Connect Survey Booker with the lead sources, signing services, payment providers, reporting tools and business systems your practice already relies on.
Keep information moving from enquiry to completed job, reduce repeated administration and give every team a clearer, more connected workflow.
Survey Booker acts as the operational centre of the instruction. Connected services can receive the information they need, complete their specialist part of the process and return useful updates or outputs to the job record.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Different practices rely on different systems. Survey Booker supports a combination of established integrations, flexible technical connections and no-code automation.
Use existing connections for common parts of the surveying journey, including leads, terms, payments, reporting, communications and property data.
Use Survey Booker’s API to connect other lead sources, reporting platforms, telephony providers or internal tools used by your practice.
Extend workflows into thousands of supported applications, including accounting, calendars, newsletters and other business tools.
The exact steps vary by provider, but the principle remains consistent: use information already held in Survey Booker, complete work in the connected service and retain the resulting activity against the correct instruction.
Customer, property, appointment and instruction details are held in one operational record.
Relevant information passes to the chosen provider without unnecessary re-entry.
Signatures, payments, messages, reports or other activity are completed in the appropriate tool.
Available updates, documents or outcomes return to the associated Survey Booker record.
Automatically record compatible lead feeds, then use welcome emails, nurture messages and follow-up tasks to keep the enquiry moving.
Share the surveyor, appointment, template and booking data needed for reporting or desktop research, with completed outputs connected back to the instruction where supported.
Connect calendars, accounting and analytics tools so teams can automate more of the surrounding administration and understand how digital journeys are performing.
When the right systems exchange the right information, your team can spend less time copying, checking and filing—and more time supporting customers and delivering professional work.
Explore the Survey Booker features that support each stage, from the first enquiry through to delivery, communication and operational oversight.
Talk us through the tools you rely on and the workflows you want to improve. We’ll show you the relevant connection options inside Survey Booker.
