Turn every site visit into a finished report.
SurveyThanks runs the whole job — capture, scheduling, knowledge and billing — and lets Claude draft the report from the job’s own emails, answers and findings. Built for inspection, risk and survey teams.
Month to month, from $49·Works offline in the field·Powered by Anthropic Claude
One platform, not ten tabs
The whole job, from first email to final invoice
Stop stitching together spreadsheets, photo folders and document templates. SurveyThanks runs the entire field-service workflow on one AI-native platform.
AI report drafting, grounded in the job
Claude reads each job’s emails, attachments and form answers — plus your own knowledge base — then drafts each section in your team’s writing style, with the site photos placed alongside. Export to Word or PDF.
Fire Safety Inspection — draft
7.2sOffline-first iPad capture
Smart forms, photos and the whole workspace on iPad — fully offline. 25+ data types sync the moment you’re back in range.
Voice-driven inspections
Talk through the job. Audio is transcribed and Claude proposes field answers with confidence scores you approve — with built-in consent capture.
Knowledge spaces that reason
Upload your standards and templates. AI retrieves the right clause and follows the higher-authority source when requirements conflict.
Inbox that builds jobs
Inbound enquiries are ingested, scanned and turned into structured jobs — attachments OCR’d and key details prefilled by AI.
White-label it for your partners
Run the whole platform under your own brand — custom logo, colours, domain and partner-branded email — with Stripe billing and Xero sync built in.
Job pipeline
Every job, every stage — on one board
A drag-and-drop pipeline from first enquiry to completed report. Filter, sort and save your own views, assign owners, and let the AI scheduler slot the week in a single click.
- Kanban or list, with saved views
- One-click AI scheduling
- Per-job owners and statuses
AI scheduling & dispatch
Plan the week with real drive times
Claude builds a feasible, non-overlapping calendar from real Google driving times, working hours and each job’s duration — then hands the crew a plain-English run sheet for the day.
- Route-optimised, travel-aware
- Respects assignees & availability
- Status or person calendar views
Live workspace
Your whole operation, synced from the field
Inbox, jobs, chat and finished reports in one live overview — powered by an offline-first engine that keeps 25+ data types in sync across the office and the iPad, with PIN unlock on trusted devices.
- Works fully offline, syncs on reconnect
- Inbound emails become structured jobs
- Secure PIN unlock in the field
Billing & accounting
Bill the job, synced to Xero
Turn completed jobs into invoices without re-keying. Xero stays the source of truth, with metered usage and overage caps so costs never run away from you.
- Create invoices straight from jobs
- Invoices out to Xero, payment status back
- Usage metering & spend caps
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, plus the prose standards you would mark a junior against. Link it to a report template and it runs itself every time that template renders.
- 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 library, not a generic idea of a good report
- Reviews outside documents too — upload a PDF, Word, HTML or text file
The check a document-AI tool cannot run
Other tools read the finished document. We also hold the structured submission it was generated from — so the review compares the two and catches “the report says sprinklers throughout, the form says warehouse only”, not just a missing heading.
Underwriting survey QC — 3 findings
on render- MajorProtection statements match the data
“Automatic sprinkler protection is installed throughout the site.”
Form records sprinkler coverage in the warehouse only.
- MinorEvery recommendation is actionable
“Housekeeping should be improved.”
No location, no responsible party, no due date.
- InfoNo unresolved placeholders
“Inspection attended by [NAME].”
Placeholder left in section 1.2.
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. Both share one definition, so the API, the docs and the tools your assistant sees can never drift apart.
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 — assigned to her.
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.
How it works
Three steps. No paperwork pile-up.
Capture on site
Your team fills smart forms, snaps photos and talks through findings on the iPad app — fully offline. It syncs the moment you’re back in range.
AI drafts the report
Claude reads the job’s emails, form answers and your knowledge base, then writes a structured, on-brand report in your team’s voice — with the site photos placed alongside.
Review, send & invoice
Your own review framework checks the draft against your standards and the captured data. Accept or dismiss each finding, deliver a polished Word or PDF, then raise the invoice — synced straight to Xero.
Minutes
to a first AI report draft
100%
offline-ready field capture
1 platform
from first email to paid invoice
Claude
drafting every report
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.
Start turning site visits into finished reports
Spin up a workspace in minutes. Bring your team, your forms and your brand.