Surveyor software: practice management and CRM
RegiaPro is surveyor software that handles the business side of your practice, alongside the CAD, surveying and land registry programs you already use. If you deal with land registry work, building permits and property sales, the CRM holds the owners, notaries and estate agents to follow up, and the management side holds fee proposals, signed engagements, payments and invoices for every case. In the walkthrough below, the surveyor’s trade is already selected.
Built for more than 50 trades: this one is already set up for yours
Engagement accepted
documents and deadlines in one record
Today in RegiaPro
Example with made-up data
9
Active engagements
+2 this month
4
Deadlines
this week
€5,800
To be collected
3 fee notes open
Engagement accepted by the client
8 min ago
Fee note sent
yesterday
Case deadline on Friday
yesterday
- Free for 14 days, no card needed
- Works in the browser, on your phone too
- Calendar synced with Google and iCloud
- WhatsApp messages already written
- Invoices from your Fatture in Cloud, from the Pro plan
- Public prices, the same for everyone
Type of work
What do you do? If you can’t find yours, the last option is just fine.
What do you need? The basics for surveyor software: practice management and CRM are already switched on. Switch on what you really need: we pick the package from here.
Your RegiaPro is ready.
Tap a plan: below you see what is inside.
There is only one price list. Photo galleries come with every plan: if you don't deliver photos you simply don't open them, and the price stays the same. Compare all the plans
What you get with
The menu
An enquiry record
The fields of your trade are highlighted
The stages of the job
Where every job stands, at a glance
A surveyor’s cases depend on other people: the council answering your request for records, the notary setting the completion date, the owner who can’t find the title deed. You prepare floor plans and DOCFA filings with your technical software; RegiaPro surveyor software keeps track of who asked for what, how much you proposed and who still has to pay, from the browser, on your phone too. The first plan starts at €19.90 a month.
What you’ll find inside RegiaPro: from enquiry to invoice
One program for clients, proposals, engagements and invoices. Tap a card to see how it works.
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One record per client
Calls, quotes, contracts and payments in date order: when they call back six months later, you know at once where you left off.
The Lead module -
Who to call back today
Every morning, the list of people to get back to, with the WhatsApp message already written. It goes from your own number, when you decide.
Follow-ups and messages -
Quotes from your own template
The PDF with your logo, sent as a link: you know when it was opened. If there is no reply, the program brings it back to you after 3, 7, 14 and 30 days.
The quote -
The contract without retyping
It comes from the accepted quote, with the details already in, and comes out as a PDF ready to sign. From the Pro plan.
Which plans include it -
The site visit
It is a stage of the job, with its own date; the travel cost is worked out on the real route.
The costs of each job -
Consulting on a retainer
The draft invoice for each period gets ready on its own. From the Pro plan.
Fees and renewals -
Deposit, balance and invoice
Deposit and balance are recorded separately, each with its own date. The invoice comes out of the record with numbering that carries on by itself: from the Pro plan, with the XML file from the Studio plan.
The plans compared -
The calendar you already have
Appointments and jobs in your phone’s calendar: RegiaPro connects to Google Calendar and iCloud.
The connected calendar -
What is really left
A job’s costs come off that job, the business costs off the year: in December you know what is left, not just what came in.
The figures of each job -
From your phone, on site
It works in your phone’s browser: open the client’s record and attach photos and documents, up to 15 MB each.
How it works
RegiaPro up close: the real screens
This is what the program looks like inside. Sample data: the clients, the jobs and the amounts are made up.
Surveyor software for the independent surveying practice
RegiaPro is built for the surveyor who works alone or with one collaborator, for private clients, estate agents and notaries’ offices. These are the cases that are easiest to follow with a record for each.
Land registry entries, updates and transfers
Registering new buildings, updating plans after internal changes, transfers of title, subdivisions: short jobs but lots of them, each with its own owner and its own cadastral data.
CILA, SCIA and late notifications
CILA, SCIA, late notifications for work already done: jobs that go through the council and often come to light during a property sale.
Property sales with a completion date at the notary
The integrated technical report the notary asks for, the planning and land registry compliance check before completion, sometimes the energy certificate: all against a fixed date.
Land surveys, valuations and inheritances
Surveying a plot of land, valuing a house to split an inheritance, the estate with its transfers of title: jobs where the longest part is gathering documents from the family.
Where surveyors lose track
You know the technical work by heart. You lose track elsewhere: which notary is waiting for which report, how far the records request has got, who asked for a quote for a land registry entry and never replied. The RegiaPro CRM tracks people and follow-ups; the management side tracks quotes, engagements, payments and invoices.
Day one: your open land registry and council cases
Start by entering your open cases: one record each, with the date that matters, completion or filing, and the documents already collected. The next day the calendar shows your confirmed deadlines and every record tells you what is still to be paid.
CRM for surveyors: owners, notaries and records requests pending
A surveyor has many clients who come back now and then and a few who bring work all year, such as notaries and estate agents. Here are six typical snags in a surveying practice, and how RegiaPro sorts them out.
The notary’s office rings about a client
They give you name, phone and completion date, and the scrap of paper with your notes ends up under the keyboard.
In RegiaPro you open the record straight away, with the source you named “Notaries” in Settings.
The records request doesn’t come back
You asked the council for the building permits three weeks ago, and meanwhile completion is getting closer.
In RegiaPro you attach the request to the record and use the important note to remind you to chase it up a week before the date.
The owner sends half the documents
The title deed yes, the old permit no; the land registry extract by email, a photo of the floor plan on WhatsApp.
In RegiaPro every paper is uploaded to the case it belongs to: PDF scans, photos, Word files, up to 15 MB per document.
The quote for a land registry entry gets no reply
The client asked how much it costs and then vanished, perhaps because they asked another practice.
In RegiaPro, once the proposal is sent, the record reappears among those to follow up at 3, 7, 14 and 30 days.
The same family comes back years later
First the estate, then selling the house, then subdividing the land: every time you start hunting again for tax codes and deeds.
In RegiaPro the billing details stay linked to all of that client’s records, and a search by name shows them together.
You don’t know what each notary is worth
At the end of the year you know you did a lot of work for two notaries’ offices, but not how much it brought in.
In RegiaPro you just create the “Notaries” source: the Report adds up the fees received through that channel and takes off the draughtsman and mileage.
The integrated technical report in your software: a property sale step by step
Here is a property sale case followed inside RegiaPro, from the phone call to payment. Names, dates and amounts are made up and are only there to show the process, not to suggest a fee.
The case: the parents’ house to sell by November
On 22 September a notary’s office rings you about Anna, who has inherited her parents’ two-storey 1968 house with a garage and is selling it: completion is set for 14 November and the notary wants the integrated technical report on planning and land registry compliance.
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The phone call becomes Anna’s record
You open the record with Anna’s name, phone, email, the “Notaries” source and the town where the house is. In the “Who the documents are made out to” section you enter Anna’s tax details once, for the engagement and the invoice. In the notes you write the sheet and parcel numbers, year of construction, the notary’s name and the completion date. With the record saved, you attach the land registry extract, the cadastral floor plan and the estate declaration Anna sends you that same evening.
Follow-ups and messages -
The proposal for the integrated technical report
On 24 September you enter the amount on the record, €650, and generate the fee proposal: a PDF with your practice’s details at the top and Anna’s name below, the wording you always use and how long the offer is valid. Under the single fee line, the note lists the work: land registry searches, records request at the council, site visit and survey, comparing the actual state with permits and plans, a signed report for the notary, with council fees paid by the owner. You email it from the record and the status changes to “Quote sent”.
The quote from your template -
The site visit finds a discrepancy
On 3 October, during the site visit, you notice that on the ground floor a wall was moved years ago and the cadastral plan doesn’t show it; the permits found at the council don’t include the change either. You need a late notification for the internal works and an updated plan filed with DOCFA. You raise the fee to €1,550 and redo the proposal for the same case: 41/2026-P replaces 40/2026-P, which stays archived just as you sent it.
The quote from your template -
Anna signs the engagement and the authorisation
On 6 October Anna accepts. With the Pro plan the engagement letter is generated from the case: your practice’s template is titled “Letter of professional engagement” and states, among other things, that penalties and taxes are paid by the owner and that timings also depend on the council’s replies. RegiaPro fills in the owner’s personal details, tax code, date, fee and sequence number, and the list of work comes from the notes. Anna signs it at your office together with the authorisation for the records request.
The contract, from the Pro plan -
The notary’s date on the calendar
You set the record to “Confirmed” with the date 7 November, a week before completion, the day you want to hand over the report: it appears on your Google or iCloud calendar. In the important note you write “check the DOCFA receipt has arrived and attach it to the report”: the reminder falls due on 31 October.
The connected calendar -
Late notification, DOCFA and the garage keys
On 13 October you file the late notification and on 20 October the DOCFA; you attach the receipts to the record. To remind Anna about the garage keys you use the WhatsApp message you keep ready for these cases: it opens from the case with her name already filled in, and you send it yourself. On 6 November you sign the integrated technical report, deliver it to the notary’s office and send Anna a copy by writing to her from RegiaPro with the PDF attached, and the log keeps a record of it.
Follow-ups and messages -
The draughtsman, the bank transfer and Anna’s invoice
On the record you enter the draughtsman who redrew the plans, €120. On 7 November Anna’s €1,550 bank transfer arrives: you note when and how she paid. From the Pro plan, the invoice is issued from the case, made out to the owner and numbered in sequence with the others that year.
Invoices and payments in the plans
The numbers on Anna’s case
An engagement worth €1,550, minus €120 for the draughtsman: €1,430 left, before tax, contributions and hours worked. The record holds two quotes, the signed engagement, the authorisation, the receipts for both filings, the report, the invoice and the email with Anna’s copy. In the Report that payment goes into the year’s margin and into the line for work that came from notaries.
Report, DOCFA and Anna’s completion: the table (made-up data)
| Date | What happens | What you do in RegiaPro |
|---|---|---|
| 22 September | Call from the notary’s office | Record with the “Notaries” source, land registry extract and estate declaration attached |
| 24 September | Proposal for the report, €650 | Quote 40/2026-P with the work in the note, status “Quote sent” |
| 3 October | Undeclared moved wall | Quote 41/2026-P for €1,550 with late notification and DOCFA |
| 6 October | Anna accepts | Engagement PDF signed with the authorisation, record confirmed |
| 13 - 20 October | Late notification and DOCFA | Receipts attached to the record |
| 31 October | One week to delivery | Important note reminder about the DOCFA receipt |
| 6 - 7 November | Report delivered to the notary and payment | Copy to Anna by email, bank transfer logged, invoice |
Land registry updates and DOCFA: short cases in the CRM
Land registry entries, updates and transfers are the daily work of many practices: a few days each, but dozens a year. Even the shortest case deserves a record, because the owner will come back.
A record even for a quick transfer
Owner’s name, town, cadastral data in the notes, agreed amount: a few fields are enough to find, years later, who it was and what you filed.
Title deed and land registry extract to request
Title deed, up-to-date land registry extract, any building permit, authorisation: you keep the list saved as a WhatsApp message and send it from the case, with the owner’s name already in place.
DOCFA and PREGEO receipts attached
The DOCFA or PREGEO receipt, the plan filed and the previous one stay attached to the record as PDFs. When the owner sells, ten years later, you still have them.
Land registry fees written down up front
In the quote note you state which taxes and fees the owner pays, so your own fee stays clear and doesn’t get mixed up with the amounts owed to the offices.
Heirs, estates and transfers of title
With an estate, documents come from several heirs. The record’s notes hold each one’s contact details, and the log remembers when you wrote to the client and which documents you have already sent.
Surveyor’s fees: quotes, retrospective permits and payments in your software
Anyone looking up what a surveyor charges for a CILA or a retrospective permit wants a clear answer. A surveyor wants a proposal that leaves no doubt and a simple way to know who has paid. In RegiaPro both sit on the same record.
A surveyor’s fee proposal in minutes
The amount goes on the record, the work in the quote note, the validity period in the template text. The PDF carries your logo, your practice’s details and the client’s details, and goes out by email without leaving the record.
The retrospective permit found at the site visit
A retrospective permit often turns up along the way. The proposal redone on the same case gets a different number and the first one doesn’t disappear: the owner compares the two and understands the difference.
Fee and insurance in writing
The fee must be given to the client in writing, together with the complexity of the job and the details of your professional indemnity insurance: the numbered, dated quote is the document that proves it.
Owners with an outstanding balance
Advances and instalments are noted on the case, with date and payment method. As soon as you open RegiaPro you see which owners still have a balance outstanding.
Surveyor’s invoices from the Pro plan
It is created from the case, made out to the owner, with numbering that restarts every 1 January; for surveyors on the flat-rate scheme the exemption wording and the stamp duty are added automatically. With Studio every invoice also becomes an XML file to transmit, and when you close the year you download them all at once for your accountant.
Car, office and software for a surveying practice
If you choose project-based work, the overheads page uses categories for a technical practice, such as “Car and site visits” and “Office and rent”, and the Report takes them off the year’s result.
A real view of overheads in RegiaPro, with made-up figures: each category with its total for the year. A draughtsman paid for a single case is noted on that case instead.
Want to see it with your own work?
Fourteen days with the Full plan features, no card needed. Then you decide.
Free photos from Pexels and real screenshots of the software, with made-up data.
A surveyor’s engagement letter: what to put in it
A signed engagement avoids arguments when the council asks for more information or the case drags on. With the RegiaPro Pro plan the engagement wording is always the same, and the owner’s details are pulled from the case every time.
Searches, survey, DOCFA: what the engagement covers
What the engagement covers: land registry searches, records request, survey, building application, DOCFA, report. Anything that only applies to one case goes in its notes, and the engagement picks it up through the placeholder provided.
Penalties, taxes and administrative fees
Who pays penalties, administrative fees and land registry taxes, and how the amounts are communicated to you. Written at the start, it avoids surprises when it’s time to pay.
Office timescales and the owner’s documents
When you will deliver, what the owner must provide, what depends on the offices. The agreed date appears in the engagement without having to type it again.
Case fee and payment
Fee, advance and balance are taken from the case, as are the owner’s personal details and tax code: no gap between the figure signed and the figure received.
Engagement and authorisation signed at the office
It is printed and signed at your office, often together with the authorisation for the records request; the signed copy stays uploaded to the case.
Surveying software: land registry, cases or CRM?
Anyone searching for surveyor software mostly finds technical tools: on Google Italy the first page of results is CAD, surveying and land registry. Widening the search to practice management software, on 14 September 2026, we opened two product sites aimed at surveyors: both lacked a price and an FAQ section, and CRM never appeared in any of the headings we found.
| Case management software for technical practices | Technical software for surveyors | RegiaPro, business software and CRM | |
|---|---|---|---|
| Who it's for | Practices that want to track cases, registers and deadlines | People who draw, survey and prepare land registry filings | Independent surveyors and small practices with private clients, notaries and estate agents |
| What it handles | Cases, documents, deadlines, contacts | Drawings, surveys, land registry files | Clients, sources, quotes, engagements, dates, payments, invoices |
| Price | Not stated on the pages we read | Varies from software to software | From €19.90 a month, published |
| How to try it | Demo or downloadable version | Trial version | 14 days with the Full plan switched on |
Right for the surveying practice that
- works for owners, notaries and estate agents and gets lots of short cases;
- needs to know who is waiting for a quote, what has been signed and who still has to pay;
- wants a public price before asking for a demo.
What a surveyor gets from day one
- one record per case, with owner, source, notes, attachments and log;
- numbered fee proposals and, with Pro, engagements to sign and invoices;
- confirmed dates on your phone’s calendar, ready-made WhatsApp messages and the Report by source.
How to start: three steps, no card needed
You sign up, try it on your real work, and only decide at the end.
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Sign up in a minute
Your name, your business name and your email. We don’t ask for a credit card: access starts when you confirm your email.
Start the trial -
Set it up for your trade
Menus, record fields and job stages speak your language. You connect the calendar you already use.
Choose your trade here -
Try everything, then choose
Fourteen days with the Full features. At the end you choose a plan, or you stop: nothing renews on its own.
See the plans
How much RegiaPro surveyor software costs
Our price list is public. A surveying practice needs three plans and the trial.
Start for the independent surveyor: €19.90 a month
€199 if you pay yearly. Unlimited cases, automatic follow-ups on proposals, saved WhatsApp messages and ten fee proposals a month. Engagements and invoices come with Pro.
Pro for the practice that files cases: €34.90 a month
€349 if you pay yearly. Adds the completed engagement letter and the numbered invoice, ready for the flat-rate scheme too. It suits a practice that files cases every week.
Studio with e-invoicing for surveyors: €59.90 a month
€599 if you pay yearly. Includes sending XML to the SdI and downloading all the year’s invoices in one go.
Fourteen days on your next land registry case
Fourteen days with every Full feature and no payment details needed. Access opens by itself as soon as you confirm your email; when the trial ends, you choose.
If you need to deliver photos and videos, there’s Full at €44.90 a month. The differences, item by item, are on the pricing page.
Why you can trust it: your data stays yours
What matters before you put your clients into a new program.
Your data stays in Europe
On servers in Europe. Each business sees only its own data: the database itself enforces the separation.
If you stop, your data stays yours
The account goes read-only and nothing is deleted unless you ask. We send you a copy in a readable format.
Prices written up front
A public price list, the same for every trade: you can read it on the pricing page before you sign up.
You talk to a person
Born in a studio in Tuscany, not in an office. Write to info@regiapro.it or use the contact page.
FAQ for surveying practices
I already use surveyor software for DOCFA, PREGEO and drawings: does RegiaPro work alongside it?
Yes, you keep preparing technical files in your usual programs. In RegiaPro you upload receipts, filed plans and delivered PDFs to the case, and keep proposals, engagement, payments and invoice for the same owner next to them.
How do I mark that a job came from a notary or an estate agent?
In Settings you create your own sources, for example “Notaries” and “Estate agents”, and pick them on the record. The Report gives you, for each one, the fees received and the profit after case costs.
Where do I write the sheet, parcel and sub-unit numbers?
In the record’s notes, together with the address and year of construction. Extracts and plans are attached as PDFs, so the cadastral data sit next to the documents that confirm them, and searching for the owner’s name brings everything back.
How do I update the quote if the site visit changes the case?
You change the amount on the record and prepare a new quote with the extra work written in the note. It gets a new number, and the earlier one stays archived with the figure the client received.
Can I attach DOCFA and PREGEO receipts and council filings?
Yes. On a saved case you upload receipts, plans, building permits and signed authorisations, as PDF, Word, JPG or PNG, up to 15 MB each. They stay on the case, ready to print for the notary or email to the owner.
How do I prepare the engagement letter for signing?
On the Pro plan you set your practice’s title and clauses just once. For each case RegiaPro fills in owner, tax code, date, fee and number, plus the work you noted; then you print it and have it signed.
Can the same owner have more than one case?
Yes, each case has its own record and the billing details link to all of them. Searching by name, phone or email brings up that client’s records, including archived ones from previous years.
How do I get started with cases already open?
Create a record for each case in progress, with the date that matters, the documents collected and what the client has already paid. Past clients you add when they come back with a new case.
Can I use it during a site visit?
Yes, RegiaPro opens in the browser on your phone too. On site you reread the notes with the cadastral data, and attach photos of the existing state to the case record straight away.
Page updated on 14 September 2026. We tested each feature described here in RegiaPro; Anna, the notary and the case amounts are fictional, and the comparison comes from public pages viewed on the same day. Think the software does something differently? Write to us at info@regiapro.it and we’ll review the paragraph.
Try RegiaPro on your next surveying case
When the next call comes from a notary or an owner, log the case in RegiaPro and follow it until you issue the invoice: half a month is enough to see whether your practice runs with less stress. During the 14-day trial you get all of Full; at the end you decide whether to stay.
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