create a Gmail App Password
• Create a Microsoft App Password

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

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.