Pre-settlement inspection software
Capture pre-settlement inspections on an iPad that keeps working with no signal, then produce the settlement checklist report from your own Word template — with the prose drafted against your own standards library.
Built for conveyancers running teams of roughly 3–50 inspectors.
The loop you are running today
Pre-purchase inspection is the highest-volume report business there is, and the report has to land the same evening. Most inspectors are running a forms app for capture and Word for the write-up, with the standard’s required wording pasted in by hand each time — which is where the liability sits.
The tell is simple: you are running a forms app plus Word plus a spreadsheet plus email, and re-typing the same findings into all four to get one settlement checklist report out the door.
How the settlement checklist report gets built
Capture it once, offline
Your firm builds the pre-settlement inspection form in-app — 25 field types, nesting repeatable groups, compound AND/OR visibility rules, reusable modules and calculated fields. Field capture works with no signal: jobs, forms, photos, notes and audio all queue in an idempotent outbox that only clears once the server confirms receipt.
Link it to your rooms and external areas
Enter rooms and external areas once, as a register. Every one of your defects, photos and timber pest findings then points at a stored row rather than a name somebody typed — and the links survive a disconnected device.
Render your own template
The settlement checklist report renders into the Word template you already use — your letterhead, your section order, your clause library — with conditionals, loops over repeats, composable sub-templates and photo grids.
Drafted against your standards, not a generic model
You upload your own reference library — PDF, Word, Excel, CSV — and it is indexed for retrieval. A {{ai: …}} marker placed inside your Word template runs Claude at render time and drops the drafted prose into that exact spot, and {{ai:@space …}} narrows that one paragraph to one named tier of your library.
Where two sources conflict, the retrieved passages are labelled with their authority and the model is instructed to follow the higher one and state what it overrode. A document you mark superseded is excluded outright.
What a residential property firm typically loads
- AS 4349.1 — pre-purchase inspection of buildings
- AS 4349.3 and AS 3660.2 for timber pest work
- National Construction Code provisions you cite routinely
- Your own limitations, exclusions and scope-of-inspection wording
- Your professional indemnity insurer’s reporting requirements
The settlement checklist report gets reviewed before it leaves
You write the review framework: a checklist of what a settlement checklist report must contain, plus the prose standards you would mark a junior against. Link it to a report template and it runs on its own every time that template renders.
Each finding comes back with a severity — info, minor or major — the sentence at fault, and the evidence that contradicts it. A person accepts or dismisses every one, and that decision is kept against the report rather than lost in a reply-all.
The framework can also be grounded in a named tier of your standards library, so a finding can be raised against your methodology rather than against a general sense of what a good report looks like.
Checks a residential property framework usually carries
- The standard’s required wording, limitations and exclusions are all present
- Every area is either reported on or listed as not accessed, with a reason
- Each defect in the summary appears in the body at the same severity
- Timber pest findings carry the risk statement the standard requires
The check a document-AI tool cannot run
Every tool in this space reads the finished document. We also hold the structured submission the document was generated from, so the review is a comparison rather than a proofread: The summary says no major defects were found; the form carries a major structural defect on the rear wall.
That is a contradiction between the report and the field data — invisible to anything reading the settlement checklist report on its own, and the class of error that comes back from a client.
The same screen reviews documents produced anywhere else — a subcontractor’s report, a draft from your old system — uploaded as PDF, Word, HTML or text. On that path there is no submission to compare against, so it is your checklist and your standards only.
Enter your rooms and external areas once
Every field app can do repeating sections. Almost none can do links between repeating rows — many-to-many, with stable row identity, on a device with no signal.
One finding can span several areas and one area can carry a dozen findings, so the summary table and the body of the report are built from the same rows — and renaming "Bedroom 2" to "Front bedroom" updates both.
It is also what makes the work answerable afterwards. Once the relationships are stored rather than described in prose, a question across every job you have ever done is a query against a spreadsheet-style grid, not a re-read of forty settlement checklist reports.
What this is not
Worth knowing before you book a demo, so neither of us wastes the half hour.
- Not field-service dispatch. No timesheets, no parts, no inventory. Scheduling exists to get an inspector to a site.
- No signature capture. If your deliverable has to carry a signed sign-off on the artefact itself, this is not the tool yet.
- iOS only. There is no Android app.
- Field capture is what works offline — jobs, forms, photos, notes and audio. Reports, chat, scheduling and the inbox need a connection.
- No client portal. Reports go out as a file or a password-protected link.
Other residential property work we cover
- Pre-purchase building inspectionsBuilding inspection report
- Property photography ordersPhoto floorplan package
- Rental entry condition reportsEntry condition report
- Rental exit and bond inspectionsExit condition report
- Residential asbestos inspectionsAsbestos register
- Residential dilapidation surveysDilapidation report
- Retaining wall assessmentsWall condition report
- Routine rental inspectionsRoutine inspection report
Other disciplines
Rebuild your settlement checklist report in SurveyThanks
Bring the Word template you already send clients. If you are coming off another field-forms tool, a filled report can be uploaded, read field by field, and re-rendered into your template.