RICS-style home surveys · Basic plan
Home survey reports, RICS-style, from site to issued PDF
Write level 1, 2 and 3 home surveys from RICS-style templates with 1/2/3/NI ratings, lettered sections, photo markers and checks before issue. From £14.99.
What the report includes
A home survey is judged on two things: whether the ratings are right and whether the client can follow them. Report Kit 360 gives residential surveyors templates for levels 1, 2 and 3 that follow the familiar lettered structure and the 1, 2, 3 and NI condition ratings, written in our own wording and without any RICS material. You walk the property with your camera, drop the photos into the editor, draw a marker round each defect and rate it, and the template keeps the sections in order. Built-in checks will not let you issue a report with an unrated element or a condition rating 3 that has no photo and no action, and the client receives a numbered PDF through a link that tells you when it was opened.
- Cover and document control: Report title, property address, client, reference, inspection date and the issue table, filled from tokens.
- About the inspection and the property: Scope, level, weather and limitations, then the property description, construction and accommodation.
- Overall opinion and summary of ratings: The rating guide for 1, 2, 3 and NI, a rating summary that counts them automatically and, at level 2, the overall opinion fields.
- Outside (D1 to D9): Chimney stacks, roof coverings, rainwater goods, main walls, windows, external doors, conservatories, other joinery and other features, each with a rating and findings.
- Inside (E1 to E9): Roof structure, ceilings, walls and partitions, floors, fireplaces, built-in fittings, woodwork, bathroom fittings and other, each rated.
- Services (F1 to F7) and grounds (G1 to G3): Electricity, gas, water, heating, water heating, drainage and common services; garages, outbuildings and the grounds.
- Issues for legal advisers and risks (H and I): Regulation, guarantees and other matters for your client's conveyancer; risks to the building, grounds and people.
- What to do now and remedial outline: Locked safety wording, next steps and, at levels 2 and 3, the remedial outline and the repairs and cost table (static on Basic, formula totals on Pro).
- Photo pages and annotated findings: Numbered markers on each photo with rating, fault type, tags and a Defect / Risk / Recommendation note, cross-referenced to the section.
Template: RICS-style level 2 (Basic). Alternatives: RICS-style level 1 (Basic), RICS-style level 3 (Basic), Building survey (TDD) (Basic). Level 2 carries the level 1 structure plus remedial outline fields, an overall opinion and an optional valuation variant set by the include_valuation variable.
Why rics-style home surveys teams use Report Kit 360
Ratings that cannot be left blank
The template's checks require every element to carry a 1, 2, 3 or NI rating and every rating 3 to have a photo and an action before you can issue.
Locked wording where it matters
Safety and limitation text is boilerplate in the template, so it reads the same on every report. Your own observations go in the findings.
Photos that file themselves
Fault numbers run in report order and appear on the photo, in the table under it and in the index. Snippets hold your standard Defect / Risk / Recommendation stems.
A numbered, verifiable PDF
Issue freezes the report with its checksum. The client opens a share link in any browser, and you can see when they did.
How it works
Create the report from the level 2 template
Title, client, reference and date. The sections, rating scheme and checks are already there.
Upload the site photos
Create a photo page for each, ordered by filename or photo time, and mark up the defects with a rating and fault type.
Fill the sections and the overall opinion
Work through outside, inside, services and grounds. Insert snippets for limitations and standard advice.
Clear the checks and issue
The Checks panel lists what is missing. Issue the numbered PDF and send the share link.
See an example: Home survey, level 2
A finished report built from the RICS-style level 2 template (Basic). Scroll through it below, or download the issued PDF.
This is a fictional sample produced in Report Kit 360 to show the template. The property, people and findings are invented. Photographs are from Wikimedia Commons under licences that permit reuse; see the image credits.
RICS-style home surveys on Basic and Pro
Basic
£14.99 a month
The RICS-style level 2 template is included on Basic, with 10 new reports a month and your logo and accent colour on every page.
Pro
£49 a month
Everything in Basic with no monthly report limit, white-label branding, formula tables and the Pro templates.
Downgrades take effect at the end of the paid period and nothing is deleted.
Frequently asked questions
Is this an official RICS Home Survey template?
No. Report Kit 360 is not affiliated with, approved by or endorsed by RICS. The templates follow the familiar level 1, 2 and 3 structure, ratings and section order in our own wording and contain no RICS material. Whether your engagement must follow the RICS Home Survey Standard is your professional decision, and the terms of engagement remain yours.
Which plan do I need?
Basic covers all three levels, building survey (TDD) and schedule of condition, with 10 new reports a month, your logo and accent colour, one active share link per report and 30 days of analytics. Pro removes the monthly limit, adds formula totals in the repairs and cost table, white-label, the review workflow and AI assistance with your own key.
Can I add a valuation?
The level 2 template has an optional valuation variant switched on by a variable. The valuation content and the basis of value are yours to write; the template provides the structure.
Can I keep my own wording for standard paragraphs?
Yes. The snippet library holds limitations, disclaimers, methodology and Defect / Risk / Recommendation stems with categories, tags and ratings (200 snippets on Basic, unlimited on Pro). Save your adjusted structure with Save as template, three on Basic and unlimited on Pro.
Your next report, start to finish.
Pick a plan, add your logo, and issue your first report today.