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Templates / Architects and surveyors

Project briefs, planning papers and site access, from one link.

A job waits on the ownership papers, the old drawings and a day when someone can let the surveyor in. Docsroom gives each person their own link and reminds whoever has not sent theirs.

8 templates79 requestsWritten for architects and surveyors

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Eight templates for architects and surveyors

Open a template to see every request in the order it is asked, and watch it written in and answered.

New project starter checklistfor new customers · once you have asked us to quote11 requests11 requests
New project starter checklistAndrew Holroyd · 27 Larch Avenue9 of 11 back
  • About you
  • FormYour details6 questionsAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 2 daysComplete
  • DecisionBest way to reach youphone, email or WhatsAppAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 3 daysComplete
  • QuestionWho else decidesnames and rolesAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 4 daysReady to check
  • The property
  • UploadProof of ownershiptitle register or deedsAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 3 days2 files sent
  • QuestionFreehold or leaseholdand the freeholder’s nameAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 3 daysComplete
  • QuestionListed or conservation areayes, no or not sureAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 3 daysAwaiting reply
  • UploadPhotos of the propertya few will doAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 4 daysReminder sent
  • UploadExisting drawingsany you already haveAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 4 daysComplete
  • UploadEarlier surveysany reports you holdAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 4 days1 file sent
  • Working together
  • ApprovalFee proposalread and approveAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 5 daysReady to check
  • ApprovalTerms of appointmentread and approveAssigned to AHAndrew Holroyd, homeownerFrom Nicolain 5 daysComplete
Staff starter checklistfor new technical staff · before their first day12 requests12 requests
Staff starter checklistTom Ridley · building surveyor9 of 12 back
  • Checks before you start
  • QuestionRight to work share codenine charactersAssigned to TRTom Ridley, building surveyorFrom Nicolain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to TRTom Ridley, building surveyorFrom Nicolain 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to TRTom Ridley, building surveyorFrom Nicolain 4 days1 file sent
  • TableTwo refereesnames and numbersAssigned to TRTom Ridley, building surveyorFrom Nicolain 5 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to TRTom Ridley, building surveyorFrom Nicolain 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to TRTom Ridley, building surveyorFrom Nicolain 5 daysAwaiting reply
  • ApprovalConfidentiality termsread and approveAssigned to TRTom Ridley, building surveyorFrom Nicolain 6 daysReminder sent
  • Professional standing
  • UploadRegistration and membershipARB, RIBA, RICS or CIATAssigned to TRTom Ridley, building surveyorFrom Nicolain 6 daysComplete
  • UploadCPD recordlast twelve monthsAssigned to TRTom Ridley, building surveyorFrom Nicolain 7 days1 file sent
  • UploadDegree or diplomacertificateAssigned to TRTom Ridley, building surveyorFrom Nicolain 7 days2 files sent
  • On site
  • UploadSite safety cardCSCS or similarAssigned to TRTom Ridley, building surveyorFrom Nicolain 6 daysComplete
  • ApprovalLone working policyread and approveAssigned to TRTom Ridley, building surveyorFrom Nicolain 6 daysAwaiting reply
Project brief packfor owners with a project · before our first meeting9 requests9 requests
Project brief packFiona Greaves · kitchen extension7 of 9 back
  • What you want
  • FormAbout the project8 questionsAssigned to FGFiona Greaves, homeownerFrom Nicolain 2 daysComplete
  • QuestionYour wish listin your own wordsAssigned to FGFiona Greaves, homeownerFrom Nicolain 3 daysComplete
  • QuestionMust haves and dislikesone line eachAssigned to FGFiona Greaves, homeownerFrom Nicolain 3 daysReady to check
  • UploadPictures you likephotos or screenshotsAssigned to FGFiona Greaves, homeownerFrom Nicolain 4 days2 files sent
  • Money and time
  • DecisionBudget rangepick the closestAssigned to FGFiona Greaves, homeownerFrom Nicolain 4 daysComplete
  • DecisionWhen you want to starta rough monthAssigned to FGFiona Greaves, homeownerFrom Nicolain 5 daysAwaiting reply
  • Living with the works
  • DecisionStaying at homestay or move outAssigned to FGFiona Greaves, homeownerFrom Nicolain 5 daysReminder sent
  • QuestionAccessibility needsnow or in futureAssigned to FGFiona Greaves, homeownerFrom Nicolain 5 daysComplete
  • Confirm the brief
  • ApprovalOur summary of your briefread and approveAssigned to FGFiona Greaves, homeownerFrom Nicolain 7 daysReady to check
Planning application packfor owners applying for planning · before we submit the application11 requests11 requests
Planning application packAmir Rahman · 5 Willow Court9 of 11 back
  • Ownership
  • FormOwnership certificate5 questionsAssigned to ARAmir Rahman, homeownerFrom Nicolain 3 daysComplete
  • UploadTitle planwith the boundary markedAssigned to ARAmir Rahman, homeownerFrom Nicolain 3 daysComplete
  • The site today
  • UploadPhotos of the sitefront, back and sidesAssigned to ARAmir Rahman, homeownerFrom Nicolain 4 days1 file sent
  • QuestionTrees on or near the siteany protection orderAssigned to ARAmir Rahman, homeownerFrom Nicolain 4 daysReady to check
  • QuestionParking spacesnow and afterAssigned to ARAmir Rahman, homeownerFrom Nicolain 5 daysComplete
  • UploadPlanning history papersold decision noticesAssigned to ARAmir Rahman, homeownerFrom Nicolain 4 daysAwaiting reply
  • QuestionDrainage and sewagemains, tank or soakawayAssigned to ARAmir Rahman, homeownerFrom Nicolain 5 daysReminder sent
  • TableNeighbours either sidenames and addressesAssigned to ARAmir Rahman, homeownerFrom Nicolain 4 daysComplete
  • Your application
  • FormMaterials and finishes6 questionsAssigned to ARAmir Rahman, homeownerFrom Nicolain 5 daysReady to check
  • ApprovalConfirm us as your agentread and approveAssigned to ARAmir Rahman, homeownerFrom Nicolain 5 daysReady to check
  • ApprovalApplication and drawingsread and approveAssigned to ARAmir Rahman, homeownerFrom Nicolain 7 daysComplete
Site visit and access packfor owners and occupiers · before we visit the property9 requests9 requests
Site visit and access packHelen Wilkes · survey of 3 Mill Road7 of 9 back
  • Getting in
  • DecisionVisit slotmorning or afternoonAssigned to HWHelen Wilkes, ownerFrom Nicolain 2 daysComplete
  • QuestionWho lets us inname and numberAssigned to HWHelen Wilkes, ownerFrom Nicolain 2 daysComplete
  • QuestionParking and accessdrive, road or permitAssigned to HWHelen Wilkes, ownerFrom Nicolain 3 daysReady to check
  • About the building
  • UploadAsbestos surveyif built before 2000Assigned to HWHelen Wilkes, ownerFrom Nicolain 4 days2 files sent
  • QuestionLoft and cellar accesscan we get inAssigned to HWHelen Wilkes, ownerFrom Nicolain 3 daysComplete
  • QuestionKnown problemsdamp, cracks, leaksAssigned to HWHelen Wilkes, ownerFrom Nicolain 3 daysAwaiting reply
  • QuestionRecent building workwhat and whenAssigned to HWHelen Wilkes, ownerFrom Nicolain 4 daysReminder sent
  • Safety on the day
  • QuestionPets and childrenat home during the visitAssigned to HWHelen Wilkes, ownerFrom Nicolain 3 daysComplete
  • ApprovalSite access termsread and approveAssigned to HWHelen Wilkes, ownerFrom Nicolain 4 daysReady to check
Consultant appointment packfor engineers and specialists · before we appoint them9 requests9 requests
Consultant appointment packRob Tilley · structural engineer7 of 9 back
  • Their firm
  • FormFirm details6 questionsAssigned to RTRob Tilley, engineerFrom Nicolain 3 daysComplete
  • UploadProfessional indemnitycurrent certificateAssigned to RTRob Tilley, engineerFrom Nicolain 4 daysComplete
  • UploadProfessional membershipIStructE, ICE or RICSAssigned to RTRob Tilley, engineerFrom Nicolain 5 days1 file sent
  • The work
  • UploadFee proposalwith what is includedAssigned to RTRob Tilley, engineerFrom Nicolain 4 days2 files sent
  • QuestionProgrammeweeks to each stageAssigned to RTRob Tilley, engineerFrom Nicolain 5 daysComplete
  • QuestionWho does the worknames and rolesAssigned to RTRob Tilley, engineerFrom Nicolain 4 daysAwaiting reply
  • Appointment
  • ApprovalScope of servicesread and approveAssigned to RTRob Tilley, engineerFrom Nicolain 6 daysReminder sent
  • ApprovalAppointment termsread and approveAssigned to RTRob Tilley, engineerFrom Nicolain 7 daysComplete
  • UploadHealth and safety policyif you have oneAssigned to RTRob Tilley, engineerFrom Nicolain 6 days1 file sent
Contractor tender packfor builders pricing the job · when we invite them to tender10 requests10 requests
Contractor tender packDai Pugh · 27 Larch Avenue tender8 of 10 back
  • Their firm
  • FormCompany details6 questionsAssigned to DPDai Pugh, contracts managerFrom Nicolain 3 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to DPDai Pugh, contracts managerFrom Nicolain 4 daysComplete
  • UploadEmployer’s liabilitycurrent certificateAssigned to DPDai Pugh, contracts managerFrom Nicolain 4 days1 file sent
  • UploadHealth and safety policycurrent copyAssigned to DPDai Pugh, contracts managerFrom Nicolain 5 days2 files sent
  • Standing
  • UploadAccreditationCHAS or ConstructionlineAssigned to DPDai Pugh, contracts managerFrom Nicolain 5 daysComplete
  • TableTwo recent referencesjob, name and phoneAssigned to DPDai Pugh, contracts managerFrom Nicolain 6 daysAwaiting reply
  • UploadPhotos of similar workfinished projectsAssigned to DPDai Pugh, contracts managerFrom Nicolain 6 daysReminder sent
  • The tender
  • ApprovalTender conditionsread and approveAssigned to DPDai Pugh, contracts managerFrom Nicolain 5 daysComplete
  • UploadPriced tenderpriced scheduleAssigned to DPDai Pugh, contracts managerFrom Nicolain 10 days1 file sent
  • UploadProgrammestart and finishAssigned to DPDai Pugh, contracts managerFrom Nicolain 10 days2 files sent
Party wall packfor adjoining owners · within 14 days of the notice8 requests8 requests
Party wall packGillian Marsh · 29 Larch Avenue6 of 8 back
  • Your response
  • ApprovalParty wall noticeconfirm you received itAssigned to GMGillian Marsh, neighbourFrom Nicolain 3 daysComplete
  • DecisionResponse to the noticeconsent or dissentAssigned to GMGillian Marsh, neighbourFrom Nicolain 5 daysComplete
  • QuestionYour own surveyorname, if you have oneAssigned to GMGillian Marsh, neighbourFrom Nicolain 7 daysReady to check
  • Your property
  • FormAdjoining owner details5 questionsAssigned to GMGillian Marsh, neighbourFrom Nicolain 3 daysReady to check
  • UploadPhotos of your sidewalls near the worksAssigned to GMGillian Marsh, neighbourFrom Nicolain 6 daysComplete
  • ApprovalSchedule of conditionread and approveAssigned to GMGillian Marsh, neighbourFrom Nicolain 10 daysAwaiting reply
  • Access and concerns
  • DecisionAccess for our surveyorpick a dayAssigned to GMGillian Marsh, neighbourFrom Nicolain 8 daysReminder sent
  • QuestionYour concernsnoise, dust, damageAssigned to GMGillian Marsh, neighbourFrom Nicolain 8 daysComplete

Written for architects and surveyors. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

A link for every owner and consultant

Homeowners, neighbours, engineers and builders each open their own link on a phone, with no account and no password.

Drawings and certificates kept per job

Title plans, old drawings, insurance certificates and site photos arrive against the job, each with the day it came in.

Reminders while the programme waits

Docsroom chases whoever has not replied until each one is in, so a consultant or a neighbour does not hold up a submission.

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