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Strata Surveying & Retrofit Ltd
Proprietary Delivery Platform

Live Programme Visibility for Every Survey We Deliver

The Survey Programme Management System runs our field scheduling, mobile capture, QA and client reporting, so asset managers see access rates, progress and lodgements in real time instead of in a month-end spreadsheet.

Built by Surveyors to Run Survey Programmes

Most survey contractors manage programmes in email and spreadsheets and report when asked. Strata built its own platform because programme-scale delivery needs scheduling, field capture, QA and client reporting to be one system. Every property, every visit, every photograph and every lodgement lives in one place, and the client sees the same record we do.

Live System Simulation

Survey Programme Management System (SPMS)

Explore how our real-time client technology eliminates data latency and delivers 100% programme transparency.

Illustrative sample data shown below — not a live or historic client record.

Batch Assigned
Sample: 350 Units
Illustrative HA Framework
Completed & Lodged
350 (100%)
Zero lodgement backlog
Access Attempts
Logged
Every attempt, every property
Avg Lodgement Time
2 Days
Strict 2-Day SLA
Live Field Status Feed (AppSheet GPS Sync) — Sample View 7 Surveyors Online
Property Ref A-102, Sample Borough
Field Surveyor 1 · Combined EPC + SCS · Access: Completed
Lodged
Property Ref A-103, Sample Borough
Field Surveyor 2 · PAS 2035 Assessment · Access: Completed
QA Audited & Passed
Property Ref A-104, Sample Borough
Field Surveyor 3 · Domestic RdSAP · Access: Carded 1st Visit
SMS Re-Booking Sent
Platform Screens

The Views That Run a Programme

Actual platform screens from our delivery system. Client and address details are redacted; surveyor allocations are shown as they appear to our operations desk.

Strata OS morning briefing screen showing jobs today, completed today, open exceptions, unbooked jobs, surveyors on shift and overnight exceptions
Morning Briefing

The Day Starts With Exceptions, Not Guesswork

Each morning the operations desk sees jobs due, surveyors on shift, overnight exceptions and any SLA at risk before the first visit starts. Problems are re-allocated at 08:00, not discovered at month end.

Strata OS programme overview with completion percentage, weekly trend, EPC ratings distribution and surveyor performance table
Programme Overview

Completion, Trend and Rating Distribution at a Glance

Scheduled, completed, in-progress, not-started and exception counts; the weekly trend; the EPC band distribution as certificates lodge; and surveyor performance, so run-rate commitments are managed with data.

Strata OS live programme map with colour-coded property pins and a job detail panel
Live Programme Map

Every Address Is a Pin With a Status

Surveyed, scheduled, no-access and exception properties are colour-coded on the live map. Operations use it to route surveyors; clients use it to see where the programme is today and which streets are next.

Composite of the Strata surveyor field app: jobs map, dashboard, jobs summary and today's jobs map
Field App

Everything the Surveyor Needs, in One App

Jobs map, job list, calendar and job details on one screen. Start survey, book appointment, no-answer and add-note actions are one tap, each timestamped and geotagged, and the survey template enforces the 18-point photo checklist before a job can close.

Client dashboard for an EPC programme showing completion, EPC results summary, SLA performance and property tracker
Client Dashboard

What Your Team Logs Into

Completion percentage, EPC results by band, SLA performance and a searchable property tracker with before-and-after ratings. Download the full report whenever you need it; scheduled exports go to your asset system in the format it imports.

1

Field Mobile Layer

Mobile app enforcing the WI01 work instruction, GPS and timestamps, offline capture and the 18-point photographic checklist inside every property.

2

Automated QA & Rules

Cloud automation checking photo completeness, flagging anomalies between measurements and inputs, and routing exceptions to the QA desk before lodgement.

3

Client Reporting & Exports

Secure client dashboard with live access and progress data, daily exception reports and CSV/JSON exports formatted for Northgate, Civica, Keystone and MRI.

Operations desk operator viewing the Strata OS London schedule with heat maps and borough zones
Operations view: borough zones, schedule heat maps and data grids used to balance surveyor workload across London and the South East.
Procurement & Compliance FAQs

Survey Programme Management System FAQs

Access, exports and data protection.

Capability Portfolio 2026

The survey layer underneath your programme.

Twenty pages on how we deliver pre-works EPC, stock condition and PAS 2035 retrofit assessment at volume: mobilisation in five days, resident access, evidence and QA, data in your format, and the SLAs we will sign up to.

Written for main contractors and their supply chain · 20 pages · PDF

Read it online Download PDF

No form. Straight to the document.

Certified & Regulated Compliance

Fully Accredited Across UK Statutory & Funding Frameworks

PAS 2035 accreditation logo PAS 2035 Decarbonisation & SHDF
TrustMark accreditation logo TrustMark Quality & Standards
Elmhurst Energy accreditation logo Elmhurst Energy Energy Performance
ECMK accreditation logo ECMK Domestic RdSAP EPCs
Quidos accreditation logo Quidos Building Energy Performance
Sterling accreditation logo Sterling Energy Assessment
NICEIC accreditation logo NICEIC Electrical Safety & Compliance
3,000+
Completed Surveys
Across London & South East portfolios
7
Qualified Surveyors
In-house field capacity & rapid dispatch
4
Accreditation Bodies
Elmhurst, ECMK, Quidos, Sterling
356
Property Flagship Programme
Combined EPC + SCS, South East London
Rapid B2B Procurement Turnaround

Discuss Your Programme Scope or Request a Specification Quotation

Direct consultation with our qualified surveying leadership. We review schedules and respond within 4 business hours.

PDF, XLSX, CSV, DOCX up to 25MB
Strict confidentiality · Non-disclosure guaranteed