Freelance Building Surveyor Templates

Looking for Freelance Building Surveyor Templates to download? See the main templates that a Freelance Building Surveyor would use in their day-to-day work.

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Freelance Building Surveyor Templates

There is a huge number of templates that someone in the Freelance Building Surveyor role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Building Surveyor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Project Progress Report
2. Building Inspection Checklist
3. Site Visit Report
4. Building Condition Assessment Template
5. Cost Estimation Spreadsheet
6. Building Defects Report
7. Risk Assessment Template
8. Building Surveying Proposal Template
9. Building Surveying Invoice Template
10. Building Surveying Timesheet Template


Reports are often prepared by a Freelance Building Surveyor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Building Inspection Report
2. Structural Assessment Report
3. Condition Survey Report
4. Defects Analysis Report
5. Building Compliance Report
6. Energy Efficiency Audit Report
7. Health and Safety Inspection Report
8. Cost Estimation Report
9. Project Progress Report
10. Final Building Survey Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Building Surveyor does and how they do it.

1. Site Inspection SOP
2. Building Assessment SOP
3. Structural Analysis SOP
4. Construction Documentation SOP
5. Safety Compliance SOP
6. Project Management SOP
7. Quality Control SOP
8. Building Code Compliance SOP
9. Client Communication SOP
10. Report Writing SOP


Freelance Building Surveyor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Project Progress Report
2. Building Inspection Findings and Recommendations
3. Structural Analysis and Design Review
4. Construction Site Safety Assessment
5. Building Code Compliance Evaluation

Legal Docs

There are several key times when a Freelance Building Surveyor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Building Survey Report Template
2. Dilapidation Survey Template
3. Condition Survey Template
4. Party Wall Agreement Template
5. Schedule of Condition Template

Health & Safety Templates

Health & Safety templates for a Freelance Building Surveyor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template


Setting up Freelance Building Surveyor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Work Schedule Calendar
2. Project Timeline Calendar
3. Client Meeting Calendar
4. Site Visit Calendar
5. Invoice and Payment Due Dates Calendar

Invoice Templates

Several types of Freelance Building Surveyor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Building Surveying Services Invoice
2. Structural Engineering Consultation Invoice
3. Construction Project Management Invoice
4. Building Inspection and Assessment Invoice
5. Quantity Surveying and Cost Estimation Invoice

Survey Templates

For a Freelance Building Surveyor to get insights related to the work they do, they need to send out Freelance Building Surveyor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Building Inspection Survey
3. Construction Site Safety Survey
4. Project Progress Survey
5. Quality Control Survey

Meeting Agendas

Having premade Freelance Building Surveyor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Project Kick-off Meeting
2. Progress Review Meeting
3. Client Consultation Meeting
4. Design Coordination Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance Building Surveyor would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expenses Budget Template
2. Project Budget Template
3. Travel and Accommodation Budget Template
4. Marketing and Advertising Budget Template
5. Equipment and Supplies Budget Template


Dashboards are a useful way for a Freelance Building Surveyor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Client Satisfaction Dashboard
4. Resource Allocation Dashboard
5. Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Building Surveyor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Preliminary Building Survey Proposal
2. Structural Assessment Proposal
3. Building Condition Report Proposal
4. Feasibility Study Proposal
5. Building Renovation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Building Surveyor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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