Vision CRM vs SiteWrite

The Vision App allows you to quickly and easily find details of appointments, complete job bookings, view company resources, manage holidays and leave, and track progress - all in one simple to use app.

SiteWrite is professional report-writing software for chartered surveyors producing RICS Home Survey Level 2 and Level 3 reports. Inspect the property, draft the report and review every paragraph — all from your iPad or iPhone, on site. Built by a practising chartered surveyor inside an active RICS-regulated firm, SiteWrite is designed around how surveyors actually work: on their feet, often without signal, with no time for re-keying notes back at the desk. HOW IT WORKS • Start a survey and the full RICS structure loads — Sections A to J — with every element pre-populated from your firm's phrase library. • For each element, tap defects from a searchable bank of 2,400+ RICS-aligned phrases, set the condition rating (CR1, CR2, CR3), capture and label photographs, and add your own observations by typing or dictation. • Works fully offline — in basements, lofts and rural properties. Everything syncs automatically when you're back online. • Start on a tablet on site and finish on a laptop at the desk. Your work follows you across devices. THE REPORT EDITOR SiteWrite drafts. You decide. Before anything leaves, you review the report paragraph by paragraph: • Polish any paragraph, or highlight a single sentence and refine just that part. • Regenerate from updated observations. • Edit freely with a rich-text toolbar. • Confirm each paragraph individually — nothing is final until you sign it off. • Live status shows what's confirmed and what still needs review, with a contents sidebar for the whole report. Sections H (Legal Matters) and I (Risks) build themselves from the flags you set during the inspection, so nothing is missed. DELIVER Export a polished, branded PDF with your firm's logo and a clear AI-use declaration on the final page. FOR FIRMS • Manage your team, roles and seats from the admin portal. • Customise the phrase library, default condition ratings and risk tags once — applied across every surveyor in the firm. • Every AI-assisted paragraph is logged with the exact prompt, output, model, surveyor and timestamp: a complete, defensible record for PI insurance and RICS regulatory compliance. SiteWrite requires an account. Surveyors join via an invite from their firm.