PLANS THAT EVOLVE WITH YOUR PRACTICE

Choose the capability you need now, with room to grow further.

Every Survey Booker plan brings your essential sales, job and customer processes together. Move through the plans as your team, integrations and operational requirements become more advanced.

FIND YOUR FIT

Four plans. One connected platform.

Monthly payment shown. All plans are subject to a 12-month contract.

01

Plus

Great for individuals and small firms needing strong core processes at an accessible starting point.

From£95per month
  • 2 user licences included
  • Core sales and job management
  • Customer and introducer accounts
  • Essential integrations and automation
Join Plus →
03

Advanced

Perfect for medium-sized businesses managing teams, richer integrations and more sophisticated processes.

From£475per month
  • 5 user licences included
  • Advanced team and reporting controls
  • Report-writing and VoIP integrations
  • Post and Patch API access
Join Advanced →
04

Enterprise

Tailored for larger businesses requiring custom scale, deeper connectivity and advanced operational control.

PricingCustombuilt around your requirements
  • Custom user and usage allowances
  • Enterprise APIs, webhooks and SSO
  • Customised onboarding and support
  • Complex team and workflow requirements
Request a call →
NOT SURE WHERE TO START?

Find a useful starting point in three quick choices.

This guide offers a simple indication based on the capabilities most relevant to you. Our team can then help confirm the best fit and any appropriate bolt-ons.

01 · YOUR TEAMHow many users do you initially need?
02 · YOUR PRIORITIESWhat best describes what you need?
03 · YOUR TECHNOLOGYHow connected does your setup need to be?
YOUR INDICATIVE STARTING POINTChoose one answer in each section

We’ll suggest a plan when all three choices are selected.

FULL PLAN COMPARISON

Explore every inclusion without losing your place.

Open only the categories that matter to you. Focus on one plan or show only the features that differ.

01Personalisation features10 features+
User licencesIndividual accounts with personalised permissions. Extra licences are available; speak to the team.
235Custom
Custom brandingApply your logo and brand colours across customer-facing account pages.
✓✓✓✓
Website quote formCollect property and customer information for instant, estimate or manual quotes.
✓✓✓✓
Customised website quote formsCreate multiple forms with tailored questions, visibility and styling.
——✓✓
Custom booking-page questionsCollect additional information during customer booking.
——✓✓
Additional quote-form questions and job-summary pointsExtend quote forms and tailor the service summary shown to customers.
———✓
Quick and easy address lookupHelp customers enter accurate property addresses more quickly.
Find by postcodeFind by postcodeFind by postcodeAutocomplete
Custom footer textAdd your own footer wording alongside required platform information.
——✓✓
Customise customer-portal textPersonalise instructions and information shown at each job stage.
———✓
Custom fields on job recordsCollect, export and share the additional data your practice requires.
✓✓✓✓
02Communication features6 features+
Email integrationsConnect email addresses, send messages and retain replies against records.
✓✓✓✓
Automated email templatesSend branded, editable emails automatically throughout the customer journey.
✓✓✓✓
AI email composerCreate manual emails using permitted company, job and email context. Plan-based token allowances apply.
✓✓✓✓
Custom email templates and attachmentsCreate reusable manual templates and attach standard documents.
51020Custom
Email versioningUse different automated templates by job type and stage.
—✓✓✓
SMS messagingAdd one-way or two-way SMS communications. Usage charges apply.
——✓✓
03Sales features12 features+
QuotesManage leads and your sales funnel in one place. Fair Use Guidelines apply.
Unlimited*Unlimited*Unlimited*Unlimited*
Customer accountsLet customers view quotes, book and track job progress.
✓✓✓✓
Messaging systemReceive and reply to messages connected to customer accounts and records.
✓✓✓✓
Display external reviewsShow feedback from your chosen external review service.
—✓✓✓
Lead nurtureAutomate follow-up for enquiries of different ages.
—✓✓✓
Discount codesOffer codes that customers can apply during checkout.
—✓✓✓
Introducer accountsGive referral partners their own tracking access and reporting.
—✓✓✓
Introducer Accounts PlusConfigure tailored fee scales, SLAs and firm contacts.
———✓
Request callback buttonLet warmer leads request a conversation from the quote page.
——✓✓
Availability alert and coverage booking blockerSet location-specific lead-time information and booking controls.
———✓
Lead priority scorePrioritise new opportunities using factors configured around your sales process.
———✓
Panel settingsIdentify panel jobs and manage work fulfilled through trusted partner surveyors.
———✓
04Time saving and team management16 features+
Assign team membersGive the right people access to relevant jobs, details and notes.
✓✓✓✓
Tasks and remindersSet, assign and monitor important actions from the dashboard.
✓✓✓✓
CalendarView and organise appointments across users.
✓✓✓✓
User availabilitySet working hours, annual leave and other unavailable periods.
✓✓✓✓
E-signaturesPrefill and issue digital terms. Usage charges apply.
✓✓✓✓
Reporting dashboardReview quotes, instructions, turnaround and other performance measures.
✓✓✓✓
Team performance stats and goal settingMeasure team and individual activity against goals.
———✓
Auto-redactingAutomatically redact configured content where supported.
———✓
Draft reportSupport report review and draft-stage processes.
—✓✓✓
Multi-document reportsWork with report processes containing multiple document components.
—✓✓✓
Report upload blockControl report visibility until required steps are complete.
——✓✓
Team settingsCreate teams and filter records, activity and reporting accordingly.
——✓✓
Automated lead allocationRoute leads using configured rules and operational factors.
———✓
Job sheetsPopulate document templates automatically from job data.
———✓
Workflow automationsCreate custom actions using triggers and conditions. Higher allowances are available.
100250500Custom
Mobile app — iOS and AndroidView job data and new leads while away from the office.
✓✓✓✓
05Integration features17 features+
Document storage allowanceAdditional storage can be added; speak to the team.
50GB150GB300GBCustom
Lead-generation site connectionsBring supported third-party leads into Survey Booker automatically.
✓✓✓✓
Online paymentConnect supported payment gateways and track offline payments.
✓✓✓✓
SendGridUse SendGrid as an alternative method for sending customer emails.
✓✓✓✓
Office 365 and Google calendar integrationShare appointments, due dates and tasks with connected calendars.
—✓✓✓
ZapierConnect Survey Booker to supported third-party applications through Zapier.
—✓✓✓
Cotality Survey HubSend private instructions and exchange supported job updates and reports.
——✓✓
Report-writing integrationsConnect supported specialist reporting platforms or custom applications.
——✓✓
Elmhurst EnergyCreate EPCs and, for Scotland, retrieve lodged EPC documents.
——✓✓
Property-data integrationsUse supported property data services for research and sales processes.
—SpriftSprift
Rightmove SCT
Sprift
Rightmove SCT
Open APIPost or update records and retrieve data according to plan access.
——Post and PatchPost, Patch and Get
WebhooksSend real-time data to other systems at configured job stages.
———✓
Call and VoIP integrationsStart, identify and log supported calls from relevant records.
——✓✓
Google AnalyticsAdd analytics tracking to supported customer-facing pages.
———✓
Two-factor authenticationAdd an extra verification layer to user login.
✓✓✓✓
Single Sign-On — AzureUse supported identity-provider credentials for secure access.
———✓
Email validationValidate customer email data within supported processes.
———✓
06Onboarding and support5 features+
Free account setup and settings reviewStart with expert configuration help and an account-settings review.
✓✓✓Custom
Team onboardingPersonalised sessions focused on your workflows, users and goals.
2 × 60 minutes2 × 90 minutes3 × 90 minutesCustom
Help and supportGuidance for questions that cannot be resolved through the Knowledge Base.
Email technical supportEmail technical supportEmail and video-call technical supportEmail and video-call technical support
Guide and video libraryAccess step-by-step resources covering account features and best practice.
✓✓✓✓
Premium support and trainingOptional additional support sessions are available. Contact the team to learn more.
Contact usContact usContact usContact us
Need a combination that does not fit neatly?

Lower plans can use a limited number of bolt-ons before moving up. Availability depends on the capability required, so speak to our team about the most appropriate route.

Discuss your requirements →
Survey Booker customer experience and business management capabilities
MORE THAN A FEATURE COUNT

Choose the outcome, then choose the right level of capability.

A plan should not be selected because it has the longest list. It should support the way you want to sell, operate, communicate and grow.

01Save timeReduce repetitive administration and unnecessary data entry.
02Grow confidentlyImprove lead response, follow-up and business visibility.
03Work consistentlyGive teams and customers a clearer, repeatable journey.
04Stay supportedBuild confidence through onboarding, learning and responsive help.
See what customers have achieved →
FREQUENTLY ASKED QUESTIONS

The practical details, made clear.

If your question is specific to your setup, our team will happily talk it through.

Ask our team a question →
How quickly can I get started?+

We can provide access quickly and help prepare your account. From there, you can go live at the pace that suits your business and team.

What support is available?+

Plans include guided onboarding, access to an extensive Knowledge Base and support from our team. The precise onboarding allowance and support channel vary by plan.

Explore onboarding and support →
How easily can I change plan?+

You can upgrade or adjust eligible bolt-ons as your requirements change. Plan downgrades take effect at the end of the applicable renewal period.

Can I pay monthly?+

Yes. Monthly and annual upfront payment options are available. Annual upfront payment receives a 10% discount. Both options are subject to a 12-month contract.

Will I lose the personal touch?+

No. Reducing manual administration and routine updates gives your team more time for meaningful customer conversations. Complete email, note and document histories also provide better context whenever somebody makes contact.

Can I integrate the other systems I use?+

Survey Booker connects with a wide range of lead sources, calendars, payment services, report-writing platforms, property-data providers and other applications. API and webhook access also varies by plan.

Explore integrations →
Is Survey Booker easy to use?+

Survey Booker is designed to keep complex processes clear and manageable. Guided onboarding, video tutorials, on-page tours and ongoing support help each user build confidence.

What happens if I have ideas for new features?+

We welcome feedback and continually review how the platform can evolve around the real operational needs of surveying businesses and their customers.

IMPORTANT INFORMATIONFair Use Guidelines and pricing notes
Read details +

Fair Use Guidelines

Where a function is described as unlimited, that use is intended for normal business operations and remains subject to fair use. Survey Booker may review usage that appears excessive, disproportionate or likely to affect service reliability for other customers.

If misuse or unusually high usage is identified, we will endeavour to contact you to discuss the activity, the most appropriate plan and whether additional fees or limitations may apply. By subscribing, you agree to these Fair Use Guidelines.

Additional services and allowances

Some features are optional bolt-ons, usage-based services or third-party integrations with their own charges. Additional users, storage, tokens and automation allowances may be available. Please speak to the team for current availability and pricing.

Prices and contracts

Published prices exclude VAT and are subject to a 12-month contract. The annual option is paid upfront and includes the advertised 10% discount. Enterprise pricing is tailored to requirements.

READY TO FIND YOUR PLAN?

See how Survey Booker could fit your practice.

Register for a published plan or book a tailored conversation if you would like help comparing requirements.

Book your live demo
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