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For UK surveying and valuation firms

Software that fits your firm.

Everything a modern surveying firm needs, on one secure platform. Manage jobs end to end, deliver quality reports.

  • RICS-aligned workflows
  • Red Book compliant
  • Residential & commercial
  • UK hosted for GDPR compliance
  • Fully customisable
How it works

One instruction, every stage covered.

Every job in Score HQ moves through the same six stages, end to end. The order is flexible to match how your firm actually runs.

  1. 01

    Quote

    Issue branded quotes; clients accept online.

  2. 02

    Terms & Payment

    Capture engagement terms and payment, in whichever order your firm runs.

  3. 03

    Book Inspection

    Schedule the visit, brief the surveyor, confirm with the client.

  4. 04

    Create Report

    Draft against your firm's templates and report types.

  5. 05

    QC / Peer Review

    Run the QC checklist and capture reviewer sign-off.

  6. 06

    Issue

    Issue the report and invoice, and close the file.

What's inside

Everything a UK practice runs on, in one platform.

Flexible enough to fit the way your firm actually works.

One place for everything

One firm. One place. Every record.

Contacts, companies, instructions and every piece of correspondence, linked to the job it belongs to. Access it from any device, anywhere, securely.

  • Contacts linked to every instruction
  • Email, files and quotes in one thread
  • Any device, any office, any time
  • UK GDPR compliant by default
Flexibility

Any report type. You decide.

Residential surveys, commercial valuations, niche reports, internal templates. If your firm runs it, Score HQ can be configured to support it.

Compliance

Conflict of interest, checked automatically

Every new instruction is screened against your firm's prior work, related parties and known counterparties before it can progress.

  • Automated screening on instruction
  • Audit trail of every check
  • Manual override with reason capture
Client portal

Client-facing quote portal

Send a quote, the client opens a branded acceptance page, signs, and the instruction opens itself. No phone tag, no PDFs in inboxes.

  • Branded acceptance pages
  • Online signature capture
  • Auto-progression to instruction
Quality

QC checks, embedded in the workflow

Quality control is a stage, not an afterthought. Configure the checklist your firm signs off against, then enforce it before any report leaves the building.

  • Per-report-type QC checklists
  • Reviewer sign-off recorded
  • Blocking checks before issue
Configurable

Customisable for your firm

Workflows, report types, checklists, fields and stages all bend to how your practice actually works. No two firms run Score HQ the same way.

  • Custom report types and stages
  • Configurable QC and workflow rules
  • Legacy data import on onboarding
RICS-aligned

Built for the standards you sign against.

  • RICS Level 1 / 2 / 3
  • Red Book Valuations
  • Conflict of Interest Checks
  • Full Audit Trail
  • UK GDPR Compliant
  • UK Data Hosting
  • Customisable per Firm
Coming soon

Report drafting, native to the workflow.

Integrated report creation from your customisable templates, with automated data extraction and AI-assisted drafting, built into the same instruction you already manage in Score HQ.

Report draft
RICS Level 3 template Auto-extracted · 14 fields
See it on your firm's data

Bring your practice into one platform.

Request a demo and we'll walk through Score HQ configured for the report types, workflows and QC checks your firm actually runs.