Give every enquiry a clear next step
Keep leads, quotations and follow-up activity organised, so promising conversations are easier to pick up and progress.
Explore sales and lead management →
Starting a surveying business takes expertise, ambition and plenty of your time. Put connected processes in place from the beginning, so you can focus on customers, winning instructions and building your reputation.
Your first months are about finding customers, developing relationships and establishing how you work. Our start-up offer helps you put the right systems in place while you build your pipeline.
Choose Plus or Pro to suit your practice. You get the features of your chosen plan at a discounted rate for your first six months, before moving to the normal rate.
Compare plans and features →You may be doing the surveying, sales and administration yourself. A connected system helps you keep the important details together and deliver a consistent service as your workload grows.
Keep leads, quotations and follow-up activity organised, so promising conversations are easier to pick up and progress.
Explore sales and lead management →Keep terms, correspondence, documents and job activity connected to support your processes and record keeping.
Explore compliance tools →Use workflows and connected services to reduce duplicate entry and routine administration as more work comes in.
Explore integrations →
Bring the steps around a survey or valuation into one connected workflow. See where an instruction stands and what needs your attention.
Record the enquiry and the information you need.
Progress the quote, terms and booking.
Manage the appointment, report and updates.
Review your activity and nurture customer relationships.
Give customers a clear way to interact with your practice, from reviewing a quotation to following progress and accessing documents.
Your customer portal works across desktop, tablet and mobile browsers, helping customers find the information they need while reducing repeated requests for updates.

Starting your own business is also a chance to shape how you work. Hear how other surveying firms use Survey Booker in their day-to-day practice.
“After Survey Booker, I finish five o’clock most days and don’t work weekends.”
We’ll help you get your account ready and understand how to use Survey Booker in your practice, with setup support, onboarding sessions and guides to return to as you go.
Talk through the work you do, your priorities and the plan that fits.
Use account setup and settings review support to establish how you want to work.
Make use of one-to-one onboarding, video tutorials and the library of support guides.
The offer is available to new UK-registered businesses established within the past 12 months, on Plus and Pro plans. If you are still preparing to launch, speak to the team about your plans and timing.
You receive 50% off for your first six months on an eligible Plus or Pro plan. You have the features of your chosen plan during the offer period, and move to the normal rate afterwards. The offer period does not determine your contract length; check the current pricing and terms before registering.
Yes. Survey Booker supports individual surveyors as well as teams. You can organise enquiries, jobs, communication and records in one place, with a plan suited to your needs.
Yes. Support includes account setup, settings and account review sessions, one-to-one onboarding and a library of guides and video tutorials.
Survey Booker also supports project-based work. Talk to the team about the job types you handle and the features you need, so they can recommend a suitable setup.
You can discuss additional users, plan options and capabilities with the team as your workload changes. Establishing shared processes early helps you bring new colleagues into a consistent way of working.
Explore the wider platform and discuss which capabilities are included in the plan that suits your business.
See how Survey Booker could support your business, or register to get started with the start-up offer.
50% off the first six months on Plus and Pro. For UK-registered businesses established within the past 12 months. Normal plan pricing applies thereafter.