Feature releases

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

🚩⚠️ New Feature: Flag duplicate leads for streamlined lead management! ⚠️🔍

🚩⚠️ New Feature: Flag duplicate leads for streamlined lead management! ⚠️🔍 We’re excited to roll out our latest feature, designed to help surveying firms quickly identify and manage potential duplicate leads. This new tool allows you to efficiently spot ongoing searches and ensure your leads database stays clean and organised. 🔑 Key Features: Automatic Duplicate

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January 8, 2025
smsglobal logo and twilio logo

🚀 New SMS Provider Available with Survey Booker 🚀

🚀 New SMS Provider Available with Survey Booker 🚀 We’re excited to announce that you now have more choice for sending SMS messages with the addition of Twilio as a second SMS provider. You can now select between SMSGlobal and Twilio, giving you the flexibility to choose the provider that best suits your needs. 💡

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October 30, 2024

🚀 Additional Options for Sending Terms with Survey Booker 🚀

🚀 Additional Options for Sending Terms with Survey Booker 🚀 We’re excited to announce that you now have greater flexibility in managing your terms with the addition of a second signature provider. In addition to SignRequest, you can now choose esignatures.io, giving you the freedom to select the solution that best fits your needs. 💡

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October 23, 2024

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