Feature releases

🏴󠁧󠁒󠁳󠁣󠁴󠁿 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 πŸ“‚ 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! πŸ”— Merge Duplicate Records: Easily combine duplicate records for surveys, contacts, properties, and referrers. πŸ“‹ Consolidated Information: Notes,

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

πŸ“‹ New Feature: Gather Crucial Job Details Without Delaying Bookings

Introducing Post-Booking Questions: Simplifying Data Collection After Instructing πŸš€ We’re excited to announce the launch of Post-Booking Questions, a feature designed to help Survey Booker surveyors and customers collect important job dataβ€”without slowing down the instruction process. Here’s how this game-changing feature works: πŸ”‘ 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! πŸ—“οΈ

Effortless Diary Management with the New Google Calendar Integration! πŸ—“οΈ 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: πŸ”„ 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. πŸ”‘ 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! βš οΈπŸ”

🚩⚠️ New Feature: Flag duplicate leads for streamlined lead management! βš οΈπŸ” 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. πŸ”‘ Key Features: Automatic Duplicate

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January 8, 2025
smsglobal logo and twilio logo

πŸš€ New SMS Provider Available with Survey Booker πŸš€

πŸš€ New SMS Provider Available with Survey Booker πŸš€ 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. πŸ’‘

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October 30, 2024

πŸš€ Additional Options for Sending Terms with Survey Booker πŸš€

πŸš€ Additional Options for Sending Terms with Survey Booker πŸš€ 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. πŸ’‘

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October 23, 2024

πŸš€ Introducing the New Survey Booker App! πŸ“±

πŸš€ Introducing the New Survey Booker App! πŸ“± Β  We are thrilled to announce the launch of the Survey Booker App, meticulously designed to enhance your experience and boost your efficiency like never before. Here’s a sneak peek at the exciting new features we’ve rolled out: Β  πŸ” View Your Data On the Go: Say

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August 3, 2024

πŸ”§ Exciting API Updates: Connect effortlessly with other systems πŸš€

πŸ”§ Exciting API Updates: Connect effortlessly with other systems πŸš€ We’re pleased to announce significant updates to our existing APIs, designed to make integration with Survey Booker and other systems smoother and more efficient. Here’s what you can expect from these enhancements: πŸ”„ Effortless Job Updates: Benefit from our updated APIs to seamlessly update job

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July 30, 2024

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