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Building condition audit reports clients accept online

Ratings, marked-up photos, findings and recommended works priced as options, in one report the committee or owner accepts and signs.

In QuoteCloud a building condition or compliance audit report is a document built from content blocks: a contents block, an executive summary, a condition-rating table, site photos marked up in the image editor, findings and recommendations, and a price table for recommended works. The client ticks the works they approve and accepts the report with a legally binding eSignature.

A sample condition survey for a fictional practice, Fenwick Arden: the north elevation of The Pembroke, a six-storey apartment building, drawn as a drawing sheet with six numbered pins on the elements rated in the audit: the roof membrane (C4 poor), the rooftop condensers (C4), the balcony balustrades (C3 fair), the fire stair doors (C3), the render and sealant joints (C4) and the car park soffit (C3). In front, the report's executive summary: C3 fair overall, 19 elements rated, 3 priority 1, 3 priority 2 and 4 priority 3 works, and a $553,000 budget for recommended works.

A condition report, page by page

The Pembroke's audit as the committee receives it. Each page is made of QuoteCloud content blocks your assessor fills in, on your letterhead, in your words.

  1. Fenwick ArdenBuilding condition audit FA-R-1187 Sample · fictional business
    A mid-rise apartment building with balconies against a blue sky

    Building condition audit

    The Pembroke, 22 Harbour Row

    Prepared for The Pembroke Owners' Association · 14 May · Revision B

    A visual condition audit of a 1970s six-storey residential building with 36 apartments: roof, facade, balconies, common areas, building services and fire stairs, with the works we recommend over the next five years.

    Contents

    1. 1Executive summarypage 2
    2. 2Method & limitationspage 3
    3. 3Condition ratings by elementpage 4
    4. 4Key findingspage 6
    5. 5Recommended works & feespage 11
    6. 6Acceptancepage 13

    Page 1 · Cover & contents

    Cover and contents

    Your cover photo, the building and revision, and a Table of Contents block with anchor links, so a committee member can jump straight to the works. Export the report as a PDF for the building manager's records (Starter and up).

  2. Fenwick ArdenBuilding condition audit FA-R-1187 Sample · fictional business

    Executive summary

    C3Fair overall

    The building is in fair condition for its age. The roof membrane and the north facade need attention within 12 months to stop water getting in; most other elements need routine maintenance only.

    • P13Within 12 months
    • P231 to 3 years
    • P343 to 5 years

    19 elements rated

    1. C1 · Very good2
    2. C2 · Good5
    3. C3 · Fair7
    4. C4 · Poor4
    5. C5 · Very poor1

    Budget for recommended worksOpinion of probable cost, ex tax$553,000

    Page 2 · Executive summary

    The summary a committee reads

    Overall condition, how many elements sit at each rating, the works by priority and the budget. Written by your assessor in text and table blocks: QuoteCloud never scores a building for you.

  3. Fenwick ArdenBuilding condition audit FA-R-1187 Sample · fictional business

    Condition ratings by element 7 of 19 elements shown

    ElementConditionRiskActionPriority · budget
    Roof membrane & flashingsMain roof C4 Poor High Replace membrane, renew flashings P1 · $185,000
    Render & sealant jointsNorth and west facades C4 Poor High Repair cracked render, reseal joints P1 · $96,000
    Fire stair doorsStairs A and B C3 Fair High Adjust closers, replace two door sets P1 · $18,000
    Car park soffitBasement C3 Fair Medium Patch spalling, treat exposed reinforcement P2 · $64,000
    Rooftop condensersRoof plant deck C4 Poor Medium Replace two units, re-support pipework P2 · $42,000
    Balcony balustradesLevels 2 to 6 C3 Fair Medium Test fixings, replace six corroded posts P2 · $28,000
    Common stairs & corridorsAll levels C2 Good Low Repaint, replace worn stair nosings P3 · $38,000

    Ratings 1 (very good) to 5 (very poor), from a visual inspection on 6 May. Budgets are opinions of probable cost for planning, ex tax.

    Pages 4–5 · Condition ratings

    Every element, rated

    A condition table with the location, a 1 to 5 rating, the risk, the action and a budget for each element. Save the empty table to your content library so every audit starts with the same columns and rating scale.

  4. Fenwick ArdenBuilding condition audit FA-R-1187 Sample · fictional business

    Key findings

    1. Cracked, crumbling render exposing the brickwork at the base of a wall
      1. Debonded render
      2. Exposed brick

      F-04C4 · PoorP1

      Render cracking at the base of the north wall

      Finding
      Render has cracked and come away at the base of the wall, exposing brickwork and letting water into the wall.
      Recommendation
      Remove loose render, repair the brickwork and re-render; reseal the joints either side.
    2. Rooftop condenser units with fans and refrigerant pipework
      1. Corroded casing
      2. Unsupported pipework

      F-09C4 · PoorP2

      Corrosion on the rooftop condensers

      Finding
      Two of the six condenser units have corroded casings and fan guards, and refrigerant pipework sags between supports.
      Recommendation
      Replace the two units and add pipe supports at 1.5 m centres; review the other four at the next inspection.
    3. A modern apartment building with dark cladding and glass balconies
      1. Post fixings

      F-12C3 · FairP2

      Balustrade posts on the west balconies

      Finding
      Six balustrade posts show surface corrosion at the base fixings. The balustrades were firm when tested by hand.
      Recommendation
      Load-test a sample of fixings and replace the six corroded posts.

    Pages 6–10 · Key findings

    Photos marked up where the problem is

    Site photos marked up in the built-in image editor with numbered labels, rings and arrows, beside each finding and your recommendation (image blocks and the editor: Starter and up).

    Site inspection & defect reports

Condition, fire safety or access: one set of blocks

Compliance audits use the same report structure with a different table: your assessor's observations, item by item. QuoteCloud presents them; the assessment is always yours.

Fenwick ArdenBuilding condition audit FA-R-1187 Sample · fictional business

Condition ratings by element 7 of 19 elements shown

ElementConditionRiskActionPriority · budget
Roof membrane & flashingsMain roof C4 Poor High Replace membrane, renew flashings P1 · $185,000
Render & sealant jointsNorth and west facades C4 Poor High Repair cracked render, reseal joints P1 · $96,000
Fire stair doorsStairs A and B C3 Fair High Adjust closers, replace two door sets P1 · $18,000
Car park soffitBasement C3 Fair Medium Patch spalling, treat exposed reinforcement P2 · $64,000
Rooftop condensersRoof plant deck C4 Poor Medium Replace two units, re-support pipework P2 · $42,000
Balcony balustradesLevels 2 to 6 C3 Fair Medium Test fixings, replace six corroded posts P2 · $28,000
Common stairs & corridorsAll levels C2 Good Low Repaint, replace worn stair nosings P3 · $38,000

Ratings 1 (very good) to 5 (very poor), from a visual inspection on 6 May. Budgets are opinions of probable cost for planning, ex tax.

A mid-rise apartment building with balconies against a blue sky

Ratings, risk and a budget for each element

A visual audit of a 1970s apartment building for the owners' association: 19 elements rated, the worst first, each with an action and a planning budget the committee can take to its capital works fund.

  • Your rating scale and columns, saved as a library block
  • Budgets written as opinions of probable cost
  • Hidden working notes stay out of the client's copy and the PDF

Tables and image blocks: Starter and up

Fenwick ArdenFire safety audit FA-F-0471 Sample · fictional business

Fire safety observations 7 of 42 items shown

3 satisfactory3 action needed1 not inspected

RefItemObservationNote · action
FS-01 Exit signs and emergency lightingAll floors Satisfactory Working on test
FS-04 Fire doors close and latchStair B, levels 3 and 7 Action needed Two doors don't latchAdjust closers
FS-07 Exit paths kept clearBasement B1 Action needed Pallets stored in the exit pathRemove, add signs
FS-09 Service penetrations sealedRiser, level 5 Action needed Cable penetrations openSeal with a tested system
FS-12 Extinguishers in place and taggedAll floors Satisfactory None
FS-15 Hydrant booster accessStreet frontage Satisfactory None
FS-18 Sprinkler heads unobstructedLevel 2 tenancy Not inspected Tenancy locked on the day

Observations from a visual inspection by the practice. They are not a certificate or statement of compliance.

A glass-walled office tower against a blue sky

Observations, item by item

A landlord's fire safety audit as a checklist table: each item satisfactory, needing action or not inspected, with the note and the action. The certificate or statement your jurisdiction requires stays the practitioner's own document.

  • Your own item references, no stock checklist
  • Actions carried into a priced works table
  • A record of when the landlord opened and accepted it
Fire services and plant inspections
Fenwick ArdenAccessibility audit FA-A-0352 Sample · fictional business

Access observations 7 of 36 items shown

3 satisfactory3 action needed1 not inspected

RefItemObservationNote · action
AC-02 Accessible parking baysMain car park Satisfactory None
AC-05 Step-free path to the entryFront gate to reception Action needed Kerb ramp too steepRegrade the ramp
AC-08 Entry door width and opening forceReception Satisfactory None
AC-11 Accessible toilet fit-outLibrary Action needed Grab rail missingFit the rail
AC-14 Handrails on both sidesStair to the hall Action needed One side onlyAdd a second rail
AC-17 Hearing augmentationAssembly hall Not inspected System not switched on
AC-20 Signs and tactile indicatorsStairs and ramps Satisfactory None

Observations from a visual inspection by the practice, for planning access improvements. They are not a certificate or statement of compliance.

A school building with a timber-framed glass entrance, lit at dusk

Access improvements the college can plan

A school's access audit from the gate to the hall: what works, what needs action and what couldn't be checked on the day, in a report the business manager reads, comments on and accepts online.

  • Photos marked up beside each observation
  • Questions answered in comments on the report
  • Accepted with a legally binding eSignature
Design reports & option studies

The committee ticks the works it approves

The recommended works are a live price table at the end of the report: Priority 1 included, later priorities as optional rows. Tick a row and the total, tax and the approved fees in the acceptance block all follow.

The chair accepts the report and signs once. That signature records that the committee received it and approves your fee for the works they ticked, so the next commission starts without a separate proposal.

  • Optional rows for P2 and P3 works, with a note on each
  • Prepared, reviewed and accepted, in the report itself
  • Legally binding eSignatures with a certificate and audit trail, on every plan

Price tables: Essentials and up

From recommended works to signed works
Fenwick ArdenBuilding condition audit FA-R-1187 Sample · fictional business

Recommended works · our services

ItemQtyRateAmount
Priority 1 · within 12 months$29,900
Roof replacementSpecification, tender and site inspections
1 package $14,800 $14,800.00
Facade repairsRepair specification and site inspections
1 package $11,200 $11,200.00
Fire stair doorsDoor schedule and specification
1 package $3,900 $3,900.00
Priority 2 · 1 to 3 years Tick to add
1 package $6,400 $6,400.00
1 package $8,600 $8,600.00
1 package $4,800 $4,800.00
Priority 3 · 3 to 5 years Tick to add
1 plan $7,500 $7,500.00
Subtotal
$36,300.00
Tax (10%)
$3,630.00
Total
$39,930.00

Report acceptance

Revision B · issued 14 May
  1. PreparedHana KowalskiSenior building surveyor12 May
  2. ReviewedRavi MenonAssociate, building services13 May
  3. AcceptedDaniel FeatherstoneChair, owners' committee28 May
  • Report received and read by the committee
  • Works approved: Priority 1 and the condenser replacement

Approved fees inc. tax$39,930.00

Daniel Featherstone · Signed online · 28 May, 6:05 pm

Certificate of authenticity and audit trail attached

Accepting the report records that it was received and which works were approved. It is not a certificate of compliance.

Activity

  1. Report openedDaniel Featherstone
  2. Comment on finding F-09Answered by Ravi Menon
  3. Condenser replacement ticked+$7,040.00 inc. tax
  4. Report accepted and signedCertificate of authenticity attached
  5. Signed copy filed to OneDriveThrough Zapier

Send us your condition report template

There's no stock audit template in QuoteCloud. Start a free 14-day trial and we'll convert your own report into a template during the trial, on Essentials, Business or Enterprise.

Sample report · FA-R-1187

Five years of works, read in one sitting.

Ten recommended works across three priorities, with an opinion of probable cost for each, summed on the report's first page so the committee can plan its levies.

$553,000 Budget for recommended works in the sample audit, ex tax

Your method and limitations, word for word

The method, the limitations and the rating scale are what make a condition report defensible. Keep them as company blocks in the content library and lock them, so every assessor's report carries the same wording.

The committee asks questions as comments on the report, and your engineer answers in the same thread, with the report itself as the record.

  • Locked company blocks: used in every report, not edited (Business)
  • Comments, replies and @mentions on the report
  • Make every report from the audit template wait for a director's approval before it's sent (Business)

Content locking and approval workflow: Business plan

Practice templates, clauses & specification library
Fenwick ArdenBuilding condition audit FA-R-1187 Sample · fictional business

Method & limitations

  • Visual, non-invasive inspection from accessible areas on 6 May.
  • Concealed and inaccessible elements were not inspected or tested.
  • Ratings describe condition on the day; they are not a compliance assessment.
  • Budgets are opinions of probable cost, to be confirmed by tender.

Daniel FeatherstoneCould the condenser replacement wait until next year's levy?

Ravi, Fenwick ArdenIt can, but we'd add the pipe supports now. We've left it as an option for the committee.

Turn your Word report into a QuoteCloud template

How a practice sets up condition audits once, then writes every audit from it.

  1. Send us your report

    Start a trial and send your current audit report. We convert one template free during the trial.

  2. Save the tables

    Save the rating table, the findings layout and the works price table to your content library.

  3. Lock the wording

    Lock the method, limitations and rating scale so they stay word for word (content locking, Business).

  4. Write the audit

    Your assessor starts from the template, adds the inspection photos, marks them up and fills in the ratings.

  5. Send and track

    Send one link, see when the committee opens it, answer comments, and receive the signed acceptance.

Condition audit reports: questions answered

Is there a building condition report template in QuoteCloud?

Not a stock one. The template library has architecture proposals, agreements and acceptance forms, but no audit or inspection template. Build your report from content blocks, or send us your existing Word report and we convert one template free during the trial on the Essentials, Business and Enterprise plans.

What goes into a condition audit report in QuoteCloud?

Any mix of content blocks: a cover, a Table of Contents block with anchor links, text for the method and summary, tables for condition ratings by element, image blocks with photos marked up in the built-in image editor, a price table for recommended works, comments and an eSignature block for the client's acceptance.

Can the client approve some recommended works and not others?

Yes. Put the recommended works in a price table with later priorities as optional rows. The client ticks the works they approve, the total and tax update, and accepting the report with an eSignature records which works were ticked. Price tables are on the Essentials plan and up.

Does QuoteCloud certify a building as compliant?

No. QuoteCloud is document software. Ratings, observations and recommendations are your assessor's, written into the report. A client accepting the report records that they received it and which works they approved; any certificate or statement your jurisdiction requires remains the practitioner's own document.

Can our assessors capture inspections on site with QuoteCloud?

QuoteCloud is not a field inspection or offline capture app and does not read sensors or building management systems. Assessors take photos and notes on site as they do now, then write the report in the editor, adding the photos as image blocks and marking them up.

Can a director review audit reports before they go to the client?

Yes, on the Business plan. An approval workflow can trigger on the template used, so every report made from your condition audit template goes In Review and must be approved by the named approvers before it can be sent.

Can the building manager get a PDF of the report?

Yes. Reports can be exported as PDF on the Starter plan and up, and content hidden from the recipient is also left out of the PDF. The signed report keeps its certificate of authenticity and audit trail.

More documents a practice delivers

Inspection, site and design reports, and the works that follow them.

Your next condition report, accepted sooner

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