Survey Booker referral partner dashboard connecting surveying firms with their introducers

REFERRAL PARTNER PORTAL AND MOBILE APP

Make every referral easier to share, follow and value together.

Give introducers a connected way to submit new opportunities, follow progress, receive updates and access the information you choose to share.

Behind the experience, your team can manage relationships, communications, referral fees, reporting and more from within Survey Booker.

Book your demo Explore the referral journey

Branded partner access iOS and Android app Controlled visibility

Follow the referral partner journey

CONFIDENCE AT EVERY STAGE

Strong referral relationships grow when sharing work is simple and progress is visible.

Survey Booker connects the surveying practice and its professional introducers without removing your control. Partners receive a convenient experience while your team keeps the relationship, referral record and resulting instruction together.

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REFERRAL PARTNER MANAGEMENT

Build, organise and support your introducer network.

Manage prospective and active referral partners, retain a clear history of the relationship and understand the opportunities and fees connected with each source.

Survey Booker referral partner management dashboard showing introducers, branches, contacts, tasks and fees

THE RELATIONSHIP BEHIND THE REFERRAL

Keep partnership activity in one useful record

Organise introducers into appropriate groups, record branches and contacts, manage initial engagement and keep emails, agreements, tasks, referrals and fee activity visible to the people responsible for the relationship.

Partner groupsBranches and contactsOnboarding activityRelationship history

Develop the network

Track engagement with potential introducers and move promising relationships towards active referral partnerships.

Organise relationships

Structure partner groups, branches and individual contacts around the way each organisation operates.

Retain the history

Keep relevant correspondence, terms, notes and tasks connected with the partner relationship.

Follow referral fees

Record available fee information, amounts owed and payments made against the relevant partner activity.

SURVEY BOOKER REFERRER MOBILE APP

Let partners share opportunities at the moment they arise.

Available on iOS and Android, the app places the essential referral tools directly in the hands of partners who are often speaking with customers, attending appointments or moving between properties.

Survey Booker Referrer Mobile App showing referral statistics, a new referral form and successful submission

REFERRALS WITHOUT THE DESK

Reduce friction between recognising an opportunity and sharing it

Referral partners can use the submission options made available by the surveying firm, add relevant customer and property information and send the opportunity from their phone. Recent activity remains close at hand when they return.

iOS and AndroidNew referralsRecent activityOn-the-go access

OpportunityA customer needs support

The partner recognises an appropriate surveying requirement while the conversation is current.

Mobile submissionThe referral is shared

Available referral options and relevant details are completed through the app.

Survey BookerThe opportunity enters the workflow

Your team receives the referral with its source already connected to the record.

Easy to reach

Give partners a referral route designed for the device they already carry throughout the day.

Quicker to share

Reduce the number of steps between identifying a customer need and submitting the opportunity.

Clear confirmation

Help partners understand that their referral has been received and is ready to progress.

TRACKING, ACCESS AND NOTIFICATIONS

Keep partners informed while your practice remains in control.

Partners can search their referrals, follow available job stages and receive timely updates. Your business decides what information, fees, documents, reports and notes each partner is permitted to access.

01Follow referral progressShow the job stages and status information appropriate to the partner.

02Choose what is visibleControl access to relevant customer details, documents, reports, notes and fee information.

03Let users manage notificationsPartners can select push, email or combined updates for the stages that matter to them.

Survey Booker referral tracking timeline and push notification controls across connected devices

REPORTING, STATEMENTS AND INTRODUCER PLUS

Give larger referral networks the structure and clarity they need.

Move from a simple partner account to more granular management across groups, branches and individual contacts, with reporting, statements and permissions shaped around each level.

Survey Booker Introducer Plus reporting dashboard showing referral statistics, branches, fees and statements

GRANULAR PARTNER MANAGEMENT

Make reporting useful at every level of the relationship

Provide individual access for branches and contacts, review referrals and fee activity, and share weekly or monthly statements. Service-level expectations, additional referral links and API submission options can support more sophisticated partnerships.

Individual loginsBranch reportingActivity statementsFee statementsSLA oversight

Understand contribution

Review referrals, instructions and available fee information by partner, branch or contact.

Share clear statements

Provide regular summaries of referral activity, fees earned and payments recorded.

Support agreed service

Monitor response expectations and use flexible links or API options for compatible submission workflows.

The introducer module allows us to track leads and instructions from every introducer we work with, while giving partners a quicker way to send opportunities without needing to speak to our team first.
Survey Booker customer

EXPLORE THE COMPLETE PLATFORM

Referral relationships are stronger when the wider customer journey is connected too.

Explore the Survey Booker features that support each opportunity from first introduction through to delivery, communication and reporting.

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→

FOLLOW THE WIDER WORKFLOW

See where every referred opportunity can go next.

Explore the connected workflows supporting survey and valuation practices and project-led businesses after a new opportunity enters Survey Booker.

SURVEY AND VALUATIONFrom referral to completed reportConnect sales, booking, terms, appointments, reporting, communication and compliance.Explore survey and valuation →PROJECT MANAGEMENTFrom opportunity to delivered projectCoordinate customers, projects, tasks, teams, documents and commercial activity.Explore project management →

STRENGTHEN EVERY REFERRAL RELATIONSHIP

See the portal and mobile app working together.

Book a tailored demonstration to explore referral submission, partner access, permissions, updates, fees, statements and reporting for your business.

Book your demo

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