Your approved words, on tap.
Every surveyor has a private dictionary — the exact way you describe a slipped slate, the EICR recommendation you've refined over years. Catalogue it once, tag it to RICS sections, and it's a click away in every report — and on tap for Otto, so even AI-drafted sections speak in your firm's words.
The phrase picker
One element. Three ratings. Three approved phrases.
A good library holds a wording for every severity. Flip the condition rating below and watch the pre-approved phrase for that rating drop into the field — the same way the routing engine picks the phrase that matches what you actually observed.
The roof coverings are natural slate laid in regular courses and are in serviceable condition commensurate with age. No slipped or missing slates were visible at the time of inspection. No repair is currently required.
Illustrative wording and codes — your library holds your firm's own phrases, in your firm's own words.
Open D2 and your D2 phrases are already in the side panel. One click inserts the wording.
Say "use SP29" mid-dictation. The full approved phrase lands in the report, word-for-word.
Otto reads up to 100 of your phrases before drafting, so its wording matches the rating — and your voice.
How the library works
Five steps from scattered wording to a working library.
No retyping, no spreadsheet, no style-guide committee. The library builds itself from documents you already have — then follows you into every report.
Paste what you already have
Old survey reports, a Word document, a plain-text phrase list — paste any of it into the bulk import field. The AI extracts every distinct observation, maps informal element labels ("flaunching around the pot") to the correct RICS sub-section code (D1 Chimney stacks), and saves the lot to your library in roughly 30 seconds per document. Internal reference codes like SP1 or L-04 are detected and preserved, and variant wordings are kept as separate phrases — surveyors keep multiple versions of the same observation on purpose.
Tag to RICS sections — once
Each phrase carries a RICS section code: D2 Roof coverings, F1 Electricity, I3 risks to people. Tag a phrase to a single letter — D, E, F — and it surfaces for every subsection of that element; leave it untagged and it appears under All Sections everywhere. Phrases can be scoped to Level 2 or Level 3, or left unscoped for both — invalid codes for the chosen level are nullified rather than discarded, so nothing is silently lost.
Insert from the panel while you write
Inside the Level 2 or Level 3 report editor, the phrases side panel filters itself to whichever section you're writing. Working on D2? Only your roof phrases show. Move to F1 and the electrical phrases take their place. One click inserts the full wording — no window switching, no 40-page Word document to Ctrl-F through.
Say the code on site
If your phrases carry codes, dictate them mid-walkthrough — "couple of slipped slates to the rear, use SP29, rating two". When the report is processed, the code is swapped for the full approved phrase automatically. Works in Otto auto-mode and AI Dictation, and forgives how you say it: [SP29], "Insert SP29" and bare SP29 all resolve — with or without a space.
Otto reads it before writing a word
Every Otto run loads up to 100 of your phrases — personal first, then firm, then industry presets — into the routing step before any content is generated. The AI's instruction is specific: use an exact phrase if it fits the observation perfectly, otherwise adapt the tone and vocabulary. So auto-drafted sections sound like your practice even where no exact phrase exists — and where you dictated a code, the approved wording is inserted untouched.
Twenty years of wording, unlocked
Your best phrases already exist.
They're buried in old PDFs, a battered Word document and your own memory. The library gets them out — and puts them one click from every report you'll ever write.
1 · The archive
Every report you've written
Years of refined wording — slipped slates by severity, your exact Artex caveat, the EICR line you trust. All of it trapped in finished documents.
2 · The paste
One paste, catalogued
Paste a report into the bulk import field. In about 30 seconds every distinct observation is extracted, tagged to its RICS section and saved. Review it over a coffee.
3 · The standard
Approved once, used everywhere
A senior surveyor promotes the best wording to the firm tier. From that moment it's in every surveyor's panel — and in every Otto draft.
Inside the editor
The panel beside every report — and the path behind it.
On the left: what you see while writing — your library filtered to the section in front of you. On the right: what happens underneath when a dictated code travels through Otto to the signed report.
Coverings in serviceable condition commensurate with age…
Slipped and cracked slates noted; budget for localised…
No significant defects were observed at inspection…
Filtered to the element you're writing
Open D2 and only your roof phrases appear — personal, firm and preset tiers stacked in that order, each a single click from the field. Search by keyword when the list grows. No scrolling a 200-row document, no window switching.
“…couple of slipped slates to the rear elevation, use SP29, rating two…”
The code is preserved through generation — untouched.
“Several slipped and cracked slates were noted to the rear elevation. Budget for localised slate replacement by a specialist roofing contractor.”
From library to signed report
Your library is injected into Otto's routing step as style context. A code you dictated is preserved through generation and only afterwards swapped for the approved phrase — word-for-word, so the AI never gets a chance to reword what your firm signed off.
Approved means approved
Exact words, never reworded.
The whole point of pre-approved wording is that it stays approved. The library draws a hard line between the two ways your phrases are used — and the AI is never allowed to cross it.
Word-for-word by code
Dictated codes are resolved after AI generation, not during it. The AI is instructed to preserve your codes untouched; the system then swaps each one for the stored phrase content. The wording that lands in the report is exactly the wording your firm approved — the AI physically cannot reword it.
Tone by context
For everything you didn't code, up to 100 of your phrases ride along as style context. The AI's brief: use an exact phrase if it fits the observation perfectly, otherwise adapt the tone and vocabulary to write original content. Your voice either way — verbatim where it can be, faithful where it can't.
Personal never crowded out
The 100-phrase load is filled in strict priority order — your personal phrases first, then the firm tier, then industry presets take whatever room is left. A big shared library never displaces the wording you built yourself.
Codes on site
Say the code. Keep walking.
Mid-inspection is the worst possible moment to hunt for wording. So don't — dictate the reference and move on. The resolver loads every code you and your firm have stored and matches whatever scheme you use, however you happen to say it.
- Any prefix, your numbering. No hardcoded "SP" — DG32, ABC1 and L-04 schemes resolve just the same, exactly as imported from your old library.
- Spaces forgiven. Speech recognition writes "SP 29"? It resolves to the same phrase as "SP29". Dictation quirks don't break the lookup.
- Longest code wins. Codes are matched longest-first, so SP110 is never misread as SP11 with a stray zero — a small thing until the day it isn't.
- Unresolved codes stay visible. If a code has no matching phrase, it's left in place rather than silently deleted — you'll spot it in review, not after delivery.
Professional consistency
Consistent language. Consistent opinion.
Post-survey queries and professional indemnity disputes often hinge on precise wording. When surveyors at the same firm describe identical defects differently — one writes "urgent attention required", another "further investigation recommended" — clients and solicitors can read those as different professional opinions, even when the condition rating is the same.
Firm-tier phrases put approved wording for Section H legal matters and Section I risk notices in every surveyor's panel. Professional judgement stays individual where it should — ratings and descriptive commentary. The boilerplate stops drifting.
- Firm-approved wording for Section H (legal matters) and Section I (risk notices) — where consistency matters most
- Personal phrases keep each surveyor's voice for descriptive commentary while the caveats stay shared
- Every surveyor can use firm phrases; only administrators can edit or delete them — the approved text stays approved
"The property has been extended. We were unable to confirm from documents provided whether planning permission and building regulations approval were obtained for all works. The purchasing solicitor should verify this prior to exchange of contracts."
"Artex-textured coatings are present and may contain asbestos. The ceiling should not be disturbed. We recommend a specialist asbestos survey prior to any remedial works or redecoration."
- Clients receiving differently-worded advice from surveyors at the same firm
- Solicitors querying why wording differs between two reports on similar properties
- Post-exchange disputes turning on an ambiguity in ad-hoc phrasing
How it compares
The library vs the Word document.
Most surveyors already keep standard phrases — in a document that can't file itself, sync itself, or brief an AI.
| Capability | Standard Phrases | Word document |
|---|---|---|
| Finding the right phrase | Filtered to the section automatically | Ctrl-F a 40-page file |
| Inserting it | One click, or a dictated code | Copy-paste between windows |
| Firm-wide updates | Instant — one library, always in sync | Email a new version around |
| Feeds AI drafting | Up to 100 phrases as style context | No |
| Works during dictation | Say the code on site | No |
| Approved wording stays exact | Codes resolved word-for-word | Paste slips creep in |
| Level 2 / Level 3 scoping | Automatic validation per level | Separate files, manually |
| Set-up from your old reports | AI bulk extract — ~30 sec per document | Hours of copying |
The details that matter
Built by people who've watched a phrase library fail.
Phrase tools break in small, infuriating ways — a mangled code, a lost variant, a shared file gone stale. These are the specifics engineered against that.
Section-aware filtering
Tag a phrase D2 and it appears only in D2. Tag it D and it appears in every D subsection. Leave it untagged and it lives under All Sections, available everywhere. The panel always shows what fits the field in front of you — nothing else.
Personal-first loading
The 100-phrase Otto load fills in strict priority: personal, then firm, then presets. Your own most-refined wording always makes the cut, no matter how large the shared tiers grow.
Any code scheme
SP18, DG32, L-04, ABC1 — no hardcoded prefix. Whatever numbering your old library used carries across on import and resolves on dictation, unchanged.
Longest-code-first matching
Codes are matched longest-first, so SP110 never resolves as SP11 with a leftover zero. Space-insensitive too: "SP 29" and "SP29" are the same phrase.
Post-generation resolution
Dictated codes are preserved through AI generation and replaced with the stored wording afterwards. Approved text is inserted word-for-word — the AI never gets to paraphrase it.
Variants kept separate
Three slipped-slate wordings for three severities? Bulk import keeps them as three phrases rather than merging them — because those differences are the whole point.
Level-aware scoping
Phrases scope to Level 2, Level 3 or both. Section codes are validated per level on import, and codes invalid for the chosen level are nullified — not discarded — so no phrase is silently lost.
No storage cap
Store as many phrases as your practice accumulates. The only limit is the 100 loaded per AI run — and that load is chosen by the priority order above.
Compound value
A library that gets better with every report.
A Word template is the same document in year one and year ten. The library compounds — across surveyors, across report types, across every AI draft.
one
The preset shelf is already stocked
The industry preset library is live the moment you join — common RICS-aligned observations, "no defects observed" caveats, drainage boilerplate and typical I1–I4 risk notices, all tagged and searchable. Your first report has a professional baseline before you've saved a single phrase.
paste
Your voice, catalogued in minutes
Paste a few old reports and your personal tier grows by dozens of phrases per document — roughly 30 seconds each, every phrase tagged to its RICS section, your internal codes preserved. The wording you've refined for years stops living only in your memory.
tier
The practice starts speaking with one voice
A senior surveyor promotes agreed wording to the firm tier and it appears in every surveyor's panel at once — no emailed documents, no version drift. Section H and I boilerplate stops varying between colleagues from that day on.
run
Every AI draft sounds more like you
Each Otto run loads up to 100 phrases as style context before drafting. As the library is curated, the auto-drafted sections align ever closer with how your firm actually writes — the library is a shortcut for you and a brief for the AI, at the same time.
Section coverage
Every RICS section. Every subsection.
Phrases can be tagged to any of the 35+ RICS Home Survey section codes across both Level 2 and Level 3 reports — and the editor filters to whichever one you're writing.
D1 Chimneys · D2 Roof coverings · D3 Rainwater pipes · D4 Main walls · D5 Windows · D6 Doors · D7 Conservatories · D8 Other joinery · D9 Other
E1 Roof structure · E2 Ceilings · E3 Walls · E4 Floors · E5 Fireplaces · E6 Built-in fittings · E7 Woodwork · E8 Bathroom fittings · E9 Other
F1 Electricity · F2 Gas/Oil · F3 Water · F4 Heating · F5 Water heating · F6 Drainage · F7 Common services
G1–G3 Grounds · H1 Regulation · H2 Guarantees · H3 Other · I1 Building risks · I2 Grounds risks · I3 People risks · I4 Other risks
J (Surveyor's declaration) · K (What to do now) · L (Service description)
J1–J5 (Energy matters) · Remedial costs short-form / long-form · L (Declaration) · M (What to do now) · N (Service description)
Plus B (Overall opinion) and C (About the property). Untagged phrases live under All Sections and are available everywhere in the editor.
Who uses Standard Phrases
The surveyor with 200 phrases in a Word doc — and the one with none.
The library works at every stage of a surveying career, from first APC submission to a multi-surveyor practice.
Solo practitioners
Years of preferred observations — specific wording for slipped slates, your exact EICR recommendation, the way you phrase an Artex notice. Import once; it's in the right section panel every time.
Firm principals
Standardise language across two, three or ten surveyors without annual style-guide reviews. Promote agreed phrasing to the firm tier once — it's in every editor and every Otto draft immediately.
New RICS surveyors
No library yet? The industry preset tier covers the common RICS-aligned observations from day one — a professional baseline before you've written your first report of your own.
High-volume practices
Ten-plus surveys a week means codes earn their keep: dictate SP29 on site, zero lookup time in the office, and the report carries your precise wording without anyone retyping it.
APC candidates
Your phrase library as APC evidence
Organising a phrase library by RICS section code — D1–D9 external, E1–E9 internal, F1–F7 services, H1–H3 legal, I1–I4 risks — is a practical demonstration that you understand the RICS Home Survey Standard structure, a core APC competency. Building it across your training period leaves a documented record of how your professional language has developed: phrases added from early reports, refined as your practice matures, promoted to the firm tier when your principal approves them. Section H and I entries are especially relevant — consistent, principal-approved wording for legal and risk content shows the systematic discipline assessors look for.
Part of the toolkit
One of three tools that teach the AI how your firm writes.
Standard Phrases is the language third of the quality trio. Each tool feeds Otto independently; together they cover what you say, how you say it, and the judgement behind it.
Standard Phrases
Discrete, reusable wording — inserted by click, resolved by code, and loaded as style context on every run. The exact sentences your firm has signed off.
Style Profile
A writing fingerprint built from 5–10 past reports — structure, tone, vocabulary and formatting — injected on every Otto run so drafts sound like your firm's pen.
AI Training
Upload past reports and the AI learns your firm's standard — defect language, rating philosophy, recommendation style — directly from the documents.
Otto — AI report writer
The auto-mode engine that reads your library on every run and resolves your dictated codes into the finished report.
AI Dictation
Speech to transcript to routed fields — phrase codes spoken on site resolve here too, not just in full auto-mode.
Level 2 Report Writer
The editor where the phrases panel lives — filtered to each RICS section as you move through the report.
RICS Standards Check
Your phrases keep the language consistent; the Standards Check confirms the finished draft covers what the Home Survey Standard requires.
Getting started
A working library before your next inspection.
No training period, no configuration. The preset tier is live the moment you join; your own tier takes one paste.
Drop an old survey report or Word document into the bulk import field. Roughly 30 seconds later every distinct observation is extracted, tagged to its RICS section and saved — internal codes intact.
In the Level 2 or Level 3 editor, the side panel shows your phrases filtered to whichever section you're writing — D2 phrases in D2, F1 phrases in F1.
Click to insert a phrase directly, or say its code on site. The shortcode expands to the full approved wording when the report is processed — no retyping back at the office.
FAQ
Common questions about Standard Phrases
Building your library
How do I import my existing phrase library?
Paste any text — old survey reports, a Word document, or a plain-text phrase list — into the bulk import field. The AI analyses the content, extracts every distinct observation, assigns each one a RICS section code and saves them to your library. Internal reference codes such as SP1, SP2 or L-001 are detected and preserved automatically.
How does the bulk extraction handle different surveyor phrase formats?
The extraction recognises a wide range of phrase-library conventions: element labels ("Moss Roof", "Gutters"), function labels ("Outside Limitations"), administrative categories ("EICR", "Regulations"), and sequential internal codes ("SP1 — Title", "L01 Title"). Variant wordings are preserved as separate phrases rather than merged, and building element descriptions are mapped to the correct RICS sub-section code. Internal reference numbers such as SP1, SP29 or L-04 are detected and preserved automatically so your existing numbering carries across without modification.
What if I am starting from scratch with no existing phrase library?
The industry preset library is available from day one — no setup required. It covers common RICS-aligned observations across all standard sections: "no defects observed" caveats, EPC and drainage boilerplate, typical risk notices for I1–I4, and standard recommendation language. This means your first Otto auto-mode run already has a baseline library to draw from. You can then supplement by adding individual phrases as you write, or paste any existing survey documents into the bulk import field to build your personal library quickly.
How long does it take to build a working phrase library from existing survey reports?
The bulk import takes approximately 30 seconds per document pasted. A typical 40-page Level 2 survey report yields 30 to 60 distinct phrases. Paste three or four of your most-used reports and you can have a personal library of 100 to 200 phrases in under five minutes — all automatically tagged to the correct RICS section codes and immediately available in the editor side panel. If you have no existing documents, the industry preset library is available from day one and covers the most common RICS-aligned observations across all sections, so your first report has a professional baseline to draw from.
What is the fastest way to build a working phrase library for Level 2 RICS report writing?
The fastest route is the bulk import field. Paste two or three of your best Level 2 survey reports into the field. The AI extracts every distinct observation, assigns each to the correct RICS section code, and saves them to your library in about 30 seconds per document. After pasting three reports you typically have 90 to 180 personal phrases covering the elements you encounter most often. When you then open a new report in the editor, your D2 roof phrases appear in the D2 panel, your F1 electrical phrases in F1 — writing an observation becomes a click rather than a retype. Any gaps you notice can be filled by adding a phrase directly from the editor after writing it, so the library grows naturally with each report you complete.
Tiers, sharing & the firm
Can I share phrases with colleagues at my firm?
Yes. Firm-tier phrases are shared across every surveyor in your company on Home.co.uk. Any surveyor can use them; only administrators can edit or delete them. Personal phrases are always private to the individual who created them.
How do I set up standard phrases for a new surveyor joining the firm?
Nothing is needed from the new surveyor's side. Firm-tier phrases are shared automatically with every account in the practice — the new joiner opens the Level 2 or Level 3 report editor and the full firm library is already in the side panel. The industry preset library is also available immediately. If the firm wants to build a curated onboarding library, a senior surveyor can upload and promote phrases to the firm tier before the new joiner's first report.
Is there a limit to how many phrases I can store?
There is no hard limit on stored phrases. During auto-mode runs, up to 100 phrases are loaded into the AI style context per run in priority order. If you have more than 100 phrases, personal phrases are always prioritised over firm phrases, which are prioritised over industry presets — your own wording is never crowded out by the shared tiers.
Does the library work with both Level 2 and Level 3 reports?
Yes. Phrases can be scoped to a specific product type (Level 2 or Level 3) or left unscoped so they appear in both. Section codes are validated against the target level on import — Level 2-only codes and Level 3-only codes are kept separate, with invalid codes nullified rather than discarded so no phrase is ever silently lost.
Dictation, codes & the AI
Can I dictate phrase codes to insert phrases automatically?
Yes. If your phrases carry reference codes (SP1, SP29, L-04, etc.) you can dictate those codes naturally — "use SP29" — and the system resolves the placeholder to the full phrase content after AI processing completes. This works in both Otto auto-mode and AI Dictation, supporting the formats [SP29], "Insert SP29", and bare SP29 references. Spacing is forgiven too: "SP 29" and "SP29" resolve to the same phrase.
How does the AI use my phrases when generating report content?
When you run Otto auto-mode or AI Dictation, the system loads up to 100 of your phrases (personal → firm → industry presets) and passes them to the AI as style context before any content is generated. The instruction the AI works to is specific: use an exact phrase if it fits the observation perfectly, otherwise adapt the tone and vocabulary to write original content. Codes you dictated are a separate, stricter path — they are preserved through generation and replaced with your approved wording word-for-word afterwards, so coded phrases are never reworded.
How is the standard phrases library different from the style profile tool?
Standard phrases are discrete, reusable text snippets you insert manually or reference by code. The style profile tool builds a broader voice fingerprint from your training documents — covering vocabulary preferences, sentence structure and depth of commentary. Both feed into Otto auto-mode independently; together they give the AI the most complete picture of your writing style.
Can I access or insert standard phrases on a mobile device at the inspection?
The phrases library manager and bulk import field are both accessible from a mobile browser. However, the primary use of standard phrases during an active inspection is through dictation shortcodes — you say "use SP29" while dictating notes on site, and the system substitutes the full phrase text when the report is processed back in the office. This means your preferred phrasing makes it into the report even if you never open a laptop at the property.
Do my phrase codes have to start with "SP"?
No. During routing, the resolver loads every phrase code stored for you and your firm and matches whatever scheme you use — SP18, DG32, L-04, ABC1 — with no hardcoded prefix. Matching is space-insensitive ("DG 32" and "DG32" both resolve) and longer codes are matched before shorter ones, so SP110 never gets misread as SP11 with a stray zero.
Compliance & professional risk
What RICS sections can phrases be tagged to?
Every RICS Home Survey section code is supported: B, C, D1–D9, E1–E9, F1–F7, G1–G3, H1–H3, I1–I4, plus level-specific codes. Level 2 adds J (declaration), K (what to do now), L (service description). Level 3 adds J1–J5 (energy matters), short-form and long-form remedial costs sections, L (declaration), M and N (what to do now, service description). Phrases without a section code appear under All Sections and are accessible everywhere in the editor. Tag a phrase to a single letter — D, E, F — and it surfaces for every subsection of that element.
How does a consistent phrase library help with professional indemnity risk?
Post-survey queries and PI disputes often hinge on precise wording. When surveyors at the same firm describe identical defects differently — one writes "urgent attention required", another "further investigation recommended" — clients and solicitors can interpret these as different professional opinions even when the condition rating is the same. Firm-tier standard phrases ensure the practice uses approved, consistent wording for section H legal matters and section I risk notices, reducing ambiguity without suppressing individual professional judgement on condition ratings and descriptive commentary.
What is a standard phrase library in property surveying?
A standard phrase library is a curated set of reusable text observations that a surveyor saves once and inserts with a click when writing inspection reports. Instead of retyping the same wording for common defects — slipped slates, EICR recommendations, Artex risk notices — the surveyor pulls the pre-approved phrase into the relevant RICS section. Phrases are organised by RICS section code (D1–D9 external, E1–E9 internal, F1–F7 services, H1–H3 legal, I1–I4 risks) so only the phrases relevant to the element currently being written appear in the editor panel. A three-tier structure — personal, firm and industry preset — lets each surveyor keep their own language while the practice maintains consistent wording for legal and risk sections.
Can standard phrases help demonstrate RICS compliance in reports?
Standard phrases support RICS compliance by ensuring the language used for legal matters (Section H), risk notices (Section I) and standard caveats is reviewed and approved centrally by a principal before it appears in reports. The RICS Home Survey Standard requires surveyors to comment on specific elements in a defined structure; having pre-approved phrases tagged to each RICS section code means required commentary is less likely to be omitted or worded inconsistently. For professional indemnity purposes, the ability to demonstrate that wording was drawn from a firm-approved library — rather than drafted ad hoc — provides a clear reference point if a post-survey query arises.
Can I use standard phrases alongside the RICS Standards Check tool?
Yes, and the two tools complement each other directly. Standard phrases ensure that recurring boilerplate, legal matter wording (Section H) and risk notices (Section I) are consistent and pre-approved before they enter any report. The RICS Standards Check then scans the completed report draft for any structural or content requirements from the RICS Home Survey Standard that have not yet been addressed — for example, a required section left empty or a condition rating not applied. Using both together means the language is consistent and the report structure is complete before the PDF is generated.
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Explore the rest of the surveyor toolkit
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AI Dictation
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Image AI
Auto-categorise survey photos
Upload up to 200 photos; vision AI tags each to the right RICS element, rates condition, extracts defects and picks the best 35 for the report.
Style Profile
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Teach the AI to write like your firm — upload past reports, the AI extracts a 25-dimension writing fingerprint and applies it to every future auto-mode report.
Property Viewer
Pre-survey property intelligence
Look up any UK property and instantly see EPC, energy renovation costs, broadband coverage, environmental risks (flood, radon, mining, landfill), invasive plants, sales history and listing status — all in one dashboard.
Property Data Drawer
EPC + risks + comps in one panel
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RICS Standards Check
Home Survey Standard compliance pass
One-click AI compliance pass against the RICS Home Survey Standard — flags missing content, weak ratings and structural gaps before you sign the report.
Home Payments
Paid faster, no invoicing
Home Payments mission control — customers pay at booking through a Stripe-verified checkout, payouts land on a schedule you can see, payment links cover your private work, and there is no invoice chasing ever again.
Bookings CRM
Every job, one pipeline
The surveyor CRM built into the platform — Homemove jobs land pre-paid with customer and property attached, enquiries convert to bookings, and the whole pipeline runs from one screen.
Calendars & Requests
A diary that fills itself
Per-surveyor diaries with live availability — keep your dates current and we book real jobs straight in, with inbound availability requests answered in a tap.
The firm inbox that knows the job
A full mail client scoped to your firm — @home.uk purpose mailboxes and per-user addresses, with every thread landing against the booking it belongs to.
Documents & e-sign
Signed before you set foot on site
Terms of engagement sent with the booking, tracked from sent to signed, chased automatically and stored against the job — no more chasing clients to sign.
Telephony
The firm number that never misses a job
A phone system built into the platform — take calls in the browser, forward to mobiles, ring the whole team at once, and keep a shared call log with optional recording.
Customer portal
Your client, never in the dark
A white-label portal under your firm's branding and domain — booking status, reminders and secure report delivery, so customers stop asking where things are.
Website builder
Built by asking, not designing
A firm website built and edited by talking to Inigo — brand and theme sync, a real section library, custom domains via CNAME, and enquiries that land in your pipeline.
Campaigns
Win the next job from the last one
Firm email campaigns with per-recipient tracking — sends, opens, clicks and read time — built on consented lists with one-click unsubscribe handled for you.
Reviews & badges
Proof that wins the next booking
Reviews earned on real completed jobs — scored by the homemover, shown on your directory profile — plus embeddable trust badges that carry the proof to your own website.
Performance
See the pipeline, beat the clock
Firm analytics without the spreadsheets — pipeline conversion, team performance and your own turnaround speed, the fourth lever of your rate.
Inigo
The AI assistant for surveyors
Ask in chat, dictate by voice, or click any element for contextual help — grounded answers on valuations, sales history and market data, inside the platform.
AI Training
Teach it your standard
Upload past reports and press Train — the AI learns your firm's defect language, ratings philosophy and phrasing, and Otto writes with it on every job.
Environmental Report
Every risk, one report
A one-click environmental risk report for any property — flood, ground stability, environmental factors and planning constraints, delivered as a PDF.
Free directory listing. Pay-as-you-go toolkit.
Every RICS-regulated surveying firm gets a verified profile, direct bookings from home.co.uk consumers and the surveyor toolkit included with the account. No subscription. No pay-per-lead. No commission on the job. Pay only when you use the premium AI tools.
2 minute setup · Verified against the RICS register · Trusted UK property platform since 1995