Manage individual users
Keep each colleague’s access and team membership connected with their role in the business.
TEAM MANAGEMENT
Give every person the clarity to contribute at their best.
Connect roles, availability, appointments, tasks and activity across sales, administration and surveying teams.
Survey Booker helps managers coordinate people and workloads while giving individuals clear ownership of the work in front of them.
Clear responsibilities Visible availability Secure access
CLARITY ACROSS THE WORKING DAY
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Connected teams work better when responsibilities, capacity and activity are visible.
Survey Booker brings the information people need into the same operational environment. Managers can organise users and workloads, coordinators can plan appointments, and team members can understand what needs doing next.
TEAM STRUCTURE AND SECURE ACCESS
Shape access around the people and teams within your business.
Organise users into appropriate teams, support individual responsibilities and control how people securely enter the platform as your organisation develops.
THE RIGHT ACCESS FOR THE RIGHT PEOPLE
Build a structure that reflects how your team works
Create and manage users, group colleagues into useful teams and support secure access through options including two-factor authentication and compatible Single Sign-On. Teams can then be used across operational views and filters.
User managementTeam structure2FA and MFASingle Sign-OnControlled access
Create useful teams
Group people around functions, branches, locations or operational requirements.
Strengthen sign-in security
Support account protection with 2FA or MFA and compatible Single Sign-On options.
Filter operational views
Use team and user filters to focus appropriate tables, tasks, calendars and reports.
AVAILABILITY AND APPOINTMENT PLANNING
See who is available before the appointment is promised.
Bring working patterns, leave, custom events, appointment requirements and calendar activity together to support faster, more confident scheduling.
CAPACITY BEFORE COMMITMENT
Plan around real working availability
Configure working times, record annual leave and add custom events such as CPD sessions. Coordinators can review appropriate availability when offering appointments, while assigned surveyors receive the information needed to progress the job.
Working patternsAnnual leaveCustom eventsAppointment allocationCalendar connections
Reduce scheduling friction
Give coordinators the information needed to offer appropriate appointments more efficiently.
Respect real capacity
Plan around working hours, leave, CPD and the other commitments affecting availability.
Keep diaries connected
Help surveyors access assigned work through Survey Booker and compatible calendar connections.
TASKS, RESPONSIBILITIES AND ACTIVITY
Make the next action visible and the ownership clear.
Create and assign tasks, set reminders and review outstanding activity without relying on personal lists or disconnected messages. Job activity logs add context by showing how the wider record has developed.
01Assign responsibilityCreate tasks against relevant work and direct them to the appropriate person.
02Keep deadlines visibleUse due dates, reminders and filtered task views to identify what needs attention.
03Understand the historyReview user activity on job records to support collaboration, troubleshooting and training.
WORKLOAD AND PERFORMANCE SUPPORT
Use visibility to balance work and support better team decisions.
Review workload, task progress, appointments and relevant performance measures by team or user, helping managers recognise pressure points and direct support where it is most useful.
OVERSIGHT THAT SUPPORTS PEOPLE
Look beyond activity to understand capacity
Use team and user filters to review the operational picture from different perspectives. Managers can compare relevant activity, identify accumulating work and use visible patterns to inform conversations, redistribution and training.
Workload visibilityTeam filtersOutstanding tasksAppointment activityTurnaround insight
Recognise pressure early
See where tasks, appointments or workload may be building before they become harder to manage.
Compare useful views
Filter relevant operational information by individual or team to understand different responsibilities.
Support development
Use activity and performance context to guide coaching, training and process improvements.
Survey Booker has created a smoother customer journey and reduced manual work, giving our sales account managers more time for direct sales while customers can access updates without waiting for the team.
Survey Booker customer
EXPLORE THE COMPLETE PLATFORM
Teams perform best when the wider customer journey is connected too.
Explore the Survey Booker features supporting each opportunity, instruction and customer from first enquiry through to completion.
01Sales growthLead capture, research, 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 secure access→
08Panel managementRouting, partner allocation, governance and reporting→
09Web and mobile appSecure access in the office and while working remotely→
See how your team supports each type of work.
Explore the connected workflows created for survey and valuation practices and project-led businesses.
SURVEY AND VALUATIONCoordinate the complete instructionConnect sales, booking, terms, appointments, reporting, communication and compliance.Explore survey and valuation →PROJECT MANAGEMENTBring teams around the projectCoordinate customers, stages, tasks, documents, appointments and commercial activity.Explore project management →
CONNECT YOUR TEAM AROUND THE WORK
See responsibilities, capacity and activity working together.
Book a tailored demonstration to explore user management, secure access, availability, appointments, tasks and team oversight for your business.