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The AI assistant for building surveyors, on WhatsApp

A measured survey out of town, a party wall matter, a project on site to inspect, the client asking which documents to send. Ugo keeps your diary, finds every job’s documents, replies to clients from your number with Automations and drafts your emails. It asks you to confirm before every action.

Try UgoWorking with the AI assistant for building surveyors

An AI assistant for building surveyors has to work in the car, on site and with a laser measure in your hand. That’s why Ugo works on WhatsApp: type or send a voice note, and it uses the diary, email, contacts and job folders on Google Drive or OneDrive you’ve connected. No new program to learn: it’s just one more contact in your chats.

Building surveying is one of the most varied jobs around: measured and condition surveys, building surveys for buyers, defects and dilapidations, party wall matters, contract administration on site, sometimes health and safety duties too. Every job has its own documents to get from the client, its own deadlines and its own people: the council, solicitors, contractors, neighbouring owners. And clients message constantly to ask how their job is going.

Ugo doesn’t write survey reports, schedules of dilapidations or party wall awards, doesn’t prepare valuations, drawings or calculations and doesn’t submit applications: that stays your professional work, with your software and your signature. Ugo organises: diary, emails, documents, reminders and messages to clients. Everything it sends or creates goes out after your “Confirm”.

What eats into a building surveyor’s time

The technical work is precise. It’s the admin around it that gets scattered.

Clients asking “how’s it going?”

The survey report, the party wall award, the dilapidations claim: every client wants to know when it’ll be done, and messages or calls while you’re in a loft with a torch or stuck in traffic.

Documents to collect, one at a time

Leases, title plans, previous reports, drawings, signed terms of engagement. The client sends half, the other half arrives by email weeks later, and working out what’s missing in each job takes time.

A day split between site, office and the road

A survey out of town, a site inspection, a client meeting at 5pm. Fitting it all together, with the right travel times, is hard when one appointment falls through.

Emails and deadlines

Requests from the council, updates from the contractor, solicitors asking for documents before exchange. If one email slips, a deadline can be missed.

Working with the AI assistant for building surveyors

Quick messages, voice notes too, between one survey and the next.

Clients looked after by Automations on your number

An automation on your WhatsApp Business replies to clients with a list: Appointment, Documents to send, Job status. For documents Ugo sends the list from the practice folder, for appointments it checks your diary, and for job status it alerts you that the client is waiting for a reply.

Skills used

Ugoonline

  1. 🔔 Automation “Practice clients” Anthony Marshall chose “Job status”: he’s asking how the party wall matter for his extension is going and whether you need anything else. I’ve told him you’ll get back to him today.

  2. Tell him I’m only waiting for the neighbour’s signed acknowledgement

  3. I’ll send this to Anthony Marshall from your number: “Morning Anthony, the only thing still missing is your neighbour’s signed acknowledgement of the notice. As soon as it arrives I’ll move ahead. Thanks!” Shall I go ahead?

What’s missing in the file, before you call the client

For every job you keep a folder with a list of the documents needed. Ugo compares the list with the files there and tells you what’s missing, then drafts the email asking the client for them.

Skills used

Ugoonline

  1. What’s missing in the Hughes job in Harrogate?

  2. In the folder “2026-047 Hughes Harrogate”, compared with “Documents needed.docx”, these are missing: • Copy of the lease • Title plan • Signed terms of engagement Shall I email Louis Hughes to ask for them?

The survey fitted into the right day

A client asks you to survey a farmhouse in the Dales. Ugo checks your diary, works out the travel time from your other appointments and sends you the Street View of the area, then creates the appointment after you confirm.

Skills used

Ugoonline

  1. When can I get to Grassington for the Barker farmhouse?

  2. On Wednesday you’re on site in Skipton until 11:00: from there to Grassington is about 20 minutes. You’re free until 15:00. Shall I create “Building survey Barker farmhouse – Grassington” on Wednesday from 11:30 to 14:00?

Site notes dictated in the car

You leave a site where you’re contract administrator and send a voice note. Ugo fills in your site visit report template with the job details and saves it in the right folder, to check and sign at the office.

Skills used

Ugoonline

  1. 🎤 Voice message (0:47)

  2. Here’s what I’ll do on OneDrive: Create “Site visit report – Gordon extension” from your template, in the folder “2026-033 Gordon Ilkley”, with: • Present: you, Frank Bolton (contractor) • Progress: first-floor slab poured • Actions: materials certificates to be provided by Friday Shall I go ahead?

A building surveyor’s day with Ugo

Between site, the road and the office, with an office assistant in your phone.

  1. 7:30

    Scheduled task: Ugo sends you the day’s appointments, with travel times, and the enquiries that came in through Automations.

  2. 9:00

    During a survey a client asks which documents to send: the automation sends them the list from the practice folder.

  3. 11:30

    You leave site and dictate the report: Ugo drafts it from your template in the job folder.

  4. 13:00

    Over lunch you ask for a summary of the morning’s emails: council, solicitor, contractor.

  5. 16:00

    Before calling a client you ask Ugo what’s missing in their file.

  6. 18:30

    Ugo lists the jobs that have been waiting for documents for more than two weeks and drafts the chasers.

What to connect to the AI assistant for building surveyors

Your survey and CAD software stays where it is. Ugo works on everything else.

Your WhatsApp Business, with Automations

Clients message the practice number and choose what they need from a list. Ugo replies, sends the list of documents or books the appointment, and alerts you when a reply from you is needed.

One folder per job

On Google Drive or OneDrive: client documents, checklists, reports, correspondence. Ugo tells you what’s there and what’s missing, and fills in your templates with {{client}} and {{job}}.

Email and contacts

Any IMAP mailbox, or Outlook with Microsoft 365. Clients, contractors and solicitors in your contacts: Ugo just needs a name to find the address and number.

Diary and maps

Google Calendar or Outlook for surveys, site visits and office meetings. With Maps, Ugo works out travel times with traffic and sends you the Street View of a place before you go.

The skills to switch on

The most useful Ugo features for this job, starting with the first one to turn on. You switch them on from the portal in a few minutes.

FAQ for building surveyors

What’s the best software for a building surveying practice?

For surveys, drawings, reports and cost estimates you need dedicated technical software, which can’t be replaced. Ugo covers the part around it: clients, diary, emails, job documents and chasers, all from WhatsApp and by voice too, without installing anything new.

Can Ugo write survey reports or party wall awards?

No. Ugo doesn’t write survey reports, schedules of condition or dilapidations or party wall awards, and doesn’t carry out Land Registry searches. It can remind you of deadlines, tell you which documents are missing in a job and draft the emails asking clients for them.

How do I reply to clients when I’m on site?

With Automations on your WhatsApp Business: anyone who messages you chooses from a list between appointment, documents to send or job status, and Ugo replies from your number, checks your diary or alerts you. If you reply yourself from the app, the automation stops for that conversation.

Can I dictate site visit reports?

Yes. You send a voice message of up to 90 seconds, Ugo transcribes it without keeping the audio and, if you have a report template on Google Drive or in Word with placeholders, fills it in and saves it in the job folder. Checking and signing it stays with you.

Are my clients’ documents safe?

Ugo only replies to verified WhatsApp numbers, its servers and database are in Frankfurt, and it only works on files in the folders you choose. It doesn’t send anything or create documents without first showing you what it’s about to do.

Useful references

Associations, bodies and official sources for the sector: external websites, independent of Ugo.

The surveying is yours, the office work is Ugo’s

Connect your diary, email, job folders and WhatsApp Business in a few minutes. Clients know what to send, and you know what’s missing.

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