Quote access
Customers can revisit current quotations and their status through their account.
CUSTOMER PORTALS FOR SURVEYING FIRMS
Your service. Your branding. One convenient place for every customer.
Give customers secure, branded access to their quotes, bookings, job updates, messages, documents and previous instructions from any suitable device.
Create a clearer customer journey while reducing routine enquiries and the manual administration surrounding every job.
Your own branding
Access across devices
Included across all plans
YOUR PRACTICE, OPEN AROUND THE CLOCK
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Customers want convenience and transparency without losing the personal service behind them.
Survey Booker gives every customer one familiar place to move from enquiry to instruction, follow their work and access important information, while your team remains available when a conversation genuinely needs a human response.
QUOTES AND ONLINE BOOKING
Let customers take the next step when the time suits them.
Give customers convenient access to their current quotes and a clear route to instruct, whether they are ready during office hours, in the evening or over the weekend.
From interest to instruction
Turn quote access into a simpler route to booking
Customers can revisit quote details, understand the service offered and submit their booking request without waiting for your office to reopen. Your team can then follow up personally where needed.
Quote access
Online instruction
Tailored forms
Availability alerts
Book online
Allow ready customers to instruct at a time that is convenient for them.
Tailored forms
Present relevant services and collect the information needed for each enquiry type.
Clear expectations
Share service availability, coverage and lead-time information before booking.
A BRANDED CUSTOMER EXPERIENCE
Give customers one familiar place to see everything that matters.
Present quotes, live instructions, messages and available documents through a portal that can be shaped around your practice and accessed across desktop, tablet and mobile.
One account across the relationship
Move beyond a one-off booking page
Customers can return to their account to view active work, previous instructions and information shared by your practice. The experience remains connected even when they use a different device.
Current jobsOrder historyMessagesRecent documents
ADVANCED BRAND CUSTOMISATION
Make the portal feel like part of your own digital service
Bring your identity into the customer experience with your logo, colours and visual preferences. Advanced options allow the portal to sit more naturally alongside your website and wider brand.
Your logo
Brand colours
Fonts and styling
Consistent experience
WELCOME BACK
Your property services in one place
View quotes, follow current work and access information shared by your surveying practice.
View my dashboardAccess across devices
Give customers a responsive experience whether they return on a computer, tablet or phone.
Ongoing order history
Help returning customers find previous instructions and available documents in the same account.
Available on every plan
Make the customer portal part of your service from the outset, whichever Survey Booker plan you choose.
UPDATES, MESSAGING AND HISTORY
Keep customers informed without making them chase for every answer.
Give customers clearer visibility of progress and a convenient place to contact your team, while retaining the conversation with the quote or job it belongs to.
Transparency throughout the instruction
Make progress visible and communication easier to continue
Customers can follow meaningful job updates, send a message about a quote or instruction and return to their history without searching through old emails.
Job updatesPortal messagesEmail notificationsOrder history
DOCUMENTS, REPORTS AND REVIEWS
Complete the job with information customers can return to.
Share available documents through the customer’s account, accept supporting uploads and give completed customers a clear route to leave genuine feedback.
01Share reports and documentsMake selected files available through the associated instruction.
02Receive supporting informationAllow customers to upload relevant files directly to their account.
03Invite genuine feedbackRequest a review after completed work and support your wider reputation.
EXPLORE THE COMPLETE PLATFORM
The customer experience is stronger when the wider journey is connected too.
Explore the specialist tools that sit behind each customer interaction and help modern surveying practices work with greater clarity.
01Sales growthLead capture, 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 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 a branded customer portal supports survey and valuation work and longer-running projects.
SEE THE CUSTOMER PORTAL IN ACTION
Give customers more convenience without losing the personal touch.
Book a tailored demonstration and explore how Survey Booker can create a clearer, better-connected experience around the services your practice provides.