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Resource · survey

Make the site visit usable at the desk.

Record measurements, references, access and unknowns so the desk team can interpret them later.

Published by Spectra · no named expert reviewer is claimed · last reviewed 17 September 2026 · operational guidance, not technical, legal or safety certification.

The practical answer

A useful survey shows what was observed, how it was referenced and what is still unknown. It is not a substitute for competent safety, structural, electrical or regulatory assessment.

01

Prepare

Carry the questions into the visit.

Confirm contact, access, location, measurement needs and the questions the estimate or artwork team cannot answer from the brief.

  • Job reference and scope
  • Photo/reference convention
  • Measurement and evidence source
  • Access and delivery observations
  • Open questions and owner
02

Worked sample

Make a fictional fascia survey traceable.

Synthetic sample: NQC-014 has photo P-04, ‘east elevation, pavement-facing’, linked to M-02, ‘fascia face width supplied by site contact’. The record marks rear access and existing fixing condition as unverified—not as a conclusion.

03

Handover

Reconcile before estimating.

Compare observations to the requested scope; identify conflicts and missing approvals. Link the survey to the quote and proof instead of copying unsourced values into each document.

A sample, not a promise

See the connected workflow, then test it against your own.

Discuss your workflow