Less to remember. More time to win the work.
How Dean and Lock & Key Home Surveys brought quoting, bookings, payments, terms and follow-up into one professional process—and gained greater peace of mind.
Clear, jargon-free advice from an independent local practice.
Lock & Key Home Surveys provides residential Level 1, Level 2 and Level 3 surveys, alongside drone surveys, across Birmingham, Dudley, Worcester, Wolverhampton and Walsall. The RPSA member practice is focused on giving buyers clear answers and reducing uncertainty.
I have saved so much time on administration—it is unreal. I can see exactly where I am at every stage and respond accordingly, while the system does the majority of the legwork.
Dean · Lock & Key Home Surveys
A clearer process behind the scenes. A stronger route to instruction.
These outcomes reflect Dean’s experience of replacing mental checklists and disconnected administration with a process that attracts, organises and follows up opportunities more effectively.
increase in the first month
Adding Survey Booker’s quote journey to the website drew more prospective customers into the process and captured the details needed for timely follow-up.
time savings across every job
Quotes, bookings, payments, terms, notes and customer updates sit together, reducing manual effort and making the next action easy to identify.
visibility of every stage
Instead of going to bed mentally reviewing calls, payments and tomorrow’s tasks, Dean can log in and see exactly where each instruction stands.
Results are an individual customer experience and will vary according to each business, implementation and use of the platform.
From managing everything alone to seeing every stage at a glance.
Dean explains how Lock & Key replaced an overwhelming administrative workload with one accessible, professional journey for the practice and its customers.
- Consolidating quotes, bookings, payments and terms
- Giving customers visibility of their progress
- Capturing website enquiries for direct follow-up
- Creating a more professional customer process
- Turning customer suggestions into useful improvements
A conversation with Dean.
The complete customer interview, lightly edited for readability while preserving Dean’s meaning and experience.
Who are you and Lock & Key Home Surveys?
Hi, my name is Dean. I’m the director of Lock & Key Home Surveys. We specialise in residential Level 1, Level 2 and Level 3 surveys, and we also offer drone surveys.
What challenges did you face before Survey Booker?
As an independent surveyor, it is just me. I have to manage all the administration, bookings, payments and terms.
It was becoming too much, and I needed a management system that would help organise me and take control of the workload.
How does Survey Booker help you?
Survey Booker has helped tremendously by consolidating all of the administration into one accessible, easy-to-read place.
Notes, quoting, bookings, payments and terms are all there, so nothing is forgotten. Customers can also see the stages along the way, which looks very professional from their perspective.
How much time have you saved on administration?
I have saved so much time on administration—it is unreal. The system does the majority of the legwork for me.
Before, I would go to sleep wondering whether I had called a customer, received a payment or remembered tomorrow’s tasks. Now I log in, see exactly where I am at each stage and respond accordingly. Automated emails continue working in the background.
How much have your sales grown?
Adding Survey Booker to the website allows people to receive an instant or bespoke quote. In the first month, that increased traffic to my website by a reported 400%.
Leads come in more quickly, together with the customer’s telephone number, address and email, so I can follow up while their interest is fresh.
How has Survey Booker helped you engage customers?
When someone requests a quote, I already have their number and email, so I can follow the lead up directly.
They have visited the website and shown an interest, so the next step is a focused conversation about my services and what I can offer. They have opened the door themselves; I simply need to help them through it.
What have you been most impressed with?
I have been most impressed by the level of support. If I email with a suggestion for improving the system, the team responds and, where it is a good idea, can implement it for the benefit of everyone using Survey Booker.
They are open to listening to our ideas and introducing improvements in a professional way.
Would you recommend Survey Booker?
I have already referred Survey Booker to surveying friends. It saves a massive amount of time, draws more people in, generates leads and comes with fantastic customer service.
I do not see why you would not take the plunge. It is well worth the money.
Peace of mind came from visibility. Every stage, detail and next action in one place.
For Lock & Key, the value lies in knowing that enquiries are captured, customers are updated and essential administration is progressing—even while Dean focuses on surveying and converting the next opportunity.
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