Feature releases

The Future of Surveying Prep: Turning hours of research into minutes

The Future of Surveying Prep: Turning hours of research into minutes

As the pressures on surveyors continue to increase in 2026, tighter turnaround times, heavier administrative demands and growing expectations around transparency and risk management are becoming the norm. One area of the workflow is consistently highlighted as a challenge: desktop research and job preparation. This raises an important question for surveying businesses of all sizes:

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Survey Booker Sprift integration

Smarter Surveys Start Here – The new Sprift integration is now live

We’re thrilled to share that our brand-new integration with Sprift is now live, bringing property data, automated reporting, and streamlined workflows together in one powerful place: Survey Booker. For surveyors, time is money and efficiency is everything. That’s why we’ve partnered with Sprift, a leader in property data, to make your survey process faster, smoother, and

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📅 Now Live: Tentative Bookings – Smarter Scheduling for Surveyors

In the real world, not every appointment can be confirmed immediately – think: waiting on key access, coordinating with tenants, or finalising times with clients.That’s why we’ve introduced Tentative Bookings – giving firms the flexibility to hold a slot in the diary without fully committing. How it works:🕒 Set a tentative appointment in the calendar👀

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Lock a case on completion

🔒 New: Lock a Case on Completion – Protect Your Data & Stay Compliant

We’ve introduced a simple but powerful refinement: once a case is marked as completed, it can now be locked – preventing any further edits to key job data or documents. 📌 Why it matters: ✅ Ensures compliance and data integrity ✅ Prevents accidental (or unauthorised) changes ✅ Keeps historical records accurate and audit-ready 💡 How

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🛡️ Improved Conflict of Interest Checks – Raising the Bar for Professional Integrity

🛡️ Improved Conflict of Interest Checks – Raising the Bar for Professional Integrity We’re introducing a more robust and formalised Conflict of Interest Check system – designed to help surveyors confidently evidence compliance and uphold the highest standards of professional ethics. Why does this matter?In every job, especially when acting for buyers, it’s critical to

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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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🚀 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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🚀 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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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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