Correspondence
Keep emails, responses and SMS messages connected to the relevant job.
COMPLIANCE SUPPORT FOR SURVEYING FIRMS
Clearer records. Stronger processes built into every job.
Bring terms, communications, documents, payments, notes and activity together in Survey Booker, giving your team one dependable record throughout the instruction.
Build important checks into everyday workflows, reduce the risk of missed steps and retrieve the information you need for reviews, audits and customer queries.
Connected job records
Clear activity history
Built-in safeguards
COMPLIANCE WITHIN THE WORKFLOW
Start exploring
Good record-keeping should form part of the job—not another task around it.
Survey Booker connects information to the instruction it belongs to. That means fewer disconnected inboxes and files, clearer handovers and a job history your team can return to whenever questions arise.
ONE COMPLETE JOB RECORD
Keep the history of an instruction together and accessible.
Give authorised team members a clear view of what has happened, who completed each recorded action and what may still be outstanding—without piecing the history together from different systems.
Every interaction in context
Give your team one dependable place to understand the job
Customer correspondence, internal notes, call activity, documents and recorded changes remain connected to the customer and instruction rather than an individual inbox or separate folder.
Correspondence logs
Job notes
Documents
Activity history
Notes and calls
Capture requests, site information, internal updates and customer contact.
Documents
Retain reports and supporting files with the instruction they relate to.
Activity
Review recorded updates and identify the user responsible for each action.
TERMS OF ENGAGEMENT
Create a more consistent journey from issue to signature.
Prepare terms using information already held against the job, send them digitally and retain the completed document in the correct record.
Connected to the job throughout
Reduce repeated entry and keep completed terms in context
Use customer, property and instruction information already held in Survey Booker. Track progress, support follow-up and return the signed document to the wider job history.
Explore e-signature integrations →
A CLEAR DIGITAL PROCESS
Issue, monitor and retain Terms of Engagement
Terms can be prepared and issued at the appropriate point in your workflow. Customers can sign electronically from a suitable device, while progress and completed documents remain visible to your team.
Prepared from job data
Digital delivery
Signature tracking
Automatic filing
SIGNATURE STATUS
Signed terms received
The completed document has been returned to the associated job record.
View signed documentReduce duplicate administration
Reuse relevant details already held against the customer, property and instruction.
Support timely follow-up
Make unsigned terms easier to identify and follow up at the appropriate stage.
Keep the signed record
Retain completed terms alongside the wider documentation and history of the job.
BUILT-IN SAFEGUARDS
Help prevent important steps from being missed.
Use practical controls to make required information visible and help prevent a report being released before agreed requirements are complete.
Checks within the everyday workflow
Make outstanding requirements easier to see before the job moves forward
Configure job fields around the information your practice needs and control report access where selected requirements—such as signed terms or payment—remain outstanding.
Custom job fieldsRequired informationTerms checksPayment checks
SECURITY AND RESPONSIBLE DATA HANDLING
Support your processes with a security-conscious platform.
Survey Booker provides tools and controls that can form part of your firm’s wider approach to information security, data protection and accountable working.
01ISO 27001 certifiedAn independently recognised information-security management framework.
02UK-hosted dataSupporting data-residency and supplier-assurance considerations.
03Accessible recordsRetrieve job history and documentation for reviews, queries and audit requests.
A CLEARER BASIS FOR REVIEW
Bring the evidence of the job together
A connected record makes it easier to establish what happened, when it happened and who completed each recorded action—without relying on one person’s inbox or memory.
Job historyDocumentsUser activityCustomer contact
Survey Booker supports record-keeping and process management, but software alone does not make a business compliant. Each firm remains responsible for its own legal, regulatory and professional obligations.
EXPLORE THE COMPLETE PLATFORM
Strong processes work best when the wider journey is connected too.
Explore the specialist tools that sit around every customer conversation and help modern surveying practices work with greater clarity.
01Sales growthLead capture, allocation, nurturing and conversion→
02Referral partnersPortals, mobile referrals, tracking and statements→
03Customer portalBranded self-service, updates and documents→
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 visibility→
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.
See how connected records and safeguards support survey and valuation work and longer-running projects.
SEE CONNECTED COMPLIANCE SUPPORT IN ACTION
Build stronger compliance processes into every job.
Book a tailored demonstration and explore how Survey Booker can connect records, terms, safeguards and team activity around the processes behind your practice.