As residential surveyors, we often find ourselves in a variety of homes, from pristine new builds to older properties with a century of wear behind them. No two properties are ever truly alike — and yet, a consistent, methodical approach to inspections is one of the most important tools in our professional arsenal. But what does a good inspection routine actually look like? Is there a “right” way to carry out a property survey? And how much room should there be for individual working styles? Let’s explore.
Why Routine Matters
When you walk into a property, you’re not just ticking boxes — you’re systematically gathering evidence, observing details, and identifying issues that may significantly affect a home’s value, safety, or integrity. A well-established routine helps ensure:
Consistency
Following the same process across every inspection helps you avoid missing critical elements. Whether it’s checking loft insulation, testing for damp, or inspecting the roof structure — a repeated process builds mental checklists that reduce the risk of oversight.
Efficiency
Surveyors who follow a structured routine often complete inspections more quickly without compromising quality. You know what to look for, when to look for it, and how to document it — no backtracking, no guesswork.
Reduced Cognitive Load
A routine frees up mental energy. Instead of remembering what comes next, your mind can focus fully on interpreting what you’re seeing, questioning unusual signs, and thinking critically.
Professionalism & Defensibility
When you’re challenged (whether by a client, solicitor, or another professional), being able to explain that you follow a clear, structured inspection routine adds credibility and confidence to your findings.
Is There a “Right” Way?
The short answer? Not exactly. While there are industry standards and guidance — such as those set out in the RICS Home Survey Standard — these frameworks allow for individual flexibility. What matters most is that your routine is:
- Logical (e.g. top-to-bottom, outside-in)
- Repeatable
- Comprehensive
- Documented clearly
Some surveyors begin externally, walking the perimeter before entering. Others start in the roof space and work their way down. Both can be equally valid — what’s important is that your chosen method is thorough, consistent, and suits your workflow.
Building (or Reviewing) Your Routine
Whether you’re early in your career or an experienced surveyor, it’s worth revisiting your inspection routine periodically. Ask yourself:
- Do I follow the same sequence every time?
- Am I confident I never miss key areas?
- Could I benefit from digital tools to improve consistency?
- Do I capture enough supporting media (photos, videos, diagrams) along the way?
Modern surveying platforms like Scafol can help formalise and streamline your routine. With features like on-site data capture, automated prompts, and real-time floor plan integration, Scafol supports your process — rather than forcing you into someone else’s.
Final Thoughts
There may not be a universal “right way” to conduct an inspection — but there is a right way for you. And once you’ve developed a reliable, repeatable method, it becomes one of the strongest foundations of your professional practice. In an industry where accuracy, efficiency, and credibility are everything, having a routine isn’t just helpful — it’s essential.
Book a Demo