For fire, security and building-services contractors. From the first survey to the final invoice, every hand-off has a home: sales, surveying, estimating, purchasing, installation, service and finance. Engineers work from an app that keeps going without signal, and your customers get a portal that shows them how their sites are running.
Founder-led and UK-based. We onboard a small number of new customers at a time.
Begin with a survey, a quote, an install or an estate you have taken over. Wherever you start, the record carries on, and every hand-off has a named place to land: an inbox, an owner, an approval or a job stage.
SalesSurveyor
Raise the survey from the enquiry and the customer, site and enquiry come with it. Surveyors capture every device on the drawing and in the app, so the record starts complete.
AI assists
Identifies a device from a photo and pre-fills its details.
The surveyor checks and saves it.
Survey capture run-through
Device photo: Tvtoaster, CC BY-SA 4.0, cropped. Identification captured from the live engine on 12 Oct 2026; the site is fictitious.
SurveyorEstimator
Add the surveyed devices to the draft quote in one step, or build it from your catalogue. The estimator checks the quantities and prices anything that isn’t in the catalogue, and approval rules catch value and margin before it goes out.
Starting here? Create a quote straight from your catalogue and price lists. No survey needed.
AI assists
Scope Analysis reads the specification. Enhance rewrites the quote description in your tone of voice, without adding facts.
The estimator checks every change.
Enhance run-through
CustomerOperations
When the customer accepts online, the sales order is created there and then, frozen exactly as quoted. Your catalogue and supplier price lists turn it into draft purchase orders, one per supplier, at current cost. Nothing is bought or invoiced until a project lead is named.
Product catalogue run-through
OperationsEngineers
Convert a survey to an install and the surveyed devices carry on, with their drawing positions. Plan it on the universal planner, check it for clashes, then engineers work from the app, with or without signal.
Starting here? Raise the install straight from an accepted order or project, and the device records are created for you.
Universal Planner run-through
Service deskEngineers and customer
Planned maintenance visits are generated from the commissioned register, each picking up the last visit’s answers. Service cases move through clear stages, and the office reviews every outcome before the customer sees it.
Starting here? Taking over an estate? Import its asset register from a spreadsheet, set up the maintenance contract and plan the visits.
AI assists
Turns incoming email into a case and drafts the visit resolution.
The office confirms before scheduling and reviews before closing.
Service run-through
Operations and serviceFinance
Invoice a sales order in full, by line or by percentage. Approved service charges become a draft invoice, and finance pushes issued invoices to Xero, one at a time or in bulk.
Invoicing run-through
A browser app, not another app-store download. It installs to the home screen, runs on phones, tablets and laptops, and keeps going without signal.
Engineer app run-through
Device photo: Tvtoaster, CC BY-SA 4.0, cropped.
Identifying a device from a photo, voice dictation, catalogue search and the first download of jobs need a connection. Changes send while the app is open. iPhone job alerts need iOS 16.4 or later and the app on the home screen.
Planning, dispatch and the engineer app in detailPlanning, the customer portal, documents and reports all read and write the same jobs, sites and devices. Each one has its own walk-through.
Built for the golden thread on fire systems: versioned cause-and-effect with recorded approvals and modification certificate references for higher-risk buildings, signed-off records that show every later change, and reports you can reproduce as issued.
AI reads, flags and drafts; people decide. It uses leading models from OpenAI, Anthropic and Google, with guardrails built in, and you choose what is switched on.
SiteSurvey365 is built by the team behind Bluepoint, one of the world’s leading visitor management platforms: people who build systems for businesses, and run their own.
Onboarding typically takes weeks, not months, and the plan is agreed with you before you sign. How onboarding works
Bluepoint’s acquisition by Yardi is documented in Yardi’s announcement of 15 June 2021.
Read our storyBring one workflow where a hand-off goes wrong, from survey to invoice. We will show you how it runs on one platform, with AI doing the reading and your people doing the deciding.
