Procedure Surveys offer you a way to document needs assessments as you tour a building. Easily enter your assessments directly into CSA, and then print for your review with the customer.

You may have any number of Survey Templates. You can create different templates for each type of business you are bidding on. For example, you might want a special template for schools and a different template for medical facilities.

Each survey is made up of several sections. Each section has an Area Category, three column headings and can have any number of line items. Check the 'Show on Report' box if you want the selected Area Category to print on the survey. Enter a number in the Section Order for the sequence of Area Categories.

Two Survey Templates are provided to help guide you through the different stages of setting one up.