Optimising Processes

Top Tips for a Successful Surveying CRM Implementation

It’s a journey, not a sprint You’ve got the keys to the car (or the login to your account) and you’re excited to get going and transform your business. But just like you took time to learn to drive before you started planning road trips, you have to plan in time to get to know

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June 17, 2022

Survey Booker versus Invoicing

Survey Booker versus Invoicing & Payments Invoicing & payment – the stage where your customer really commits. This can come at any stage in the process. Many surveyors like to collect payment up front to prevent non-payment in the event of a cancellation. Others collect payment later in the process before the report is released.

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December 14, 2020

Survey Booker versus PDF Terms

Terms of engagement are important. Not only are they a requirement but they set expectations at the beginning of the process to help ensure that what your customer thinks they are getting will align with what is submitted at the end of the survey. Therefore, it is important that they are clear, easy to read

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December 7, 2020

Survey Booker versus Spreadsheets

Spreadsheets have been the easiest way to manage all your jobs until now. That was until CRM (Customer Relationship Management) systems were developed – the fastest growing software product. CRM systems enable you and your team to view all enquiries, active projects and tasks that need to be carried in real time, on any device.

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November 30, 2020

Save Time: Reviewing Performance Metrics

In our last post about optimising processes to save time, we are looking at how you can save time reviewing the performance of your business. The success of top businesses like Amazon there is a relentless focus on data. Why? You can’t make accurate business decisions based on what you feel is going on! We’re

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November 23, 2020

Save Time: Collecting Reviews and Following Up

The process shouldn’t end when your report is emailed out to your customer. As you will know, it is important that your customer feels that they can get in touch to discuss your findings and what advice you have for their next steps. And once your customer has had all their questions answered and they

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November 10, 2020

Save Time: Managing Teams Remotely

Managing instructions and assigning those across teams can be time consuming. Adding inspection dates to diaries, sharing access data and ensuring everyone has full understanding of customer service notes is key to ensuring that bookings run smoothly and reports answer the right questions. There are ways to improve the efficiency of assigning surveys and ensuring

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November 3, 2020

Save Time: Managing and Updating Leads

Managing and updating leads is an important part of both the sales and survey journey. Following up with leads can help to increase sales and keeping your customers updated on the progress of their survey helps keep their mind at ease. A smooth customer journey helps to generate those 5 star reviews. In order to

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October 27, 2020

Save Time: Quick and accurate terms of engagement

Terms are important. Your customer needs to be clear about what you are going to provide as part of your service (and what you are not). Setting the right expectations at the start leads to better outcomes when the report is provided.  But submitting personalised terms for every survey takes time. Time to copy and

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October 20, 2020

Save Time: Processing Payments

Online Payments v Bank Transfer There is no right or wrong answer when choosing payment options. But it is important to consider the wider impact of both options and not just how they directly affect you. BACS payments are free but are slower to process (for you and your customer). Online payments are easier for

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October 13, 2020

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