Reusable survey templates
Create structured journeys for different job types without rebuilding the same questions for every appointment.
Pre-visit surveys
Collect the detailsbefore the visit begins.
FSEngage helps property teams gather access information, job-specific answers and supporting evidence before planned appointments, giving office users and engineers a clearer starting point.
- Secure resident links
- Job-specific questions
- Private evidence
Help us prepare for your visit
Appointment accessConfirm who will be present and how the team should enter.Required
Property informationCapture work-area details and practical constraints.Guided
Supporting photographsAdd private evidence where it will help preparation.Optional
Review and submitCheck the answers before sending them to the property team.Secure
Prepare with better information
A consistent survey journey for every planned job type.
Templates provide operational consistency while conditional and job-specific questions keep the resident journey relevant.Conditional questions
Decision rules can show relevant follow-up questions based on the resident’s earlier answers.
Property and access context
Capture practical information about access, occupancy, work areas and anything that could affect the visit.
Private photo evidence
Residents can provide images where they help engineers understand the property or reported condition in advance.
Job-specific questions
Office teams can add questions for an individual job while retaining the consistency of the core template.
Submission visibility
Completed surveys are available for review with communication and delivery activity recorded against the job.
How pre-visit surveys work
From appointment creation to a better prepared attendance.
The workflow connects office preparation, resident input and authorised review without exposing private job information publicly.- 01
Create
The office creates a planned job using the appropriate job type and survey template.
- 02
Send
The resident receives a secure survey link through the configured communication channel.
- 03
Complete
Guided questions collect access details, context and job-specific information.
- 04
Evidence
Private photos can be uploaded where visual information will help the attending team.
- 05
Prepare
Office users review the submission before the engineer or contractor attends the property.
Operational value
Reduce uncertainty before somebody travels to the property.
Better prepared visits
Teams can review access requirements, property context and available evidence before travelling to the appointment.
Fewer avoidable return visits
Better advance information can reveal missing details, access constraints or preparation needs sooner.
Controlled resident information
Survey links, submissions and evidence are handled through protected application workflows rather than public file sharing.
Pre-visit survey FAQs
Questions about templates, evidence and resident access.
Survey configuration is managed by authorised office users and can reflect the actual information requirements of different service workflows.Can different job types use different questions?
Yes. Job types, reusable questions, groups, decision rules and survey templates are data-driven, allowing planned visits to use the information journey appropriate to the work.
Can an office user add questions to one specific job?
Yes. Job-specific questions can be added where the standard template does not cover a particular appointment requirement.
Can residents upload photographs?
Yes, where photo questions are included. Evidence is stored privately and is made available through protected routes for authorised review.
Does a failed email prevent a resident submission?
No. Communication delivery activity is logged, but provider failures do not block a resident from completing or submitting the secure survey journey.
Can survey progress be reviewed by office users?
Office users can review job details, survey status, submitted answers, evidence and notification history from the protected administration area.
Plan visits with more confidence