Organizing Surveys
Best practices for structuring surveys within your projects. Keep your documentation clean, consistent, and report-ready.
Last updated: April 18, 2026
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Organizing principles
One survey per site visit
The simplest approach. Every time you visit a job site, create a new survey with the date in the name.
Works best for: Recurring inspections, progress documentation, multi-visit projects.
Example:
- Site Visit - March 10, 2026
- Site Visit - March 17, 2026
- Site Visit - March 24, 2026
One survey per area
Split a large site into zones. Each zone gets its own survey and its own report.
Works best for: Large properties, multi-building complexes, projects where different areas need separate documentation.
Example:
- Building A - Exterior
- Building A - Interior First Floor
- Building A - Interior Second Floor
- Parking Structure
One survey per inspection type
Separate different types of work into their own surveys.
Works best for: Projects with multiple scopes, mixed-discipline inspections.
Example:
- Roof Inspection
- Foundation Assessment
- Electrical Walkthrough
- Plumbing Inspection
Hybrid approach
Combine strategies. Use dates and areas together for complex projects.
Example:
- March 10 - Roof Inspection
- March 10 - Exterior Walls
- March 17 - Roof Follow-Up
- March 17 - Interior Framing
Real-time statistics
Each survey shows live statistics:
- Photo count. How many photos are uploaded
- Report count. How many reports have been generated
Use photo counts to gauge completeness. If a survey has only 3 photos but you expected to document 20 items, you know there is more work to do.
Cover images
Each survey displays a cover image generated from its first photo. This helps you identify surveys visually in the project view, especially when you have many surveys with similar names.
Tips
- Plan your survey structure before going to the field. Knowing how you will organize photos saves time during upload.
- Keep surveys focused. A survey with 200 unrelated photos is harder to review than four surveys with 50 focused photos each.
- Match your client's expectations. If your client expects separate reports for each building, create separate surveys for each building.