AI report drafting
The report is drafted before you sit down
Each report is written from that job’s own emails, form answers and site photos, in your team’s voice and on your own template. You edit a report instead of starting one.
- Site photos placed alongside the writing
- Your template and your wording, as a Word document or a web report
- Runs in the background while you get on with the next job
Kestrel Cold Storage
No report yet.
Select the submission, then press Generate.
Sample job. Select the submission, switch between Web and Doc, then press Generate.
AI document review
Nothing goes out until it has been checked against your standards
You write the review framework: the checklist a report must satisfy, and the prose standards you would mark a junior against. Link it to a report template and every report from that template is reviewed as it is generated, against your framework and against what was recorded on site.
- Findings graded major, minor or info, quoting the sentence at fault
- Accept or dismiss each one; the decision is kept with the report
- Grounded in your own standards, not a generic idea of a good report
- Reviews outside documents too: upload a PDF, Word, HTML or text file
Dunmore Timber Yard
Sample report. Accept or dismiss each finding, then undo it if you change your mind.
Delivery
Send a Word document, a PDF, or a page of its own
The same report goes out as an editable Word document, a print-ready PDF, or an interactive web report on your branding. You decide who can open it and for how long, and you can see when they did.
- Password-protected links that expire when you say
- See who opened it and when, and revoke a link the moment you need to
- Lay the web report out yourself in the visual editor, once, and every job fills it in
Kestrel Cold Storage
Sample report. Open Client link to change the expiry or revoke it.
AI scheduling & dispatch
Plan the week in one click
Jobs waiting for a date become a workable calendar. Every proposal is yours to accept or dismiss, and each inspector gets a route and a plain-English run sheet for the day.
- Proposals you accept or dismiss, one by one
- A route per inspector per day, ready to open in Maps
- Tells you what it could not place, and why
AI Schedule Planner
Planning Jobs
6 jobs to schedule
Existing Events
0 events in view
No events in this date range.
Show on calendar
Sample jobs. Accept or dismiss a proposal, then open the Map or the Run sheet.
Field capture
Works where the signal doesn’t
Forms, photos and voice on the iPad, fully offline. Talk through what you see and the assistant proposes the answers, with the words it heard beside each one.
- Everything is saved on the device and syncs when you are back in range
- Confident answers fill themselves in; the rest wait for your tap
- An answer you already gave is never overwritten without asking
- Recording asks for consent before it starts
Priya Nair, on siteSprinklers cover the main warehouse only, nothing in the freezer hall. Extinguishers are all tagged and in date. Housekeeping’s fair. There are pallets stacked against the switchboard in bay three.
Sample form. Settle the two suggestions, or bin the recording and record again.
API & MCP
Let your own AI work inside SurveyThanks
SurveyThanks ships as an MCP server as well as an app. Connect Claude — or whatever assistant your team already uses — and it can read your jobs, schedule, forms and reports, and get real work done, in conversation.
Point your assistant at your workspace
Add our MCP server to Claude — or any MCP-capable client — and sign in with your normal account. It discovers what it can do on its own; there are no keys to paste and nothing to build.
Ask in plain English
“What’s scheduled next week?”, “Open a job for the Wallaby Way inspection”, “Which reports are still awaiting review?” The assistant picks the right calls and does the work in your workspace.
Or wire it up yourself
The same operations are a plain REST API, for your own code and the systems you already run.
Your rules still apply
An assistant is just another signed-in user. It only ever sees the workspace you signed it into, and a read-only role stays read-only no matter what it is asked to do — the same permission checks the app itself runs.
Your AI assistant
Connected to SurveyThanksBook Tuesday’s roof inspection in and tell me who’s free.
Calling your workspace
- working_hours_get
- jobs_create
- events_create
Job created and scheduled 9:00–11:30 Tuesday. Priya is the only inspector free that morning, so it is assigned to her.
Ask it something
Sample conversation. Nothing here is sent anywhere.
For assistants
One MCP endpoint. Your client signs in to your workspace the same way you do.
For your own code
A REST API over the same operations, authenticated with a workspace key you generate.
Jobs, schedule, forms, reports, clients & invoicesIncluded from Pro
One platform, not ten tabs
The rest of the job is in here too
Stop stitching together spreadsheets, photo folders and document templates. SurveyThanks runs the whole field-service workflow, from first email to final invoice.
An inbox that starts jobs
Enquiries land in a shared inbox, and AI fills in the job from the email and its attachments.
Job pipeline
Kanban or list, with owners, statuses and saved views.
Forms you author
Build the forms your discipline needs. They are yours, not ours.
Knowledge spaces
Upload your standards and templates, and reports are written with them to hand.
Invoicing with Xero
Create invoices straight from jobs. Payment status comes back.
Offline unlock
Face ID or fingerprint opens the app in the field, with no signal.
White-label for partners
Your logo, colours, domain and partner-branded email.
Billing built in
Stripe billing for partners, alongside the Xero sync.
Transparent usage
Usage is metered in the open, and nobody is ever cut off mid-job.
Built for your discipline
Ten disciplines where the report is the product
The forms are authored by you, not by us — so the list below is where we have written the argument down, not the limit of what fits.
Encrypted in transit and at rest
TLS 1.2+ on every request, encrypted database storage, and uploads held in private per-workspace buckets.
Impersonation is on the record
Every support session and account-access change is logged with before/after snapshots, so you can always see who acted on your account.
Tenant isolation
Strict per-merchant scoping across data, storage and sync, with role-based access control.
Survey. Report. Done.
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