Ignite Growth with the New Referrer Mobile App

Introducing the Survey Booker Referrer Mobile App, a faster and more convenient way for referral partners to submit new opportunities, track progress and stay informed on the go. Available on iOS and Android, the app helps surveying firms create a more connected referral experience.

Read More »
Great Software Never Stands Still

Updates and Improvements: Great Software Never Stands Still

We’re always working to improve the platform, whether that’s through major new features, integrations, or the smaller enhancements that make a real difference to your day-to-day workflow. While new releases often attract the most attention, many of the improvements our clients value most are the ones happening quietly behind the scenes. The refinements that save

Read More »
AI

New Feature: AI Email Composer in Survey Booker

Introducing AI-Supported Email Drafting in Survey Booker   We’ve introduced a new AI-powered email composer in Survey Booker, designed to support surveyors in managing communications more efficiently while aligning with evolving RICS guidance around AI use. The composer can help draft a new email from a prompt or assist in writing a response to an

Read More »
Job Hold Feature

Feature Update: Job Hold Tracking in Survey Booker

Introducing Job Hold Reasons in Survey Booker   Sometimes jobs need to pause. The important thing is making sure everyone knows why. With the Job Hold feature in Survey Booker, firms can now place jobs on hold with a clearly defined reason, making it much easier to track what’s happening across the pipeline. Instead of digging

Read More »
Reports & Exports

Improved Reports & Exports in Survey Booker

Cleaner, More Flexible Reporting in Survey Booker Working with data should be simple and useful, not cluttered. We’ve introduced improvements to Reports & Exports in Survey Booker, making it easier to export exactly the information you need. You can now choose which fields to include in your exports, rather than exporting everything by default. This

Read More »

Feature Spotlight: Automate Your Processes with Survey Booker Workflows

Automate Routine Tasks with Survey Booker Workflows   What if routine tasks in your surveying business could run automatically in the background? With Survey Booker Workflows, you can create custom automations that trigger actions based on events in your system, helping to reduce admin, improve follow-ups, and keep processes running smoothly behind the scenes. For

Read More »
Missed Our Sprift Webinar?

Missed Our Sprift Webinar?

Here’s Why Better Survey Prep Matters More Than Ever In January we teamed up with Sprift to host a webinar on the future of survey preparation, and what smarter use of data and automation really means for surveyors in 2026 and beyond. If you couldn’t join us live, here’s the short version. Surveying today isn’t

Read More »
Referral module

Feature Update: Enhancements to the Survey Booker Referrer Module

Managing Referrals Just Got More Powerful Referrals play a huge role in the growth of many surveying firms, so we’ve been investing time in making the Survey Booker referrer module even more flexible and powerful. We’ve recently introduced a range of new enhancements designed to give firms more control over how they manage, customise, and

Read More »

New: Elmhurst Integration Now Available for Survey Booker Surveyors

A More Connected Workflow with Elmhurst Integration Survey Booker users can now create new EPC jobs in Elmhurst automatically when booking appointments, helping to streamline report preparation and reduce manual admin. It’s another step towards making the workflow faster and more connected from the outset. For firms producing Home Reports in Scotland, the process becomes

Read More »

Join Our Newsletter

Scroll to Top