InstaSurv · InstaFlow™
InstaSurv gives you more than just software — it powers your entire surveying business from first enquiry to completed report. Save hours on admin, streamline operations, increase profitability, and deliver a faster, more professional customer experience every time.
With powerful CRM tools, intelligent automation, instant quoting, report management, team scheduling, seamless integrations and complete workflow control, InstaSurv becomes more than a platform — it becomes the engine behind your growth.
Less admin. More surveys. Smarter business.
Or list your practice for free — public page, surveyor profiles, and enquiry form. Upgrade when you need CRM, reports, and the full platform.
Your workflow
InstaSurv connects every stage of the property lifecycle, from survey capture to evidence, compliance and project delivery.
Capture building condition, fire safety, damp, stock condition and compliance inspections on site.
Generate clear, professional reports with photos, condition ratings, evidence and recommendations.
Turn findings and defects into structured scopes of work, repair plans and capital forecasts.
Issue tender packages, invite contractors and compare pricing in one place.
Award works, manage delivery, track variations and collect completion evidence.
Maintain the Golden Thread with safety records, compliance history, audit trails and evidence packs.
Use live building intelligence to understand risk, costs, compliance and future maintenance.
InstaSurv helps surveyors, consultants and housing providers connect inspections, scopes, tenders, projects and building safety evidence in one workflow.
The real opportunity
Most housing associations currently have:
Today's typical stack
6–7 disconnected systems| Function | System |
|---|---|
| Asset Register | Keystone / Civica |
| Surveys | PocketSurvey |
| Reports | Word |
| Scopes | Excel |
| Tenders | Procurement Portal |
| Project Management | SharePoint |
| Building Safety | Separate System |
Data is duplicated, workflows break between teams, and building safety evidence lives in yet another silo.
With InstaSurv™
InstaSurv replaces the patchwork with one property record, one workflow, and every module sharing the same data — from stock condition surveys to building safety evidence.
All modules, one property record
6–7 systems → 1 platform
Built for your trade
Whether you issue formal survey reports, pathology findings, or priced schedules of works — InstaSurv adapts to how your sector works.
Residential and commercial practices running inspections, reporting, and client delivery every day.
Why it fits
Roofing contractors and specialists documenting defects, scopes, and remedial work on site.
Why it fits
Pathology and defect-focused surveyors investigating moisture, movement, and fabric failure.
Why it fits
Hull, machinery, and condition surveyors producing formal reports for owners and lenders.
Why it fits
Aerial inspection teams capturing roof, facade, and site imagery at scale.
Why it fits
QS and cost consultants pricing works, running tenders, and comparing contractor returns.
Why it fits
Commercial and technical building consultants managing dilapidations, condition schedules, acquisitions, and planned maintenance programmes.
Why it fits
Core appointments
Terminal and interim schedules, Scott schedules, and landlord–tenant dispute support.
Baseline photographic and descriptive records at lease start, break, or handover.
Technical due diligence and building condition insight for investors and asset managers.
Lifecycle cost plans, cyclical works programmes, and capital expenditure forecasting.
Structured surveys of offices, retail, industrial, and mixed-use stock.
Training & support
Software only works when your team knows how to use it in real survey work. The Training Academy and our support team help you go live with confidence — from first login to issued report.
Training Academy
Guides & best practice
Onboarding
Guided practice setup
UK support
Surveying-focused help
Step-by-step guidance on inspections, condition ratings, defect libraries, annotations, and issuing branded reports to clients.
Leads, quotes, bookings, invoices, automations, and the client portal — set up so your team works from one system.
BOQ building, contractor invites, and comparing returns when your practice prices remedial or construction work.
New features and improvements are explained in plain language so your practice stays current without guesswork.
FAQ
Straight answers on training, onboarding, and how we support UK practices.
Moving from another survey platform? Most practices are live on InstaSurv within a week — without losing momentum.
See how easy switching isPlatform features
InstaSurv and InstaFlow™ bring sales, delivery, compliance, team tools and inbuilt report writing into one platform built for surveyors.
Guides on standards, referrers, compliance, and practice growth — browse all topics
Surveyor roles explained, RICS Red Book, Level 2 vs Level 3 surveys, report quality, and how technology supports professional judgement.
Discover what a surveyor does, the different types of surveyors, how surveys help property owners and how modern technology is transforming the surveying profession.
Discover the difference between a Level 2 Survey and Level 3 Survey, what each includes, costs, benefits and which property buyers should choose.
Learn what the RICS Red Book is, who it applies to, when a Red Book valuation is required and how digital surveying software can support valuation workflows.
Learn about RICS Surveying Safely guidance, risk assessments, lone working, PPE requirements and how digital inspection platforms can support safer surveying practices.
What RICS-aligned residential and commercial reports should cover, and how structured templates help consistency.
Managing client expectations from instruction through to report issue — portals, updates, and secure delivery.
How to win repeat instructions from agents and professional clients with faster turnaround and digital delivery.
How residential practices keep agents loyal with reliable turnaround, clear quotes, and one-click report sharing.
Commercial and residential acquisition reports for lenders — scope, liability, and delivery standards.
Managing neutral appointments, schedules of condition, and terminal dilapidations for building consultants.
Electrical safety, signed terms, reminders, and documented workflows across instructions and property portfolios.
Learn the meaning of EICR, what an Electrical Installation Condition Report includes, why it's important and how InstaSurv helps manage electrical compliance across property portfolios.
Digital terms, scope limits, and fee clarity before inspection — essential for PI and client disputes.
Handling personal data in CRM, portals, and report sharing — practical steps for UK surveying firms.
Surveyor roles explained, RICS Red Book, Level 2 vs Level 3 surveys, report quality, and how technology supports professional judgement.
Discover what a surveyor does, the different types of surveyors, how surveys help property owners and how modern technology is transforming the surveying profession.
Discover the difference between a Level 2 Survey and Level 3 Survey, what each includes, costs, benefits and which property buyers should choose.
Learn what the RICS Red Book is, who it applies to, when a Red Book valuation is required and how digital surveying software can support valuation workflows.
Learn about RICS Surveying Safely guidance, risk assessments, lone working, PPE requirements and how digital inspection platforms can support safer surveying practices.
What RICS-aligned residential and commercial reports should cover, and how structured templates help consistency.
Managing client expectations from instruction through to report issue — portals, updates, and secure delivery.
How to win repeat instructions from agents and professional clients with faster turnaround and digital delivery.
How residential practices keep agents loyal with reliable turnaround, clear quotes, and one-click report sharing.
Commercial and residential acquisition reports for lenders — scope, liability, and delivery standards.
Managing neutral appointments, schedules of condition, and terminal dilapidations for building consultants.
Electrical safety, signed terms, reminders, and documented workflows across instructions and property portfolios.
Learn the meaning of EICR, what an Electrical Installation Condition Report includes, why it's important and how InstaSurv helps manage electrical compliance across property portfolios.
Digital terms, scope limits, and fee clarity before inspection — essential for PI and client disputes.
Handling personal data in CRM, portals, and report sharing — practical steps for UK surveying firms.
From solo surveyor to multi-discipline firm — systems that join enquiry, delivery, and billing.
Why fragmented spreadsheets hurt referrer relations — and what a unified survey CRM changes.
Building consultants delivering planned maintenance and capex plans — structuring long-term client relationships.
Extending client relationships with BOQs, tender invitations, and contractor responses tied to the instruction.
How housing associations, local authorities and asset consultants manage stock condition surveys, HHSRS, SHQS compliance and long-term investment programmes.
Learn what a stock condition survey is, why housing associations carry them out, what data is collected and how InstaSurv helps manage stock condition surveys and asset planning.
Learn how an HHSRS scoring spreadsheet works, how hazards are assessed, and how digital HHSRS software can streamline inspections, reporting and compliance management.
Learn what SHQS is, how Scottish Housing Quality Standard surveys are conducted, and how housing providers can use InstaSurv to manage compliance, stock condition surveys and asset management.
What survey and fire door inspection apps offer, how to choose software, and how platforms compare from report to remedial delivery.
Discover what survey application software is, key features to look for, and how InstaSurv helps surveyors, inspectors and housing providers manage inspections, reports and asset data.
Discover how online building surveys help surveyors, consultants and property professionals capture data, generate reports and manage building condition more efficiently.
Learn what a building surveying report includes, why it's important and how InstaSurv helps surveyors create professional reports, manage defects and deliver projects.
Discover how a fire door inspection app helps inspectors, surveyors and housing providers manage fire door surveys, compliance, remedial actions and reporting.
Looking for a Scafol alternative? Compare survey writing software, surveyor CRM systems and inspection platforms to find the right solution for your surveying business.
An independent look at PocketSurvey for housing, fire safety and asset inspections — strengths, limitations, and what to consider when comparing survey software in 2026.
From solo surveyor to multi-discipline firm — systems that join enquiry, delivery, and billing.
Why fragmented spreadsheets hurt referrer relations — and what a unified survey CRM changes.
Building consultants delivering planned maintenance and capex plans — structuring long-term client relationships.
Extending client relationships with BOQs, tender invitations, and contractor responses tied to the instruction.
How housing associations, local authorities and asset consultants manage stock condition surveys, HHSRS, SHQS compliance and long-term investment programmes.
Learn what a stock condition survey is, why housing associations carry them out, what data is collected and how InstaSurv helps manage stock condition surveys and asset planning.
Learn how an HHSRS scoring spreadsheet works, how hazards are assessed, and how digital HHSRS software can streamline inspections, reporting and compliance management.
Learn what SHQS is, how Scottish Housing Quality Standard surveys are conducted, and how housing providers can use InstaSurv to manage compliance, stock condition surveys and asset management.
What survey and fire door inspection apps offer, how to choose software, and how platforms compare from report to remedial delivery.
Discover what survey application software is, key features to look for, and how InstaSurv helps surveyors, inspectors and housing providers manage inspections, reports and asset data.
Discover how online building surveys help surveyors, consultants and property professionals capture data, generate reports and manage building condition more efficiently.
Learn what a building surveying report includes, why it's important and how InstaSurv helps surveyors create professional reports, manage defects and deliver projects.
Discover how a fire door inspection app helps inspectors, surveyors and housing providers manage fire door surveys, compliance, remedial actions and reporting.
Looking for a Scafol alternative? Compare survey writing software, surveyor CRM systems and inspection platforms to find the right solution for your surveying business.
An independent look at PocketSurvey for housing, fire safety and asset inspections — strengths, limitations, and what to consider when comparing survey software in 2026.
2 free reports to test report PDFs, then pay per staff user on your account.
2 free reports to test reports · per staff user · cancel anytime
Select a plan above, then continue to signup and onboarding with your choice saved.
Own the workflow
A short guided setup walks you through practice details, services, and branding — then you're ready to run CRM, reports, and InstaFlow™.
Get startedNo card required · Free practice listing · 2 free reports for reports