Feature releases

Introducing email alerts that ensure you never miss a beat!

Stay on top of your game as we notify you when it’s time to update your email credentials. This way, you can guarantee that your customers won’t miss any important updates or communications from your end. ✉️???? We understand the importance of staying connected and delivering timely information. That’s why we’ve gone the extra mile

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July 4, 2023

Say hello to our latest Payment Processing integration!

Now, you can connect with a wide range of payment methods, including Klarna, Google Pay, Clearpay, Stripe, Opayo, WorldPay, PayPal, and many more! ???????? Offer quick and convenient payment options for your customers, ensuring a seamless and hassle-free experience. Say goodbye to the days of logging into multiple apps or tediously typing in bank transfer

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June 30, 2023

Protect your job records from deletion

Protect your completed job records. You can set the number of days before a job can be deleted from the system by any user. This adds to protections that prevent regional and regular users from deleting any records from the system. If a user tries to delete a completed job before the timeframe set is

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March 21, 2023

More ways for your customers to pay – Opayo integration

We’ve added new payment integrations! You can now connect your Opayo account into Survey Booker. Formerly SagePay, the Opayo integration allows you to connect an Opayo or Worldpay account to Survey Booker so you can offer online payments to your customers the way you want. This joins our existing Stripe and Klarna payment gateways. Simply

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March 14, 2023

Connect your Office 365 calendar to your Survey Booker account

Want to automatically push new appointments and events into your Office 365 diaries? ????️ Connect calendars for each user ✏️ Customise the event details ???? Set which types of event should add to diaries You set the date and we’ll set it in your calendar! Less time on admin, more time with customers and fee

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January 31, 2023

Personalise your calendars and see team availability with ease

Book appointments and see your team’s availability with ease! We’ve released a number of new settings that make it even easier to book in new appointments: ???? See each surveyor that covers the job on your booking calendar ???? View existing appointments that are booked in ???? See when surveyors are available or off ????

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January 24, 2023

Connect any email address to your Survey Booker account

You can now connect any email account into Survey Booker for sending out automated and manual correspondence. ???? Automatically log every email sent ???? Automatically log every reply ???? Fully compliant job records without lifting a finger Set up custom rules to set how emails are sent and received to suit your preferences. Immediately see

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January 17, 2023

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

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June 21, 2022

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 ????

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June 14, 2022

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