Challenges

Precise Surveyors knew how much time could be saved through automating routine administrative tasks like emailing quotes, taking instructions, typing up terms, and handling invoices. With multiple instructions to manage, this time added up quickly. Precise needed a way to simplify these processes so they could spend more time focusing on their clients.

Solution

Survey Booker offered a way to significantly reduce the time spent on these tasks. Through its data feeds, integrations, and automations, the platform cut the time required for administrative duties from 30 minutes to just 5 minutes per job, a change that became evident within the first couple of months.

Matt Billingham, Director and Chartered Surveyor at Precise Surveyors, shares his decision to choose Survey Booker:

“Survey Booker has been a game-changer and we have experienced significant benefits through the system. We have been able to heavily reduce the time we spend on admin from enquiry to report by up to 85%. With more time to focus on customer service, we’ve continued to grow and we’re proud to save we have now reached over 300, 5 star reviews.”

Having joined Survey Booker as an early customer, Matt and Precise has been really pleased with the ongoing developments of the platform.

“The system has continued to progress offering us more ways to save time, grow sales, collaborate as a team or personalise the service we provide to our customers. The Survey Booker team shares our customer-first philosophy, making them a great partner in our success.”

 

Results

Since adopting Survey Booker, Precise Surveyors has seen several positive changes:

Time Savings: Shortly after implementing Survey Booker, the admin time per instruction reduced from around 30 minutes to around 5 minutes.

Better Internal Communication: The team now has easy access to all job-related information, reducing the time spent trying to confirm details and ensuring they are always prepared for customer inquiries.

Improved Customer Engagement: The platform has helped keep clients informed and engaged throughout the process, complementing Precise Surveyors existing communication methods and contributing to higher customer satisfaction and sense of value.

Increased sales: With more time available for client service, the firm has achieved high levels of customer satisfaction, as reflected in their over 300 five-star reviews leading to higher sales.

 

Conclusion

Survey Booker has helped Precise Surveyors streamline their operations, allowing them to focus more on their core work of surveying and interaction with clients. The platform’s ability to reduce administrative burdens and improve internal communication has made a meaningful difference in how the firm operates, contributing to both efficiency and customer satisfaction helping to drive their success.