You may have some queries about the PocketSurvey Surveying Apps before, during or after your trial. You can always contact us to get answers, but you may find it helpful to browse the FAQs below.
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Yes. Your surveying reports are branded with your company logo, trade logo strip, and your company details, ready to send on to your clients in record time.
You can also have a trade logo strip on the front page, which could include your UKAS registration details.
No. there are no watermarks on the surveying management reports, even during your trial period. So you can send completed professional reports to your clients even during your evaluation.
Certainly! All the PocketSurvey apps are customisable with the App Design Features built into the software. These great features mean you can make the app your own without incurring any extra setup costs.
Yes. The app IS an surveying database AND an surveying survey tool. You only have one piece of software to learn, since the interface the same on all all types of devices.
Furthermore, you can export your surveying data to external CSV files to serve as an external surveying register. If you need to, the surveying register can easily be uploaded to other surveying management systems.
When you want to insert a floorplan into the PocketSurvey app you must use a size that's appropriate to fit the width of an A4 document.
In other words, you cannot use a large floorplan image that was designed for CAD A1 size paper! If you do, the image will be scaled down and become poor quality.
You should scale the image in your CAD or floorplan software before exporting the image to PNG.
As a guide, you would need to use a chunky image similar to that and estate agent would use on their house brochure.
Apple's built-in PDF viewer (Preview) can struggle with some formatting used in PocketSurvey reports. This is because macOS Preview and Safari use a lightweight rendering engine that doesn't fully support advanced layout features such as custom fonts or styled tables.
To avoid display issues, we recommend installing Adobe Acrobat Reader and setting it as your default PDF viewer on your Mac. Acrobat provides full compatibility ensuring your PocketSurvey PDFs display correctly.
For the best experience when downloading and opening PDFs, use Google Chrome as your browser. It works well with PocketSurvey and integrates seamlessly with Acrobat Reader.
Here's a helpful YouTube tutorial showing how to set Adobe Acrobat Reader (or another app) as the default PDF viewer on a Mac.
Yes, you can filter the records shown in the app to view only those database records allocated to you as an inspector. To do this, follow the steps below.
Contact us if you need to force a user to have access only to their own records, without giving them a choice.
You can configure your app by modifying or adding to various menu options, such as MENUS or INSPECTION OPTIONS.
Yes, you get unlimited reports within each app. However, each app is priced separately—you do not get unlimited access to all apps with a single subscription. You will need to purchase a subscription for each app you wish to use.
However, you receive discounts when you subscribe to more apps or have more users.
If you can't see your PocketSurvey App when you first login (via AppSheet) it means you have logged with the wrong email address. You must login in with the email that you registered with us.
To fix this, tap the three-bar menu at the top left of the PocketSurvey app to open the side pane, then check the email displayed at the bottom. If this email differs from the one you used to sign up for PocketSurvey, sign out and log in again using the correct account.
For example, if you registered with a Gmail account, select the Google icon to sign in, or if you used a Microsoft 365 account, choose the Microsoft icon. If you are using your iCloud email to login take note of the section below.
On iOS Apple devices (iPad/iPhone) you may be using Apple alias emails without knowing it (very annoying we know!). On first login do NOT choose HIDE MY EMAIL but choose SHARE MY EMAIL!
However, if you have used HIDE MY EMAIL, Apple will force you to use an email alias as login and will prevent PocketSurvey from recognising your account.
To fix this do the following.
Then log in again to AppSheet using the correct email address.
Yes. However, the PocketSurvey apps work best with an internet connection to ensure smooth syncing and reliable data protection.
If you're using a tablet, we recommend tethering it to your phone's 4G data connection for a better field experience. Phones also tend to be faster than tablets and typically have better cameras.
The app will still function offline, but to avoid the risk of data loss, we recommend not allowing unsynced data to build up for more than an hour if possible.
Here are some quick tips to reduce the risk of losing data while working offline on iPhones or iPads:
If your app works correctly whilst offline but crashes after approximately 30 seconds when you have an internet connection, it is likely due to a conflict with the iOS "Watchdog" Timer.
When your device is online, it immediately attempts to synchronise your local work with the cloud. If the network is slow or the data volume is large, the app may "hang" whilst trying to finish this task. To keep your phone responsive, Apple’s operating system automatically shuts down any app that stays in this state for 30 seconds.
Immediate Fix: The "Offline Entry" Method
If you need to access the app immediately without it crashing, follow the steps below:
To add your company logo to your PocketSurvey inspection reports, follow the steps below:
When you re-generate your reports, your logo will appear on the front page.
All PocketSurvey apps are fully set up for each user — you don't need to search for anything yourself.
If you've been invited to use one of our apps, just email our support team through the website and we'll send you a personalised link to access the app directly on your chosen device.
The PocketSurvey surveying apps can be opened in a web browser or on any device such as an iPad, iPhone, Android phone, or tablet.
To add another user licence to your PocketSurvey app, simply email us the new user's full name and the email address they will use to log in.
We'll then send them access instructions so they can start using the app straight away.
The new user licence will also be added to your invoice automatically.
Yes. However, the PocketSurvey apps work best with an internet connection to ensure smooth syncing and reliable data protection.
If you're using a tablet, we recommend tethering it to your phone's 4G connection for a better field experience. Phones also tend to be faster and have better cameras.
The app will still function offline, but we advise not allowing unsynced data to build up for more than an hour. On Apple devices, syncing should be done more frequently.
Yes, you can bulk upload a schedule (e.g., via CSV) so that form fields are pre-populated with details such as fire rating and more.
However, the data must conform to our upload format.
No, there are no separate forms. Our system is built to meet industry standards without affiliation to specific accreditation schemes.
However, our Door Specifications feature allows you to customise data entry to include specific fields, such as maintenance visit dates (e.g., for BM TRADA compliance).
Yes, you can search and filter views using most fields in the database, including floor, plot, and block attributes.
A single project should be able to handle that volume. However, performance depends on the number of photos taken per door.
We can segment the data and apply user filters or reporting layers to optimise app performance and load speed.
Photos are taken per door, with up to eight photos supported. At the building level, you can upload unlimited photos and floor plans.
Reports are available as PDF documents or CSV exports for raw data. The file size depends on the number of doors and photos included.
The maximum supported PDF size is 5GB.
You can upload previously created floor plans as PNG or JPG files if needed, but using floor plans is entirely optional.
Most users prefer to work directly from structured schedules with location data, especially since many projects do not have floor plans readily available.
If you've logged in but can't see the app, it's usually because you're viewing the wrong tab in AppSheet. You must select the Shared with me tab to see the apps we've given you access to - you're probably selecting the Owned by me by mistake.
Alternatively, you may have logged in with the wrong email address. To check, open the menu at the top left of the AppSheet interface and look at the email shown at the bottom of the panel.
If the email address doesn't match the one we provided in your access instructions, please log out and sign in again using the correct email.
You can change the company fields that appear on your reports at any time by going to MAIN MENU > APP SETUP > APP OPTIONS > REPORT OPTIONS within the app and editing the option you want to change.
This will allow you to make such adjustments to your reports yourself whenever needed.
We recommend using an Android phone or Android tablet with a SIM card, or one that is tethered to your mobile phone for internet access.
iPhones and iPads can also be used, but they do not perform as well as Android devices when working offline.
The best Android devices to use are powerful models such as a recent Samsung Galaxy S Series, Samsung Galaxy Tab S Series, or a Google Pixel.
We don’t control your passwords. Your Microsoft, Outlook, or Google/Gmail login is managed by you or your organisation.
If you’ve forgotten your password, please contact your IT department or use the standard reset process provided by your email provider.
For Microsoft accounts, visit account.live.com/password/reset
For Google accounts, visit accounts.google.com/signin/recovery
You can edit the phrases in the INTRODUCTION section of your report by using the APP SETUP feature of PocketSurvey.
You can edit the phrases in the DISCLAIMER section of your report by using the APP SETUP feature of PocketSurvey.
If your PocketSurvey PDF doesn't display properly on your Mac, follow these steps to make Adobe Acrobat Reader your default PDF viewer:
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