Question 1

What is SurveyOS?

Accepted Answer

SurveyOS is an AI platform that automates order intake, property research, pricing, and document retrieval for land survey firms nationwide. It connects to email, portal, and phone intake, then runs lot research, FEMA lookups, AI complexity scoring, and pricing in the background. Built in Miami by OTZ Group.

Question 2

What does SurveyOS automate for a survey firm?

Accepted Answer

Five things: order intake from any channel, property research (lot size, flood zone, FEMA panel, legal description), AI complexity scoring from satellite imagery, pricing rule application using your firm's exact logic, and document retrieval from county clerk portals. The output is a field-ready packet, generated automatically.

Question 3

Where does SurveyOS work, and which counties does document procurement cover?

Accepted Answer

Order intake, property research, FEMA lookups, and pricing run nationwide, any county, any state. Automated document procurement, pulling plats and deeds from county clerk portals, is live in select high-volume Florida counties and expands by client request, typically within 2 to 4 weeks of a priority signal.

Question 4

Can SurveyOS retrieve plats and deeds from any county?

Accepted Answer

For counties where automated procurement is live, yes, plats and deeds are pulled automatically. For counties not yet live, the platform leaves an upload slot inside the order so your team or research analyst can drop the documents in manually until automated retrieval ships for that county.

Question 5

How does SurveyOS handle special municipalities like City of Miami ATLA sheets?

Accepted Answer

ATLA sheets and other municipality-specific documents not hosted on a standard county clerk portal can be uploaded directly into the order. The same goes for easements, cross-access agreements, or any record outside the standard plat, deed, and property appraiser set.

Question 6

What documents does SurveyOS retrieve for each survey order?

Accepted Answer

The standard packet includes the deed (most recent, plus oldest where needed), the plat (full document and a snip of the specific lot), the property appraiser page, FEMA flood zone determination, and a county benchmark for elevation surveys. Custom documents can be uploaded per order.

Question 7

How does SurveyOS deliver field-ready packets to crews?

Accepted Answer

As a single multi-page PDF organized for field use. Crews can email it, print it, or access it live on a tablet. Each document is labeled and ordered so the field tech knows exactly what they're looking at, without flipping through a zip file.

Question 8

Can SurveyOS connect to my existing operations software via API?

Accepted Answer

Yes. Individual modules (property research, document retrieval) can be called via API so firms with their own ops platform can layer SurveyOS onto an existing workflow. Module-level access is priced separately from the full platform license.

Question 9

How much does SurveyOS cost per month?

Accepted Answer

Three tiers: $500/mo (Quote Ready: intake, research, pricing), $750/mo (Research Ready: adds document retrieval), and $1,000/mo (Field Ready: full automation through crew-ready packets). Each includes per-order processing that scales down with volume.

Question 10

Does SurveyOS charge per order or by subscription?

Accepted Answer

Subscription. There is a per-order processing component, but the model is built so volume increases reduce marginal cost. There is no flat per-search fee that disincentivizes use. The goal is to make running searches effectively free at the margin so your team always reaches for the platform.

Question 11

What does SurveyOS setup cost?

Accepted Answer

One-time setup is $2,000 to $3,500 depending on tier. It covers scoping, pricing-rule configuration, county setup, integration testing, and go-live support. Onboarding typically completes in 2 to 6 weeks from kickoff.

Question 12

How does SurveyOS apply my firm's pricing rules?

Accepted Answer

During scoping we encode your exact rules: lot size tiers, county add-ons, flood-zone surcharges, complexity modifiers like seawall or boat lift, vegetation density, and rush fees. Each rule is applied consistently on every quote, and your team can add or remove factors per order.

Question 13

How long does SurveyOS onboarding take?

Accepted Answer

2 to 6 weeks total. Week 1 covers scoping, pricing-rule capture, and county setup. Weeks 2 to 4 run validation against your historical orders. Weeks 5 to 6 are user training and go-live. Most firms run their first automated quote by the end of week 1.

Question 14

Do I own my survey data and quotes?

Accepted Answer

Yes. License model, no IP transfer. Historical orders, configurations, client records, and generated quotes remain fully yours during and after the engagement. Data is isolated per tenant: no cross-firm visibility, ever.

Question 15

Who builds SurveyOS?

Accepted Answer

SurveyOS is built by OTZ Consulting Group LLC, a Miami-based AI implementation firm founded by Matthew and Mychal Ortiz. OTZ ships production AI systems for SMBs across operations, healthcare, and retail. More at otz.group.

Document Procurement Florida county coverage.