Turn an enquiry into a clear next action.
Bring leads together, qualify the opportunity, prepare the quote and keep follow-up visible.
Lead captureQuotingNurturing
SURVEY & VALUATION WORKFLOWS
Every job, from first enquiry to final report.
Survey Booker connects lead capture, quoting, terms, payments, bookings, job updates, reporting and customer follow-up in one adaptable workflow, helping your team respond faster without adding more administration.
Configured around your practice
One connected customer journey
Clear records at every stage
THE COMPLETE WORKFLOW
One platform supporting the work before, during and after every survey.
Survey Booker gives each stage a clear place within the same customer and job record, so opportunities, instructions, delivery and continued care do not become separate processes.
Connect the practical steps that confirm the job.
Move from accepted quote to terms, payment and appointment without repeatedly entering the same information.
Give every team member a dependable workflow.
Use tasks, reminders and communication to keep work moving.
Deliver the report and retain the relationship.
Keep completion, follow-up and customer access connected beyond the appointment.
FIRST IMPRESSIONS MATTER
Respond while the opportunity is still warm.
Whether an enquiry arrives by phone, online, through a comparison site or from a referral partner, the important information enters one clear sales process.
- Capture the source, customer and property details
- Qualify and quote without rebuilding the record
- Keep ownership, reminders and follow-up visible
Three practical steps. One connected instruction.
Terms, payment and appointment booking remain part of the same job rather than becoming three separate pieces of administration.
Issue the right terms
Prepare and send customer documents with a clear acceptance history.
Keep payment visible
Request, record and reconcile payment against the instruction.
Confirm the appointment
Use live availability to coordinate the right surveyor and time.
ONE CONNECTED JOB RECORD
Different people. Different actions. One version of the truth.
The customer, your internal team, referral partners and connected services can each play their part without creating disconnected copies of the job.
Clear ownershipEveryone can see what needs attention next.
Dependable historyActivity, documents and communication stay together.
Consistent deliveryWorkflows support the process while your team stays in control.
CustomerQuotes · terms · updates
Your teamTasks · appointments · decisions
ONE JOB RECORDSurvey BookerEvery action remains connected
Referral partnerIntroductions · progress · statements
Connected servicesPayments · reports · calendars
REPORT TO RELATIONSHIP
Finish the instruction properly, then keep the door open.
Receive the completed report from supported report-writing software or upload it directly, deliver it securely and retain an accessible record of what the customer received.
Explore report-writing integrations
AFTER DELIVERY
The relationship does not have to end with the PDF.
Keep customer questions and previous communication connected to the job.
Schedule useful communication without making every touchpoint a manual task.
Make it simple for satisfied customers to share their experience.
Survey Booker has allowed us to respond to our clients’ needs quicker. In turn, we’ve been able to focus more on surveyor recruitment and this has increased turnover by nearly 100%.
Survey Booker customer
A CUSTOMER EXPERIENCE THAT STAYS CONNECTED
Useful access for customers. One less place for your team to update.
Your branded portal gives customers another convenient route to the information and interaction available to them, without creating a separate customer record.
Explore the customer portal
EXPLORE EVERY CAPABILITY
Everything working behind the customer journey.
Choose a stage to discover the connected capabilities supporting your team and customers from first enquiry through to continued care.
Bring incoming opportunities together and keep the next action visible.
Capture new enquiries from multiple sources, retain their context and support timely follow-up through one connected sales process.
Bring incoming leads together
Phone enquiries
Log callers while you speak, retain the important job information and move directly to quotation or follow-up.
Website enquiries
Bring online enquiries into the same lead process so your team can respond without copying information between systems.
Comparison-site leads
Receive leads from connected providers, keep the source data together and begin the right response immediately.
Referral partners
Accept referrals through dedicated links, portals and the mobile app, then keep partners informed as work progresses.
API integration
Connect supported external services and pass lead information into Survey Booker to reduce duplicate data entry.
Nurture and convert opportunities
Customised templates
Create reusable communications for different services, customer types and stages of your sales process.
Multichannel communication
Use email, SMS and other connected channels while retaining a clear history of customer contact.
Automated follow-ups
Schedule timely communication after a quotation and reduce the risk of valuable opportunities being forgotten.
Reconnect with ease
Return to dormant or unconverted leads with the previous history and next action already available.
Task management
Give users clear tasks, owners and due dates so responsibility for every next step remains visible.
Connect the practical steps that turn an accepted quote into a confirmed appointment.
Keep terms, payments and appointment activity linked to the same job while giving customers a clear, convenient experience.
Terms and acceptance
Swift digital delivery
Send the correct terms directly from the job record and remove avoidable delays from customer acceptance.
Transparent audit trail
Keep a reliable record of when terms were issued and accepted, supporting compliance and future enquiries.
Effortless automatic storage
Keep accepted terms and supporting documentation connected to the correct customer and job record.
Catering to every customer
Support convenient digital acceptance while retaining a clear manual process where an alternative is needed.
Payment management
Payment requests made easy
Issue a clear payment request at the appropriate point in the workflow and keep it connected to the job.
Accounting integrations
Share financial information with supported accounting platforms and reduce repetitive reconciliation work.
Automatic payment marking
Allow connected payments to update their status automatically where supported, helping jobs progress faster.
Bank-transfer confirmation
Record bank transfers and other manually received payments so the customer record remains complete.
Payment receipt confirmation
Confirm receipt to the customer and retain an accessible history for your team and future auditing.
Appointment booking
User availability at a glance
See the right team members and their availability before offering or confirming an appointment.
Customer and partner communication
Keep customers and relevant partners informed with clear booking details, confirmations and reminders.
Automatic calendar updates
Keep connected calendars aligned as appointments are created or changed, reducing diary confusion.
Keep customers informed while routine activity moves forward in the background.
Build dependable communication into the workflow without losing control over the moments that still need a personal response.
Keep customers confidently informed
A consistent customer journey
Build dependable communications into each workflow so customers receive the right information at the right stage.
Fewer chaser calls and emails
Provide timely progress updates before customers need to ask, giving your team more time to focus on the work.
Confidence in progress
Let customers know what is happening and what comes next, while your team retains control over automated and manual updates.
Complete the instruction clearly and continue the customer relationship.
Bring report delivery, the customer record and thoughtful follow-up together without creating another disconnected process.
Complete and deliver the report
Flexible report submission
Receive reports directly from supported report-writing integrations or upload a PDF when that best suits the job.
A single source of truth
Keep the report, related communications and customer history together rather than across disconnected systems.
Effortless auditing and service
Find what was delivered and when, helping your team answer customer questions and evidence the process.
Continue the customer relationship
Automated customer follow-up
Schedule relevant communications after the survey so continued care is not dependent on a busy diary.
Address customer queries
Keep questions and responses connected to the customer record, making it easier to provide an informed reply.
Effortless review requests
Invite customers to share their experience at an appropriate point without adding another manual task.
Enhance your online presence
Make it easier for satisfied customers to leave feedback that strengthens confidence in your practice.
Continuous customer engagement
Choose which communications to automate and which to handle personally, maintaining a relationship beyond delivery.
Give customers convenient access without creating more work for your team.
Provide another secure route to information, booking, documents and communication while keeping activity connected to the customer record.
Convenient access around the clock
24/7 access to information
Customers can view quotes, services and relevant documentation at a time that suits them, even when your office is closed.
Effortless booking
Provide another convenient way for customers to select services and begin or progress their booking.
Access to previous reports
Give customers secure access to reports and documents retained within their portal history.
Direct communication
Complement telephone and email contact with another straightforward route for customers to interact with your team.
EXPLORE THE COMPLETE PLATFORM
More specialist capability, all working together.
Choose an area to see how Survey Booker supports the wider needs of a modern surveying practice.
01Sales growthLead capture, research, allocation, nurturing and conversion→
02Referral partnersPortals, mobile referrals, tracking and statements→
03ComplianceAudit trails, records and secure document control→
04IntegrationsConnect reports, payments, accounts and calendars→
05CommunicationEmail, SMS, messaging and calls connected to the job→
06Performance analysisOperational insight that supports better decisions→
07Team managementAvailability, appointments, tasks and secure access→
08Panel managementRouting, partner allocation, governance and reporting→
09Web and mobile appSecure access in the office and while working remotely→
One evolving platform. Different ways of working.
Explore how Survey Booker supports connected survey and valuation workflows alongside longer-running project work.
01Survey & ValuationFollow the connected customer journey from enquiry and quotation through to reporting, follow-up and review.Explore this workflow →
02Project ManagementBring structure, visibility and consistent communication to projects that continue across multiple stages.Explore project management →
SEE IT IN YOUR OWN WORKFLOW
Discover what Survey Booker could do for your practice.
Book a tailored demonstration and explore how Survey Booker can support the way your team handles survey and valuation work.