Industry workflows
Real-estate collection spans research, service feedback, property operations, and lead intake. Separate sensitive tenancy or household data from general experience analysis and restrict access appropriately.
Teams in this field use structured collection for tenant and viewing feedback, site and facility assessment, housing needs. Each workflow should have a defined audience, decision owner, consent basis, and reporting plan before launch.
Use clear roles, version-safe instruments, mobile testing, documented sample limitations, and minimum-access data practices. Offline or location collection should be enabled only when the field plan requires it.
Recommended templates
Standardise observations and verification of the condition and compliance of this site.
Preview questionsHousing needs assessmentIdentify current conditions, priorities and gaps related to housing conditions and support needs.
Preview questionsLead qualification formCollect the essential background and requirements for a prospective customer's needs and readiness.
Preview questionsFrequently asked questions
Yes. Surveyor templates and question structures are starting points. You can edit wording, answer options, required fields, logic, branding, and collection settings before publishing.
Yes. Published Surveyor forms are designed for phones, tablets, and desktop browsers. Eligible plans also support offline queues for previously loaded surveys.