The most comprehensive CRM and Survey Management System for surveyors.
From independent surveyors to some of the UK’s largest surveying businesses, connect your entire operation from first enquiry to final report. Bring sales, customers, teams and panel partners together, with automation and personal support behind you.
The most comprehensive CRM and Survey Management System for surveyors.
From independent surveyors to some of the UK’s largest surveying businesses, connect your entire operation from first enquiry to final report. Bring sales, customers, teams and panel partners together, with automation and personal support behind you.
Everything you need, all in one platform
Powerful CRM tools, automated workflows and seamless integrations that future-proof how you work and the service levels your customers expect.
Your first instruction.
Your next team.
Your entire operation.
Choose the support you need today, with the breadth to support the business you want to build.
More time for your customers.
Keep enquiries, administration and the customer journey organised when you’re running the business as well as doing the surveying.
Explore independent practices → 02 / GROWING FIRMSConsistency as you grow.
Connect team responsibilities, workloads and follow-up as more instructions and referral opportunities come in.
Explore growing firms → 03 / ENTERPRISEControl across your operation.
Coordinate internal teams and external panel firms, govern information sharing and review performance across the business.
Explore enterprise capability →
Your people and partners, connected.
A large operation.
A connected view.
Supporting some of the UK’s largest surveying businesses, Survey Booker brings internal teams, external panel firms and operational oversight into one connected platform.
Your network. Your controls. Route work by coverage and survey type, offer jobs to eligible panel firms and choose what partners can see. Firms can use a dedicated Panel Portal or connect their existing Survey Booker accounts.
Bring team structures, responsibilities, partner governance and reporting into the way your business operates, with visibility from enquiry through to completion.
Surveys, projects and panel work.
Connected from start to finish.
Choose the way you work to see how Survey Booker helps you manage every stage with greater clarity and control.
Efficient survey and valuation workflows
Our tailor-made survey and valuation workflows streamline every step, from the initial enquiry through to the all-important final report.
Designed with surveyors in mind, Survey Booker gives you the tools to manage quotes, terms, payments, customers and your team throughout every job.
Explore survey workflows
Project management designed for surveyors
Effortlessly manage longer-term and multi-stage work with an adaptable project management system built around the needs of surveying practices.
Set up each project, allocate responsibilities and keep tasks, correspondence, appointments, documents and payments connected in one central place. Your team gains a clear view of what has been completed, what comes next and who is responsible, helping projects progress without important details being missed.
Explore project management
Extend your reach.
Keep control of delivery.
Connect your internal operation with external surveying firms. Route opportunities by coverage and survey type, then automatically offer booked jobs to eligible partners or select a panel firm manually.
Give partners a dedicated Panel Portal or connect their existing Survey Booker accounts. Control the job information they can see, manage partner requirements and follow live progress through to completion.
Review offers, acceptance, completed jobs and fees with panel reporting and statement views.
Explore panel management
first 6 months
Starting a new surveying business?
Give your new venture the strongest possible start with systems designed to bring efficiency, consistency and control from day one.
Survey Booker helps you streamline your processes early, freeing you to focus on building customer relationships, delivering a professional service and growing your business with confidence.
*Offer available to new UK-registered businesses established within the past 12 months. Discount applies only to Plus and Pro Plans.
Features to help your practice thrive
Manage surveys, valuations and projects with ease. Explore how Survey Booker helps you convert leads, save time on administration and keep compliance covered.
01Sales and Lead Management
Unleash your business’s full sales potential with optimised sales processes.
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02Panel Management
Allocate work to trusted partners and track offers, progress, completion and fees.
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03Compliance
Keep terms, documents and communication together to support consistent processes.
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04Communication
Harness the power of diverse, connected communication channels.
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05Team Management
Empower your team with the clarity and tools needed for surveying success.
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06Performance Analysis
Make informed decisions with clear, data-driven insights.
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07Referral Partner Portal & App
Make sharing leads and following updates easier, in the office and on the go.
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08Customer Portal
Transform the customer experience with a secure portal personalised to your brand.
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09Web and Mobile App
Surveyor and referrer apps, plus mobile-friendly web access for your customers.
Discover more →Discover the power of integration
Connect the systems your practice relies on, keep information moving and remove repeated data entry. Explore each category to see how Survey Booker creates a more joined-up way of working.
Turn new enquiries into action, automatically
Bring leads from trusted directories, referral sources and your own website straight into Survey Booker. New prospects can be recorded instantly, triggering welcome emails, nurture activity and follow-up tasks without rekeying their details.
Move smoothly from instruction to payment
Send pre-filled terms for secure electronic signature, save completed documents back to the correct job and give customers convenient ways to pay. Connected processes reduce errors and keep every stage of the instruction moving.
Connect the job record to the final report
Create reporting jobs with the right surveyor, appointment, template and booking information already in place. When work is complete, reports can flow back to the linked Survey Booker job, helping the right document reach the right customer.
Bring property intelligence into your workflow
Launch connected research tools directly from the job record and work with relevant property information without breaking your flow. Data and outputs can stay associated with the instruction, supporting efficient preparation and a stronger audit trail.
Keep every customer conversation connected
Send automated and manual messages through familiar providers while replies and communication history remain linked to the job. Your team gains a clearer view of what was sent, received and agreed.
Make every call part of the customer record
Initiate calls directly from a job, recognise customers when they call and record notes against the correct contact. Compatible telephony connections help your team provide a more personal response without losing the audit trail.
Keep financial administration in step
Use connected automation to support invoices, payment notifications and account updates across Survey Booker and your preferred finance tools. Information moves more consistently, reducing avoidable duplication and manual errors.
Extend your connected practice even further
Link calendars, analytics, reporting tools and thousands of additional applications through flexible connections. Build automations around the software your practice already uses and keep more everyday activity flowing.
Go live with confidence.
Keep growing with support.
From your first conversation to everyday use, our team helps you get more from Survey Booker. Bring your workflows, your questions and your ambitions: onboarding is the beginning of the relationship.
Practical sessions to help you personalise the system and prepare your team.
Support and account management to help with questions and changing needs.
Knowledge resources and feature webinars to help your team get more from the platform.
Trusted by industry pioneers
We power surveying practices across the industry, from individuals to enterprise. Join the growing number trusting Survey Booker to help take their business to the next level.
Explore customer stories
“I don’t think I realised until I started using Survey Booker the amount of challenges and inefficiencies I had within my process.”
Fraser · Holywell Surveyors
Read their story →“I have saved so much time on administration—it is unreal. I can see exactly where I am at every stage and respond accordingly, while the system does the majority of the legwork.”
Dean · Lock & Key Home Surveys
Read their story →“Since using Survey Booker, we have seen our business grow year on year. Our systems are streamlined, administration time is reduced as low as possible, and it makes us look much more professional.”
Mat Barnes · Streetwise Surveyors
Read their story →“Before Survey Booker, we were probably working until seven o’clock most evenings. Now I finish at five most days and do not work weekends. I did it to get time and have my life balance back.”
Jeremy Brady · niSurv
Read their story →“Time saved on administration is invaluable. It has been the difference between growing the business and having to recruit more administrative staff than reasonably required.”
David · Landview Surveyors
Read their story →“Once the work is put in at the front end and everything is fully customised, most interactions can be dealt with at the click of a button. As a small practice and somebody on the go all the time, that is exactly what I wanted.”
Gary Graham · HomeCheck Surveyors
Read their story →“The connected process reduced the team’s administration from enquiry to report by as much as 85%, creating more time for customer service.”
Matt Billingham · Precise Chartered Surveyors
Read their story →See what Survey Booker could do for your practice.
Choose a tailored live demonstration or start with an informal conversation about the challenges you want to solve.
Find your appointment
Choose your preferred date and time on the next page.