Report drafting tool
Turn your site notes into a report draft
Your captured notes are drafted into the right sections in your practice’s own wording, with traffic-light Condition Ratings carried through from the survey.
Your notes become the first draft
Each note is routed to the section it belongs to and tidied to your house style. Review each suggestion beside your original note before adding it to the report.
Your wording, one keystroke away
Type / in any field to drop in your practice’s standard phrasing, with the blanks ready to fill.
Report templates, ready on day one
Choose a built-in template or create a report structure for your practice.
Peer sign-off
Route a draft to a colleague for review and sign-off before it goes anywhere near the client.
Report drafting tool
Bring your notes and standard wording together
Populating the report is where the evenings go, so everything here is built to fill it in faster. Review draft wording from your notes, choose your standard phrases, and work the whole thing from the keyboard.
Start from your site notes
Your site notes arrive as the first draft, in the sections they belong to. You start from a part-filled report, not a blank one.
Your standard phrases, one keystroke away
Press / to open the picker. Blanks arrive in [square brackets] with the first already selected — type over it, Tab to the next.
Work it from the keyboard
Tab or Enter to the next field, Alt+↑↓ between sections, Alt+1–9 straight to one. Press ? for the full list.
Rate it with one key
With a rating selected, press 1, 2 or 3. The cursor drops into the notes box ready to type, and the rating carries into the summary.
Damp staining was recorded to the plaster of the rear wall, approximately 0.5m above skirting height.
The adjacent raised border appears to bridge the damp-proof course./damp
Your standard phrases