Surveyor Pro
Powerful retrofit planning software
Generate optimised home retrofit plans
Reduce effort and improve the quality of your Whole House Plans with our powerful retrofit planning software.
Transform your process, passing data from the PAS Hub to Surveyor Pro, where you can generate plans that meet PAS2035 compliance standards and your end customers' needs.
The software allows for precise heat pump sizing and offers a wide range of customizable energy efficiency measures.
By automating key processes, Surveyor Pro saves time, reduces errors, and our consumer-friendly template offers homeowners clear, actionable reports.
Automated plans
Automates plan creation with extensive data options, allowing coordinators to test more combinations for better, faster results.
PAS2035 compliant
Fully compliant with PAS2035 for seamless energy performance analysis and reporting.
Flexible formats
Use our default spreadsheet or upgrade to output to a consumer-friendly whole house plan, which you can brand and adapt to align with your retrofit service offer.
Automated plans
Automates plan creation with extensive data options, allowing coordinators to test more combinations for better, faster results.
PAS2035 compliant
Fully compliant with PAS2035 for seamless energy performance analysis and reporting.
Flexible formats
Use our default spreadsheet or upgrade to output to a consumer-friendly whole house plan, which you can brand and adapt to align with your retrofit service offer.
Multiple metrics
Every home is unique, as are their owners. Surveyor Pro allows you to work across the key metrics and test thousands of options to build packages that meet your customers' needs.
Tailored plans
Attention to detail is our superpower. This software shares that with Retrofit Coordinators so plans can consider more options and provide better insight to homeowners and landlords.
Data import and integration
Upload survey data or pull through from PAS Hub or Portfolio, ensuring a smooth and efficient workflow from start to finish.
Comprehensive measure library
Access over 2000+ measures, along with the latest market data on their pricing and performance to improve the optimisation of plans against budget.
Automatic heat pump sizing
Heat pump size is automatically calculated based on the property’s heat demand, to avoid expensive oversizing the heating system.
Export to branded templates
Save time and support your customers by exporting data to our consumer-friendly templates, complete with charts, tables, and customizable text.
Data import and integration
Upload survey data or pull through from PAS Hub or Portfolio, ensuring a smooth and efficient workflow from start to finish.
Comprehensive measure library
Access over 2000+ measures, along with the latest market data on their pricing and performance to improve the optimisation of plans against budget.
Automatic heat pump sizing
Heat pump size is automatically calculated based on the property’s heat demand, to avoid expensive oversizing the heating system.
Export to branded templates
Save time and support your customers by exporting data to our consumer-friendly templates, complete with charts, tables, and customizable text.
FAQ
What is Cotality Surveyor Pro and how does it speed up my work?
Does Surveyor Pro ensure compliance with PAS 2035 standards?
How does the software help me build better plans?
Can Surveyor Pro simplify the complex process of heat pump sizing
What kind of reports can I generate for homeowners and clients?
I have existing survey data. Can I use it in Surveyor Pro?
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
