Project Management Software for Chartered Surveyors
Track every earner, protect every margin, ditch the admin and scale your surveying firm.
Bespoke project
management software
for chartered surveyors
Blue Wren builds custom project management software for chartered surveyors with Flight. Tailored for your fee structures, AML workflows and profit reporting. Get real visibility of projects, disciplines and fee earners and evolve the system as your firm expands, at no extra cost.
Why Surveying Projects Go Off Track?
Jobs run over budget before you know they’re unprofitable
Inconsistent time recording leads to inaccurate job costing
To expand, you end up recruiting admin staff, not fee earners
AML checks, compliance and client records scattered through email, drives and spreadsheets
Your firm is unique…
That’s why our Flight platform offers surveying firm management software designed around your surveying firm.
We’ll listen, map your processes, and show you exactly how Flight streamlines every discipline in your practice.
Software built to grow your Surveying Firm
Affordable, cloud-based bespoke software for surveyors UK firms for enterprise power at SME costs
Real-time profitability tracking across every fee earner, job type, and discipline
Built-in AML compliance software for surveyors without missed deadlines
Add features, change workflows, and grow your practice at no additional cost
Project Management Software for Chartered Surveyors
To grow your chartered surveying firm, you need complete visibility of every project, accurate control of fee earner time, and the ability to protect margins across every discipline.
Using our award-winning Flight platform, we create bespoke software for surveyors configured specifically to the challenges you’re facing. Change and develop it as many times as you need at no additional cost.
You will also receive continuous support and training from our UK-based team to help you get the most from Flight.
Plan your valuation and project pipeline
- Efficient project management – easily create, manage, and track unlimited projects across estate agency, valuation, planning, and project disciplines. Give controlled access to fee earners, agents, and subcontractors
- Centralised data – a place for all job activity, like tasks, notes, correspondence, and AML documentation. See progress, milestones, and outstanding actions across every matter instantly.
- Secure document management – store or link all documents, reports, and compliance records, accessible from anywhere. Auto-populate client notifications, quotes, and valuation reports with personalised client information
Schedule your fee earners
- The right people on the right jobs — assign by discipline, role, cost, and availability. See everyone’s schedule in a shared team calendar at all times
- Flexible rates and billing — charge different rates by project stage, discipline, and client type: professional fees, commission, or project-based work
- Reserve equipment and resources — schedule vehicles, survey kit, and equipment for jobs to avoid double-booking
Standardise valuations, surveys and reports
- Document builder — standardise all client documents and reports with consistent branding, dramatically cutting report-writing time across the firm
- Pre-defined content — set up standard clauses and methodology sections once, then personalise with client and property information for each instruction
- Integrated report workflows — create valuation reports and surveys in minutes, then automatically trigger invoicing, timesheet submission, and client notification
Efficiency with workflows and automation
- Intelligent workflows — build automated workflows based on rules and triggers to move projects from initial enquiry through to invoice without constant supervision
- Automated tasks — cut project risk and admin costs by automating repeatable actions: project updates, AML reminder chasing, and follow-up notifications
- Dynamic documentation — generate documents, emails, and letters with our document builder, inserting specific client and property information to personalise each output
Track time and budget
- Multiple job types — build budgets by job type and fee structure: professional fees, project work, or commission. Monitor profitability across the entire practice in real time with fee earner time tracking software built into your system
- Timesheets — record fee earner time against every project with reminders to ensure time is captured accurately before invoicing
- Track billable and non-billable hours — get a complete view of each project’s profitability and trigger alerts the moment margins are at risk
Keep your clients up to date
- CRM for chartered surveyors— manage the full client journey from enquiry to instruction and track the performance of your referral partners and introducers. Full CRM software chartered surveyors functionality built directly into your Flight system
- AML compliance and contact management — keep complete client records like AML paperwork, signed terms, correspondence and outstanding balances. Automated reminders catch missing documentation before it becomes a compliance risk
- Project updates — automate notifications, keeping clients informed of survey progress and next steps, without your team manually drafting each one
Integrate with key systems
- Xero, QuickBooks & Sage — seamlessly integrate with your finance systems with Xero integration surveying software built in. Create an invoice once and have it flow between systems automatically, so no duplicate entry
- Microsoft 365 — manage documents, correspondence, and collaborative review within your existing Microsoft environment, fully connected to Flight
- RestfulAPI — every Flight solution includes a fully documented RestfulAPI layer, connecting it to any third-party platform, portal, or land surveying management software your firm already relies on
Secure, GDPR-compliant hosting for RICS-regulated firms
Every Flight system runs in its own virtual private cloud on AWS. Client data is never shared across environments, and the platform is fully GDPR-compliant, built to handle the sensitive financial data and AML documentation that RICS-regulated practices hold.
Blue Wren manages hosting, security, and maintenance as part of the monthly licence. No hardware to manage. No infrastructure risk. Your team stays focused on fee-earning work.
Customised for you
Getting your chartered surveyors software right is the difference between a system your team uses every day and one they ignore.
That’s why we work differently. From initial scoping through to launch and ongoing support, our team of business process experts is with you at every stage. Flight is not SaaS, it is an award-winning platform that creates bespoke project management software for chartered surveyors, unique to your firm. No developer needed on your side. No extra cost to change it. No compromise.
Our 4-step process
We do the heavy lifting. You run your surveying firm.
- Map — We meet with you to understand your business processes and produce a workflow map and a Flight specification sheet.
- Configure — Using your spec, we configure the system and give you access to a working test version to trial and shape.
- Launch — Once you’ve tested and signed off, we migrate your existing data and launch. Ready in weeks, not months.
- Support — Our team is on hand for support, training, and changes. Add new features or adjust workflows at any time at no additional cost.
Take control. Take Flight.
CUSTOMER STORY
Smarter project control and less admin with Flight
Armitstead Barnett is a specialist firm of Chartered Surveyors providing estate agency, valuation, and property services across England’s North West. Before Flight, jobs were managed across spreadsheets, files were physical, and missed deadlines were a growing problem as the practice took on more work.
Blue Wren configured Flight around the firm’s full project lifecycle (from enquiry to completion) giving partners and fee earners complete visibility over every job, deadline, and client activity in one system.
Results:
- Improved project visibility by at least 70%
- 30% increase in productivity without adding headcount
- Reduced missed deadlines by approximately 35%
