RICS Home Survey Standard-aligned workflow

RICS Condition Report Software.

What is Home Survey software? It helps a surveyor record a residential inspection consistently, element by element. PropertySurvey Pro™ includes a free, dedicated Level 1–3 workflow with the recognizable D–G schedule, CR1/CR2/CR3/NI ratings, editable and custom elements, photographs, limitations, overall opinion, risks and further investigations. It is RICS Home Survey Standard-aligned independent software; it is not endorsed or licensed by RICS, cannot grant a RICS report licence and does not generate the prescribed RICS-branded report form.

Offline-first reporting for residential surveyors: choose Level 1, 2 or 3, work systematically through outside, inside, services and grounds, then review a structured PDF before issue.

Less repeated typing: PropertySurvey Pro provides voice-enabled notes and optional AI-assisted wording. Every observation, rating and recommendation remains editable and must be reviewed by the surveyor before export.

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Download free to complete standard surveys immediately on-site. For large networks and municipal housing teams, we support custom managed business provisioning.

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A complete element schedule for Home Survey Levels 1–3

The RICS Home Survey Standard describes three service levels. PropertySurvey Pro makes them a free, dedicated report workflow: select the agreed Level 1, 2 or 3 framework and record D–G elements for the outside, inside, services and grounds. Each element takes a CR rating, observation and photos, with level-appropriate advice, consequence, timing, construction and maintenance fields; section limitations and custom elements cover the particulars of the instruction. New to the process? Our Getting Started guide explains the complete workflow:

Level 1: Condition

Use where the agreed service is a concise, objective description of condition. Match the inspection and advice to the current standard and your terms of engagement.

Level 2: Homebuyer

Use where the agreed service calls for a more extensive visual inspection, condition ratings and advice. Record limitations and further investigations explicitly.

Level 3: Building

Use where a detailed assessment is appropriate to the property and instruction. The workspace provides more room for evidence and advice without implying destructive investigation.

Optional valuation and reinstatement cost

Where the instruction includes them, switch on a market valuation, an insurance reinstatement cost or both for that survey. The valuation section becomes J in the report, with the declaration and next actions moving to K and L, and covers the basis of value, valuation date, tenure, floor area, standard and special assumptions, market commentary, comparable evidence, material valuation uncertainty and reliance. A Registered Valuer records their own figure, printed in figures and words, or reports it as withheld until further investigations are complete. The app never suggests a value. It is free and off by default.

Optional professional wording assistance (AI Polish)

Dictate or type shorthand notes while walking the site. AI Polish can draft clearer professional prose, which you review and edit against your evidence before export. It does not choose the rating, diagnose a defect or determine compliance.

Raw Field Notes (Your Dictation)

"bay window timber frame rotting, sashes jammed, needs replacing, water ingress noted on internal reveal."

Draft professional wording (AI Polish)

"Decay was observed to sections of the timber sash window frame at the front bay. The sashes did not operate during the inspection, and moisture staining was visible to the internal reveal. Repair options and the extent of concealed decay should be assessed by a competent joinery contractor."

How PropertySurvey Pro Redefines Survey Efficiency

Compare your current surveying methods with PropertySurvey Pro to see the impact on speed, compliance, and overhead costs:

Features & BenefitsPaper & Manual EntryPropertySurvey Pro
Offline ReliabilityHigh loss risk, dropped browser caches on site.Native offline database that keeps working with no signal.
Admin/Turnaround TimeHours of typing & editing per report.Generate and export the PDF on-site, then refine later.
GOV.UK EPC AutomationsManual web searches, crop & pasting graphs.Fetched automatically via postcode API.
RICS Rating CategoriesAd-hoc formatting, inconsistencies.CR1/CR2/CR3/NI scale built in, with an automatic rating key in reports.
Secure RecordsNo secure local storage (vulnerable to loss in disputes).Offline local storage, optional Pro sync and export tools; retain records under your own policy.

Frequently Asked Questions

Can I customise RICS reports with my practice's branding?▾

Yes. You can add your company logo, insert your credentials and disclaimers, and set your terms so the exported PDF reflects your practice's branding.

Does the app pull EPC ratings automatically?▾

PropertySurvey Pro queries the GOV.UK EPC register by postcode to retrieve the registered energy rating and potential upgrades, then renders the recognised A–G colour chart inside the PDF.

How does AI Polish help with RICS wording?▾

Dictate or type shorthand on site and AI Polish drafts structured professional wording that you review and edit before export. It does not determine a condition rating, replace your judgement or make a report compliant. Free users get a monthly allowance; Pro adds a larger allowance plus the option to use your own Google Gemini or OpenAI key.

Can I include a valuation in a Level 2 or Level 3 report?▾

Yes. Switch on the optional valuation section for that survey to add a Registered Valuer's market value, an insurance reinstatement cost, or both. You record the figures, assumptions, commentary and comparables yourself; the app never suggests a value, and the valuation remains your professional responsibility under the RICS Red Book. It is free and off by default.

Does the app work offline in a basement with no signal?▾

Yes. Images, condition ratings, notes and custom checks are stored on the device so fieldwork continues without reception. When you sign in, data syncs across your own devices and backs up per account. No system can guarantee zero data loss, so keep exports and backups as well.

Can we deploy licences across our housing team or council?▾

The app is compatible with Managed Apple Business, managed Google Play and standard Mobile Device Management (MDM) platforms, supporting volume deployment and licence distribution. Contact us to discuss provisioning for your team.