Streamline your surveying business.
From enquiry to delivery.
One platform for the entire job. Cuts admin time in half.
Book a callBranded enquiry forms for your website
A seamless front door for your business that captures client details, property data, and target survey level instantly.
Full QMS built-in
MCS compliant, audit ready →Why choose Built Reports?
Here's how they're using Built Reports to transform their survey business.
Unlimited training
Get as much training as you need, whenever you need it. We'll make sure your whole team is confident using Built Reports.
Month-to-month pricing with no lock-in.
We earn your business every month by helping you grow.
Support 7 days a week
Reach us by phone or email - every day of the week. Quick responses to keep your jobs moving.
Works on any device - mobile, tablet, desktop
Access Built Reports from anywhere. Update jobs on-site from your phone, scan with LiDAR on your tablet, or manage everything from your office desktop.
“A brilliant innovation which saves us time and increases our conversion rate.”
Energy My Way
Trusted by 700+ UK installers
Here's how they're using Built Reports to transform their survey business.
Grow your business without the pain and hassle of manual processes
Imagine how much better life could be with instant estimates, pre-filled surveys, rapid designs, and automated paperwork—all wrapped together in a single platform that keeps your projects ticking like clockwork.
Enquiry & estimate tool
Cut out the tyre-kickers and respond to enquiries with instant, accurate cost estimates
No more wasted time
Immediately filter out homeowners who aren’t going to proceed so you can focus on the serious enquiries.
Win up to 50% more jobs
Attract more leads and win more jobs with faster replies and branded, consumer-friendly estimates.
Heat loss survey & design tool
Turn heat loss surveys into system designs and beautiful reports in less than 25 minutes
Covering new builds & retrofits
Fast & simple to do surveys straight off-floorplans or using LiDAR or a laser measure onsite.
Collaborate with subcontractors
Invite surveyors or designers at no extra cost and control which parts of the job they see.
Quote & proposal tool
Effortlessly close 25% more deals with pre-filled Proposals
Wow your customers
Professional, consumer-friendly proposals that can be sent the same day you do the survey.
Reports automatically included
Every report you need is auto-generated from the survey & design and included in the proposal.
Paperwork & Compliance tool
Save 8 hours per job with every document & application pre-filled and ready to go
Compliance made simple
Every single document or application automatically created for you without any copy-and-pasting.
Handover packs created for you
Everything is pre-filled into a branded handover pack, ready for you to review and send to the customer.
Quality Management System
Never stress over an audit again with our fully integrated MCS-compliant QMS system
Focus on your business
Your QMS updates automatically as you work. No spreadsheets or document management. Just do the job - compliance happens in the background.
Every requirement met
MCS-001, MCS-025, MIS-3005, RECC and HIES compliant. Documents, competencies, calibrations, non-conformities - everything your auditor needs.
Supporting the whole supply chain
Radically improving each stage of the installation journey for everyone involved
Built Reports is fully collaborative – allowing everyone in the supply chain to work together on jobs, transfer leads to installers, or manage umbrella schemes.
MCS umbrella schemes
Specific tooling to manage umbrella scheme jobs from beginning to end.
Suppliers & merchants
Your design team can collaborate with installers on designs and quotes.
survey manufacturers
Transfer leads to installers and help them designing and spec’ing your kit.
Why Built Reports?
The best tool for managing your survey business
There really isn't anything else like it – everything you need, all in one place, cutting the time you spend on each job in half.
Built for collaboration
Share, invite, transfer jobs with whoever else you work with.
Compliant with regulations
We’ve closely adhered to MCS and CIBSE guidelines throughout.
Integrate with your workflow
Connect to Payaca, Simpro, Pipedrive, Zoho and many more with Zapier.
Manufacturer data all pre-loaded
Ready to design and spec from day one — no manual data entry.
“Built Reports has transformed our pre-sales process… our conversion rates have increased and the team has more time for actual customers”
VitoEnergy
You’re in good company
Trusted by the UK’s leading survey installers.
Book a call →“I thought setting up a QMS would be a long process but I am very happy to be wrong!”
Revolution Heating
“Built Reports is essentially another employee in the background. It’s cut hours off each enquiry by taking out the guesswork; we can provide an estimate straight away rather than taking time to digest the data. All the MCS documentation is in one place so you’re fully compliant, right down to the handover pack.”
Delta T Heating
“We love the Estimate Tool. We used to spend ages doing budgetary quotes for customers. Built Reports has already helped us win jobs, and saved us a lot of time with time wasters. It was easy to implement and the support has been great.”
Eco Installer
“Built Reports has certainly been a success – it’s helping to improve our enquiry/win conversion rate and gets rid of the tyre-kickers. I find the heat loss calculations very useful.”
Village Heating Company
“We have loved using Built Reports. Its clear, professional look and functionality is well-designed for installers and customers. This is a real game-changer for the heating industry.”
Clean Heat Solutions
“We’ve found Built Reports very useful for our business. It’s easy to use, saves us lots of time and fuel not going out to site if the customer isn't that interested, and allows us keep good track of the pipeline.”
Ipsum Renewables
How much could you save?
Grow your business faster, with lower costs
Get in touch to find out how much Built Reports could save you. It’s probably far more than you’d expect!
Frequently asked questions
How quickly can we get started?
Most installers are up and running within a day. We’ll import your settings, manufacturer data and branding, then run unlimited training sessions so your whole team is confident from day one.
Are energy tariffs kept up to date?
Yes. Built Reports keeps energy tariff and running-cost data current automatically, so every estimate and proposal reflects accurate figures without any manual updates.
Who owns the customer data?
You do. Your customer data always belongs to you, and you can export it at any time.
How does Built Reports handle MCS compliance?
Built Reports includes a fully integrated MCS-compliant QMS. Documents, competencies, calibrations and non-conformities update automatically as you work — covering MCS-001, MCS-025, MIS-3005, RECC and HIES.
What training is provided?
Unlimited training, whenever you need it. We’ll make sure your whole team is confident using Built Reports, with support available 7 days a week.
How customisable is Built Reports?
Highly. Brand your enquiry forms, estimates and proposals, control what subcontractors see, and connect Built Reports to your existing workflow via Zapier and our integrations.