Why adopting a CRM is key for a small surveying business

Remove stresses and optimise your business with a surveying CRM

As a small surveying business, a typical way of managing your sales and ongoing survey management may look something like:

  • Replying to an email and tagging it with a different coloured flag to show its status
  • Adding bookings to a spreadsheet and keeping it up to date
  • Sending out documents and remembering to follow up on signed terms and payments
  • Setting up a folder to store documents
  • Keeping your email tags and spreadsheets up to date


This works well… until it doesn’t. There are a number of issues that arise from this way of working that aren’t apparent whilst things are going well.

  • You lose track of older leads that weren’t ready to go ahead immediately resulting in lost sales
  • You waste time on repetitive manual tasks
  • You miss opportunities to provide a more streamlined service (e.g. delays sending out terms and invoices until you get back to the office) which can result in customers being persuaded to go elsewhere
  • You spend time searching through emails to double-check what the customer wanted you to report on when out on-site or when trying to write a report
  • Waking up at night remembering something you need to do or send
  • Dreading audits and getting together all the information you need to show compliance


To overcome this many surveying firms, from individuals to enterprises, are implementing a CRM to help provide more effective outcomes for both themselves and their customers.

What does a CRM do? 

A customer relationship management system (CRM), is designed to manage your relationship with each of your customers by storing, organising, and updating all of this valuable information in one centralised location. Depending on the CRM it can also help you manage survey bookings through to completion for a seamless and easy experience all around. A surveying CRM makes it easy for you to view and access information about every lead, customer and job at any time, from any device and from wherever you are.

  • View a history of enquiries made by each customer
  • View previous jobs or quotes provided for each property
  • View all job details (customer, job type, requests, access details and more)
  • View notes for customer requests
  • View the status of terms documents, and payments
  • View reports submitted easily on the go if a customer calls you with questions
  • Manage sales and surveys across your team

Unlike a spreadsheet, a CRM is designed to make data readily available to you, wherever you are. By having all of this information at your fingertips, you can more easily manage relationships with each of your customers. Set up correctly, it can also be accessed by team members, whether office based or out in the field, meaning everyone is on the same page about every customer.

Benefits of a CRM

There are many benefits of a CRM over manual processes. These range from improvements to your customer experience and operations to compliance. Comparing a CRM to a spreadsheet is like asking what an email can do that a posted letter can’t.


Get to know your customers

A surveying CRM helps you track where your leads have come from, what type of enquiries you have had, and how customers heard about you. This helps you to easily see where your marketing efforts are most effective and for which locations and job types so you know where to place your marketing efforts. It also makes it easy to get to know your individual customers based on the types of jobs they are requesting from you.


Save time on repetitive tasks

Repetitive manual tasks create two problems – firstly, they take time away from revenue-generating activities and secondly, manual data entry has a higher chance of introducing human errors. Processes like generating terms documents, and invoices, requesting payments and following up on outstanding information can be automated. This automatically transfers data between systems and creates records so that you know each system is correct. This saves you time to focus on writing better reports or actually speaking with your customers. You can’t speak to customers whilst you are processing admin!


Avoid generic marketing

CRMs can help you to automate data from the CRM into marketing software like MailChimp. During this process, customers can be automatically segmented into different mail campaigns based on the type of job they had. This means you can easily send out emails to previous customers with content related to the service provided. For example, you can add customers who had a Help to Buy valuation to a Help to Buy mail campaign that follows up in 2-3 months to ask if they need a desktop extension. You can add a customer who had a Building Survey report to a different mailing list about referring a friend to receive a voucher or with maintenance tips for their property to ensure they get a good survey when they sell. This means each customer gets follow-up content related to the job they had instead of something generic they’ll likely want to unsubscribe from.


No more clunky communication

It’s important that you can see all communication with a customer. This means if someone is on holiday, emails aren’t stuck in their inbox until they get back and you can more easily respond to customer queries. You can easily see who has sent what information to a customer so you don’t duplicate messages which can be frustrating and look like you don’t know what is happening.


Grant access to entire teams

Information is only useful if your team can access it. Provide access to team members to the leads and jobs they need to work on so that they have all the information they need at their fingertips from customer requests, to tasks that need carrying out. No need to manually copy and paste the information to them – they can just view it with a click along with any changes that get made.


Provide better reports

When your teams have access to notes about the jobs they are working on, nothing gets missed. Instead of relying on copying and pasting every customer request from emails and notes into calendar events, let your team members view a job record that has everything on it. They can then leave their own notes to confirm everything has been done and included in the final report. Making it easy to access notes when on-site or writing up a report is key to providing the best outcome for customers.


Understand how your business is performing

Data is key to the success of most companies. That data is only useful when you can generate insights from it. How quickly can you find out how many leads you’ve had from different sources, which has the highest conversion rate but also the best average fee, which locations are performing best and which job types? Do you know which team members are completing their jobs on time? Once you know how you are performing you can review what’s working well and what could do with some adjustments.


Data is available when and where you need it

A surveying CRM is cloud-based. This means you can access your data from anywhere on any device. If you receive a customer query when you are out and about, you cannot respond if that data is printed out or stuck on a laptop or hard drive. Locally stored documents and information also can’t be worked on by multiple team members making it very hard for teams to work collaboratively or remotely.


Don’t dread audits

Audits are only stressful when you know your systems don’t give you the information you need easily. When data is stored across multiple locations (email folders, spreadsheets, document storage, report writing software etc), providing the data you need for audits is difficult. A CRM enables you to collate data for every lead and every job so that you can easily provide the information you need for any job at the click of a button.

Survey Booker is a CRM and survey management tool

Survey Booker helps you move from sales management into survey management providing you one simple place to manage everything from whilst providing a seamless experience for your customers. There are three key things a CRM and survey management tool should provide:

Save time – remove admin by automating non-revenue generating activities so you can focus on customers.

Grow sales – by offering an easy way of enquiring, keeping customers in the loop and being free to speak with customers, your sales will grow.

Compliance – audits shouldn’t be something you dread. With the right system in place, you will always be audit-ready. Survey Booker helps you to create an audit-ready job page by logging notes, correspondence, signed terms and completed reports.

Improved customer experience – the key to consistently great reviews is a consistent process. That means providing every customer with the same experience and your team being able to track every job easily. A CRM and survey management system helps you do just that so every customer is kept up to date at every stage.

How to implement your CRM

A CRM is a fantastic tool to help you streamline your business and ensure you sleep easily at night as well as making life much simpler for your team.

However, to successfully implement a CRM system and achieve the most value from it you need to take the time to plan your implementation. Review how you currently operate and what benefits you are looking to achieve.

We have produced a full guide on how to successfully implement your new CRM: Top Tips for Successful Surveying CRM Implementation


You might say if it ain’t broke don’t fix it. However, there are other factors at play that may affect your business. As competitors streamline their processes with a CRM, they can focus their time on improving their service further and being able to speak to new leads more quickly. The faster and more effective they are, the harder it becomes to compete. You also want your business to be as streamlined as possible. There are often talks about whether or not a recession is coming. A CRM will help you to recession-proof your business.

A CRM can help you refine your processes and provide more structure. Structure means you can achieve your goals more easily. Whether that’s having a better work-life balance or growing your team. It will help you save time and make more money and if you want, it will help you build a scalable business that can help you delight your customers.

Implementing a CRM is part of developing a customer-led growth strategy. It’s the difference between just working in your business and being able to work on your business.

Recession Proof Your Surveying Business with Automation

Make sure your surveying business is optimised to handle a recession

No one knows if a recession is on the way or not. Different commentators have different opinions as to whether or not we are expecting to see another great recession or if things will all be fine. However, regardless of the actual outcome it is always good to be prepared for all eventualities.

Businesses that prepare for a weaker economy will be in a better position to weather the storm. This is when you skills and leadership are tested. Ensuring you are operating effectively and efficiently is the key to success. Below are our top tips for ensuring your business is prepared for a recession and in a good position to continue providing a great service to customers and support to your team.

A lot of the points below will discuss how automation can help your business in different ways. It is important not to confuse automation with being impersonal. If you automate every process and never speak to your customer then yes, it is. But if you automate the right processes, you can gain back lots of time to spend speaking with customers instead of handling repetitive admin.

Optimise costs with automation

During a recession, markets are quieter and costs affecting the bottom line can’t be ignored because revenue isn’t flowing in as freely. Processes that are cost-intensive or time-intensive now will become an issue as sales slow. It is important to prepare in advance to optimise your costs so that if a downturn comes, your cash reserves can support you much longer. To do this:

  • Streamline processes to remove admin time – by automating admin tasks such as creating terms documents or sending an invoice, you ensure your team are free to speak to new enquiries and convert as many leads as possible rather than missing opportunities because they are busy copying and pasting.
  • Automating means you can still operate easily and provide a great service if you can’t afford to keep all your staff on full time. If a recession really does impact sales you need to ensure your business can operate with reduced staff levels and without delays in responding to customers. Maintaining a great service is key during tough times.

Automating tasks is an investment, not a cost. The opportunity cost of not automating is much higher. Manual tasks can result in both lower sales and higher wage bills. By automating you ensure as much of your wage bill is focused on converting leads instead of on non-revenue generating tasks.

Creating a better customer experience with automation

As mentioned earlier, automation doesn’t mean being impersonal. In fact, it can mean the opposite. By freeing up your time from admin, you have more time to spend speaking with customers than you did before. Automation can help make booking with you simpler and make it easier for your team to handle all of their tasks. It is important you make enquiring and booking as straightforward and quick as possible so that you can convert as many enquiries into completed jobs as possible. To do this you need to remove barriers:

  • Make it easy to enquire – provide simple, slick forms for customers to fill in that encourage them to make that enquiry and provide you with their details. Less engaging forms will see lower completion rates – there needs to feel like a reward at the end of it. Separately, publishing your price online means customers can see prices without you getting their details.
    • You can’t follow up with a lead if they don’t have to provide you their information.
    • You don’t have an opportunity to explain your value. Price and quality determine a purchase. Offering your price freely on your website without the need to submit details means you lose the chance to explain your value. You make the transaction about price.
    • You don’t have to provide a quote immediately but you can encourage more enquiries with nicer forms.
  • Make it easy to get information – does your website provide clear descriptions about each of your services beyond the generic details that other websites display? Your service will differ from other surveyors. Do you explain how your service provides value, and what you do differently or do you simply list the standard service notes about each survey or valuation? Using automation, you can provide details to customers searching for a quote via email advising what your service includes (beyond the minimum requirements), how they can contact you for more information and how the booking process works. You can then follow up when you’re available and the lead has information to keep them warm.
  • Make it easy to book – do you provide an easy booking process that keeps customers informed of progress and what happens next? By automating processes such as upgrading from manual terms to e-signed terms, you can speed up the creation of documents by pre-filling data you already have. You can then provide automatic confirmation that signed terms have been received and what will happen next such as requesting payment or advising you are arranging access. Manually sending a generic update adds no extra value, is slower than an automated receipt and distracts your team from revenue-generating activities. Automation doesn’t suit all customers but systems such as Survey Booker enable you to automate the processes that suit you and manually handle the rest.
  • Empower your team – in a downturn your team may be stretched with what they need to do. Allow them to make decisions to speed up processes. Remember a job done (well) is better than a job done perfectly at the expense of servicing other customers. They will also be able to advise where they lose lots of their time on admin and provide ideas on how they can be more effective.
  • Focus on your customers – find out why customers that used your service chose you. What did they like and what did they think could have been easier? This is the key to refining your processes.

Boost employee retention with automation

Automation can be a real boost to employee morale when implemented correctly. Involving your team in this process and explaining the benefits means they understand it is there to help them, not replace them! Your team provide real value when they are working on interesting tasks and speaking with customers. Employees feel satisfied when adding value rather than doing monotonous, repetitive work. The types of repetitive tasks that can be automated are:

  • Basic lead follow-ups
  • Sending terms
  • Generating invoices
  • Sending basic job updates

These are repetitive tasks that provide general information. The customer receiving the information doesn’t care how it was produced. They feel no better because you copied and pasted information into an invoice manually versus a computer doing it automatically. They just care that they got it accurately and on time. Automating a task like this means you can focus on delivering a high-quality service without affecting your bottom line. Automation also means these jobs are handled the same way every time so nothing gets missed and every customer has a consistent experience.

Your team will feel higher job satisfaction as they aren’t sat copying and pasting information and will be more likely to stay with your company whilst also being more motivated by their day-to-day work. This also leads to better customer outcomes as team motivation directly links with customer satisfaction.

Create a contingency plan

This isn’t focused on automation but instead on what other services you can provide if your core market slumps. For example, if you normally only offer services for residential properties, can you train now whilst markets are good to provide similar services for commercial buildings? Or if you do condition surveys, can you train to do schedules of dilapidations or schedules of conditions which will still be needed in a recession?

It is easy not to put a backup plan in place when sales are good because you are busy and taking out time to train will reduce revenue-generating activities now. However, in a downturn, you will lose more revenue from a quiet diary whilst you wait to take training for other services. This means overall you will lose much more revenue than investing some time now. If you prepare ahead, you’ll be ready to provide additional services when your core work is quieter.

Deciding when to automate a task

Not every task should be automated. Personal service is still key to winning business and some tasks are more effectively done by a person. However, there are a lot of tasks that customers simply don’t care whether you did it by hand or it was automated – they want timely and accurate information. And your team don’t want to spend most of their day copying and pasting data. They can add much more value than that. Which tasks should you automate?

  • It’s a task you have to do frequently or on a schedule
  • It involves moving information between systems
  • It’s boring and doesn’t require higher-order thinking
  • It takes you away from what you really want to be doing
  • It’s a simple, repetitive task
  • It doesn’t generate revenue


Taking a look at some examples, providing an acknowledgement email of an enquiry can be automated until you have time to follow up and speak with a customer. This keeps them warm – you can’t email customers at 10pm. Filling out invoices with data or into terms documents to be sent out is boring and repetitive and takes your team away from speaking with new leads. Filling out that terms document or invoice doesn’t generate you any additional revenue.


What to do for tasks that can’t be automated? 

Not every task can be automated – it might be more complex, an unusual task or is high value. However, you can still optimise processes by creating operating procedures. This ensures any member of the team can easily check how to carry out a task so any team member can do it quickly and accurately without missing any steps. This removes the need to wait for other team members help or to rectify mistakes if something gets missed because a straightforward guide can be viewed at any time.


Recession-proofing your surveying business means operating deliberately. It means being willing to adapt, to review processes and to embrace change. It also requires you to stop and work on your business, not just work in it. Recession-proofing means being proactive and stopping to look at what works well, and what could be done even better. Whilst it can be easy to enjoy the status quo in good times, failing to plan means you’ll be scrambling to react when a downturn does arrive.

What if there isn’t a recession? Perfect! You’re now prepped if one comes in the future and you are operating more efficiently now. Your bottom line will look much better, you’ll have a more resilient business model and motivated staff. Regardless of the economic outlook, ignoring automation means ignoring opportunities to safeguard your business and gain a competitive edge. It also means offering a less personal service because your time is focused on tasks that take you away from being with customers.

Lord Bichard RICS review

Lord Bichard RICS review

The review by Lord Bichard is now available to view.

Set your quote preference by job type

Vary instant, estimate and manual pricing by job type

Every job type is different and how you quote it will vary too…

You can now set your quote preferences by job type so you can provide:

🖥️ Instant quotes for simpler jobs

🏷️ Estimates for others

🧑‍🦳 Completely manual for your more complex services


Flexible quoting to suit your needs!

Top Tips for Successful Surveying CRM Implementation

The success of your surveying CRM implementation is as good as your preparation

It’s a journey, not a sprint

You’ve got the keys to the car (or the login to your account) and you’re excited to get going and transform your business. But just like you took time to learn to drive before you started planning road trips, you have to plan in time to get to know how your new CRM works so you can mould it to suit your processes and requirements. It’s important you take time to get familiar with the core elements before getting carried away with extra features.

It is also equally important to allow time for new processes to bed in and to allow the changes to become familiar and second nature. Again, just like driving a car. It requires more thought to begin with until you do it on autopilot. Rome wasn’t built in a day!


Fail to prepare, prepare to fail.

Below we outline the top tips we have for planning and achieving a successful rollout of your surveying CRM, whether you are an individual or an enterprise. A CRM is very different to an excel spreadsheet or a simple database. There will be a lot of new options available to you and these take time to become familiar with before you can harness all of the benefits.

After all, a car is only useful if you know how to turn it on and drive it. If you just sit in the driver’s seat and hope the rest will happen you’re unlikely to end up where you want to be.

Engage early

Only you know the full ins and outs of your surveying business. It’s important you engage with your CRM early to set it up in a way that best suits your needs. The best surveying CRM platform for your business is the one that most closely reflects your business processes and culture. Engage with the software early to ensure you are set up for success from understanding the flow in which you’ll use it to the content added in automated communication.

Make sure all the primary stakeholders and users are involved in the implementation so that you achieve buy-in and ensure your processes reflect your business environment.

If you like transparency across the team, ensure your users are set up to be able to see all jobs and content. If you prefer a more segregated approach, ensure your users can be set up to see only what they need.


  • Spend time reviewing basic guides
  • Be patient – the results will come
  • Embed the core processes first
  • Add the bells and whistles later


  • Rush implementation
  • Expect results without engaging
  • Surprise team members

Involve your team and get buy-in

A successful rollout always involves team members. Implementing a CRM is more than just installing and customising a new system and telling your team to make the switch once you are ready. It involves:

  • Altering processes
  • Changing job duties
  • Educating employees

Remember, no one likes change. If you are comfortable in your role, even if you don’t like all of the processes you have to carry out, getting used to something new takes effort and by default, we resist it until we see the benefits. The key at this point is to support your team so they are comfortable using the system and have time available to review any processes they aren’t sure of. Throwing team members in the deep end and hoping they’ll just get to grips with it might work for some, but others will quickly resist the change if they don’t know what to do.

It is important to involve employees and explain how it will help with their pain points. It is also important to consider the threat of a CRM to your employees. Your team just see that automation is removing some of the work that they currently need to do. Is this so you can cut down on staff needed in the business or so you can free them up from admin to speak with more customers? If they don’t know your motivation, there is an incentive to resist the change to protect their job security.

To reduce resistance to change:

  • Tell employees about the new CRM system – explain what benefits it will bring, how it will benefit their role, the overall reasons behind it.
  • Educate and train your team – provide an onboarding process and documentation. A quick demo and the keys to the kingdom aren’t enough. You need to demonstrate where the benefits are and help your team understand how the system integrates with your processes.
  • Test – work through test cases with team members so they can learn to take action without the fear of affecting live data.
  • Change management – for larger firms, appoint someone who is responsible for rolling out the implementation, training, follow-ups etc so they can help answer any questions the team have, review adjustments that would help and use feedback to refine your processes.


A successful CRM implementation isn’t an overnight process. With everything that goes into it and all the new habits you’ll need to form, you might even have a period of decreased productivity. That’s expected as team members have to get used to a new way of working. Change management and employee education can help bridge the gap between productivity and adoption more quickly. After not long you’ll start to see the productivity benefits, happy teams and happy customers if you invest time into implementing your CRM correctly.


  • Tell employees about the new CRM system
  • Educate and train your team
  • Engage with your team following rollout


  • Expect employees just to get on with it
  • Expect benefits without full engagement

Use third-party tools 

There is no CRM system can that can offer an all-in-one system accommodating all of your needs. There are lots of separate systems that each specialise in things such as invoicing, e-signatures, calling, report writing and more. These specialist systems are a master of their domain. Of course, they are better connected than operating as completely separate systems.

You won’t know exactly which add-ons or integrations you need right away—so be prepared to add things as your CRM usage evolves. Not all systems need to integrate so take time to adjust which systems integrate and which can operate on their own.

Check out the integrations offered by Survey Booker here. This list is continually increasing enabling you to create an even more connected environment.

Decide how to get started

There are different ways to get started with your CRM implementation:

DIY – use the available tools such as support guides, YouTube videos and forums. If you have a low number of users and contacts and your requirements are straightforward then you can go down this route.

DIY + Training – use the available guides and book in onboarding / training session with your CRM provider to help provide tailored training support with your teams or get support with set up, data migration and more.

Consultants – if you have very complex workflows and complex team structures it may be wise to involve an experienced consultant to avoid some of the pitfalls that come with increased complexity.

Whichever route you decide to follow, be sure to keep in mind the tips above. Make sure you invest time up front to reap the full benefits of your CRM system.

New Availability and Coverage Alerts

New availability and coverage alerts during booking

Do you have different availability for each job and location? 🗓️

Display an alert before booking that shows your current lead time for that job and location so your customers know what to expect up front! ⏰

Availability can also be automatically added to your email templates 📧 so customers know your availability as soon as they hear from you. Has your coverage changed? 🗺️

Set if bookings should be blocked with a coverage alert if a customer tries to book in a location you no longer cover. 📍

Setting the right expectations up front is key to a great customer experience!

You spoke, we listened. New features based on popular requests!

We've released more new features based on your feedback!

We continually develop the system to bring your more features, integrations and functionality. We’ve just released a number of new features that make life even easier. You asked, we listened and this round of new features includes a number of items that were in demand. Survey Booker is designed for you and built based on what you want to see! Check out the latest updates below!

Send welcome emails for manual quotes

On publishing a manual quote, you now have the option to send a welcome email to the customer. Simply choose if you want to send out a welcome email or not from the publish quote pop-up.

Customer Account Activation

We’ve made it easier to activate accounts. Your [Activate Customer Account Button] shortcode can now be added to your quote confirmed, quote submitted and lead nurture emails meaning customers don’t need to request a new link from the login page or find the original welcome email to set a password.

Access Notes

There is now an access notes field on the job record so you can add any notes around alarm codes, key collection and more. This is also part of the Zapier feed.

Bank Transfer

We’ve added in a reference field to the bank transfer option on the payment page. You can display a custom payment reference either showing a general note and/or you can display the specific job ID / reference. Go to Settings > Account settings > Bank transfer to add your preferred reference.

Document Preview

Preview documents uploaded to the documents tab without needing to download. Simply click on the download icon and a preview of the document will appear allowing you to view any documents and continue to download if you want.

New Lead Contact Status

There are now more options for setting the type of contact made with a new lead (e.g. Attempted, Attempt 2, Text etc). Under the ‘Surveys’ tab on the all quotes table you can now filter your leads by called status (using the ‘Called’ column filter) to see who is your priority to follow up with next!

Editing Appointment Time

You can now edit the appointment time on the ‘Survey details’ section of job timeline. This means you can adjust an appointment time without needing to reschedule the job via the ‘What’s next’ section. This helps prevent emails being sent out to customers for small time changes on the same appointment date.

Lead Time

For customers with the Availability and Coverage feature, the lead time can now be included in your welcome emails, quote submitted, quote confirmed and lead nurture emails helping you to advise customers on your availability.

A New Look for the Survey Booker Customer Portal

We've just released a big update to the customer portal along with many new settings!

Survey Booker is designed to help with many things but one of the biggest drivers is helping your provide a great customer portal. With that in mind, we’ve updated the designs of many of the customer portal pages, provided more ways to personalise the look and feel to match your brand guidelines and added many new settings and updates that help you further tailor Survey Booker to you.

Check out the release note below!

The biggest update to the customer portal!

We’ve made a big update to the designs of our customer portal to help boost conversion rates even further. Customise your customer portal further to match your brand guidelines, provide more information about your job types and much more:

  • Learn more link above your list of services. 
  • Custom logo link (e.g. to your website).
  • Redesigned quote page
  • Redesigned customer dashboard
  • Updated job tracker page
  • Show/hide reviews
  • Powered by Survey Booker logo
  • Personalised stage names / stage text / table colours (Quote form personalisation feature)
  • Custom service summary hover text (Quote form personalisation feature)
and much more… Learn more.


Outlook Emails

Reply more easily to emails that have been added into Survey Booker from Outlook. Just click reply, write your email and send as normal to continue the chain.



We’ve added four extra fields to the Zapier feed to help you move data to other places more easily. View the release note for more details.


Extra data

Capture where your leads are sourced from (phone, email, quote form, API) 
On plans with our quote form personalisation feature you can ask customers how they heard about you when they fill in your quote form to understand how your marketing is performing.


Availability and Coverage alerts

Provide customers a general lead time alert when customers start their booking and set custom alerts if you have longer lead times for certain services and locations to help manage customer expectations before they instruct.
Set if customers should be able to start a booking in locations that you no longer cover or if that booking should be automatically blocked to prevent instructions where your coverage has changed. 


Panel Settings

Set locations where you don’t have coverage yourself but where you work with other firms that can carry out the customers job. Provide quotes and process payments ready to pass the instruction on.

Survey Booker on World Earth Day 2022

Survey Booker is a Net Zero (Carbon Neutral) System

Survey Booker is a Carbon Neutral Industry Supplier

On World Earth Day we reflect further on our impact on the environment and how we can ensure we make a positive impact on the world that powers us.

Since August 2021 Survey Booker has been net Zero working with Consequence to offset our carbon emissions. This includes reviewing carbon produced whilst you our customers are using the system.

We currently offset our carbon usage each month at 150% as we build up an accurate picture of our usage. Each month Consequence calculate our carbon usage and we offset that by supporting UN approved projects that offset our carbon impact.

Longer term we are looking at how we can reduce our carbon usage as well as offsetting. We believe that this is something we need to be proactive on every day of the year and not something that we only focus on at certain times.

To ensure we are accountable for our claims of being carbon neutral we publish the certificates of our carbon offsets on our website showing each month that we have offset our carbon output. It is important to us that our carbon offset process is transparent and that you can see we are practicing what we preach!


You can follow our carbon offset here: https://surveybooker.co.uk/survey-booker-is-certified-carbon-neutral/

You can learn more about Consequence and how we calculate our usage here: https://www.consequence.world/

Survey Booker Integrates with GoReport

Survey Booker now Integrates with GoReport

Leading digital surveying solution GoReport have joined forces with the leading CRM for Surveying platform Survey Booker to announce a smart integration. 


Survey Booker provides a market leading CRM solution that delivers exceptional customer experience and helps manage the survey process with ease. The unique software is purpose built for both small and large practices and integrates with the surveyor’s website to provide a whole host of benefits for both surveyor and their end-customer.


The exciting new integration with market leading digital surveying solution GoReport will allow users to push instructions through to the GoReport platform, automatically selecting the appropriate survey template and passing through key information, ready for the surveyor to begin their survey process. The surveyor has full edit and review capability within GoReport before finalising the report and publishing the pdf output back to the Survey Booker platform, ready for the distribution to the client. The report can be sent straight out to the customer or alert a customer that their report is ready and can be viewed once any outstanding terms or payments are completed. 

GoReport, are dedicated to supporting the full surveying workflow, from preparation and planning, through physical survey, edit and review and onto subsequent reporting and analysis. The new integration with Survey Booker is designed to support a specific surveyor’s workflow whether you are a sole trader or working in a large complex enterprise. 


From the outset it was important for both companies that the solutions work seamlessly and effectively together to ensure clients can benefit from optimal data flow across their business. 


“We have always been driven by solutions that offer a seamless journey for both surveyors and their customers while maximising efficiency and relieving admin pressures. We’ve developed integrations with multiple systems from lead sources to booking systems and more to help surveyors operate efficiently and effectively” says Matt Nally, Director, Survey Booker


“I’m very pleased to welcome GoReport as a new partner to the Survey Booker platform. The integration of their innovative technology will augment the capabilities of our customers, helping to further streamline work and data flows from receiving an initial enquiry all the way through to submitting the final report so surveyors can focus on speaking with customers and carrying out surveys, strengthening their ability to secure work and grow long-term.” 


Gavin O’Neill, CEO, GoReport commented: “At GoReport we are constantly evolving our technology and integrating with industry leading platforms so our clients can gain greater efficiencies and results from their survey while continually adding value to their clients. Our partnership with Survey Booker strengthens the mutual commitment we have to delivering industry leading software, services and support to our customers.”



View the GoReport post