Your Report Templates Are Worth Protecting. Even From Microsoft Word.

Every surveying firm has its own way of presenting reports.  Some have spent years developing their templates.  Others have carefully designed layouts to meet particular client requirements.

Either way, those templates are there for a reason.  So it’s frustrating when a perfectly good report gets pasted into Word and the formatting immediately falls apart.

Why Templates Matter

A consistent report template helps maintain professional standards across a business.  It also makes reports easier to prepare, review and read.

But templates can be surprisingly complicated.  There may be different heading styles, tables, page layouts, automatic numbering, headers and footers.

Add photographs, appendices and a few unusual tables, and even a relatively straightforward report can become difficult to format.

The Problem With Copying and Pasting

Speech-to-text and AI tools are useful for preparing content, but moving that content into an existing Word template can create additional work.

Headings lose their styles.  Paragraph spacing changes.  Tables don’t always behave as expected.  Occasionally, an entire document seems determined to develop a layout of its own.

If you’ve spent enough time using Word, you’ll know exactly what we mean.

We Work With Your Existing Templates

Our document formatting services are designed around the way your firm already works.

We can prepare reports directly within your existing templates, following your preferred formatting and document structure.

That might involve a building survey, a valuation report, a photographic schedule of condition or a dilapidations schedule.  We also provide copy typing services for scanned documents and other material that needs converting into editable Word files.

Consistency Without the Extra Work

For firms producing large numbers of reports, consistent formatting can make a considerable difference.  It reduces the amount of time spent correcting documents and helps maintain the presentation standards your clients expect.

You don’t necessarily need to replace your templates or change the way your surveyors prepare reports.  Sometimes you simply need someone who knows how to use them.

 

BackupTyping provides professional Word document formatting services for surveyors and other property professionals. Send us your existing template and we’ll work within it.  Contact us on 020 7096 1663 or hello@backuptyping.co.uk.

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