Feature releases

RightMove SCT - Data backed reports

🚨 New Integration: Survey Booker × Rightmove SCT

We’re excited to introduce our latest time-saving feature – a seamless integration between Survey Booker and the Rightmove Surveyor Comparable Tool (SCT). This powerful update brings together two key tools in your workflow, helping you manage comparable evidence faster, stay compliant with RICS Red Book requirements, and keep everything in one place – without switching

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October 14, 2025

🚀 Introducing Workflows – Smarter Automation, Bigger Impact 💡

🚀 Introducing Workflows – Smarter Automation, Bigger Impact 💡 We’ve just rolled out a powerful new feature: Workflows – built to help you automate the right actions at the right time, across your Surveys, Projects, and Referrers. Think of it as your behind-the-scenes assistant, helping your team follow up, follow through, and stay ahead –

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October 10, 2025

🚀 System Refinements to Boost Your Experience

🚀 System Refinements to Boost Your Experience We’ve rolled out a series of updates across Survey Booker to make your day-to-day smoother and your experience more personalised, without overwhelming your workflow. Whether it’s refining how your team uses the system, personalising customer interactions, or simply saving time, these customisations are designed to fit your way

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July 6, 2025
Automated lead allocation people on a hand being ordered

⚡ Lead Response Time Matters – New Auto Lead Allocation

⚡ Lead Response Time Matters – New Auto Lead Allocation. When you’re handling a high volume of enquiries, speed and accuracy are essential. That’s why we’ve introduced Automated Lead Allocation, a smarter way to make sure every lead is picked up promptly and by the right person. With intelligent rules in place, leads are automatically

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June 23, 2025

🏴󠁧󠁢󠁳󠁣󠁴󠁿 Introducing the Scottish Home Report! 🏡

Did you know that Survey Booker supports the Scottish Home Report process? This feature streamlines the creation and management of Home Reports, helping surveyors deliver a seamless experience to their clients.From Energy Performance Certificates to Single Survey and Property Questionnaire management, Survey Booker has you covered 🏴󠁧󠁢󠁳󠁣󠁴󠁿🏡 Full details, check out our Home Report feature

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June 1, 2025
Duplicate record on laptop screen

Introducing Record Merging for a More Organised Workflow

Introducing Record Merging for a More Organised Workflow 📂 Merge Duplicate Records with Ease Following the release of our Duplicate Detection feature, we’re excited to announce an important enhancement – you can now merge duplicate records seamlessly! 🔗 Merge Duplicate Records: Easily combine duplicate records for surveys, contacts, properties, and referrers. 📋 Consolidated Information: Notes,

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March 2, 2025
Collect key job details effortlessly button, ipad with Survey Booker logo

📋 New Feature: Gather Crucial Job Details Without Delaying Bookings

Introducing Post-Booking Questions: Simplifying Data Collection After Instructing 🚀 We’re excited to announce the launch of Post-Booking Questions, a feature designed to help Survey Booker surveyors and customers collect important job data—without slowing down the instruction process. Here’s how this game-changing feature works: 🔑 Secure the Instruction First: Customers can now quickly provide basic details

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February 16, 2025
Google calendar logo

Effortless Diary Management with the New Google Calendar Integration! 🗓️

Effortless Diary Management with the New Google Calendar Integration! 🗓️ We’re excited to introduce our Google Calendar integration, designed to simplify diary management for Survey Booker surveyors and teams. This new feature ensures your calendars stay updated without any manual effort. Here’s what it offers: 🔄 Automatic Calendar Sync: When appointments are booked, they’re instantly

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February 2, 2025

🚦 New Feature: SLA Lead Status with Colour Indicators! ⏱️

🚦 New Feature: SLA Lead Status with Colour Indicators! ⏱️ We’re thrilled to introduce our new SLA (Service Level Agreement) Lead Status feature, designed to help firms prioritise and manage leads more effectively. With colour-coded statuses, you’ll always know which leads need attention first. 🔑 Key Features: Colour-Coded Prioritisation: Set Red, Amber, and Green status

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January 23, 2025

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