Feature releases

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

You spoke, we listened. New features based on popular requests!

We’ve released more new features based on your feedback! We continually develop the system to bring your more features, integrations and functionality. We’ve just released a number of new features that make life even easier. You asked, we listened and this round of new features includes a number of items that were in demand. Survey

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May 29, 2022

A New Look for the Survey Booker Customer Portal

We’ve just released a big update to the customer portal along with many new settings! Survey Booker is designed to help with many things but one of the biggest drivers is helping your provide a great customer portal. With that in mind, we’ve updated the designs of many of the customer portal pages, provided more

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May 3, 2022

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