Five minutes, not thirty. More time for customers.
How Precise Chartered Surveyors reduced administration by up to 85%, strengthened team communication and created more capacity for customer service and continued growth.
Reported administration time per instruction after implementing Survey Booker.
Highly rated residential expertise across the West Midlands and beyond.
Precise Chartered Surveyors specialises in pre-purchase RICS Home Surveys and residential valuations across the West Midlands, North Worcestershire, South Staffordshire and Shropshire. The practice helps purchasers and investors make informed property decisions while maintaining a strong customer-care focus.
The connected process reduced the team’s administration from enquiry to report by as much as 85%, creating more time for customer service.
Matt Billingham · Precise Chartered Surveyors
Routine work reduced. Customer value given more room.
These outcomes reflect Precise’s experience after connecting data feeds, integrations and automations across the journey from initial enquiry through to report.
less time from enquiry to report
Routine work such as emailing quotes, taking instructions, preparing terms and handling invoices was brought into a faster connected process.
minutes of administration
The reduction became apparent within the first few months, releasing meaningful time across a growing volume of instructions.
five-star reviews reported
More capacity for customer service and consistent communication has complemented the practice’s personal approach and supported continued sales growth.
Results are an individual customer experience and will vary according to each business, implementation and use of the platform.
From repetitive administration to a connected customer-first process.
Precise wanted to preserve its focus on surveying and customer interaction while reducing the recurring work attached to every new instruction.
- Automating quotes, instructions, terms and invoicing
- Connecting information through data feeds and integrations
- Giving colleagues one reliable view of job information
- Keeping customers informed alongside personal communication
- Releasing time for surveying and customer service
BEFORERepeated manual steps added time to every instruction.
CONNECTEDAutomations and integrations brought the workflow together.
AFTERAdministration fell to around five minutes per instruction.
More time to focus on customer service helped us continue to grow.
How the change took shape.
A written case study following Precise from the administrative challenge through implementation, measurable results and continued development.
The challenge
Precise approached Survey Booker in 2020 with a clear objective: deliver high-quality residential surveying while maintaining an equally high standard of customer care.
Administrative work was competing with surveying and client interaction. Repeated tasks—including quotes, instructions, terms and invoices—became increasingly costly as instruction volumes grew.
The connected solution
Survey Booker brought those recurring actions into a more efficient workflow using automation, integrations and connected data.
Within the first few months, the time attached to each instruction reduced from roughly 30 minutes to approximately five.
Better-informed teamwork
Colleagues gained easier access to the information attached to each instruction. Less time is spent confirming details internally, and the team can respond to customer questions with greater confidence and consistency.
More capacity for customer care
Automated communication complements Precise’s existing customer contact, helping people remain informed and engaged while the team devotes more time to the parts of the service that benefit from human expertise.
The practice reports more than 300 five-star reviews, reflecting high levels of customer satisfaction and supporting continued sales growth.
A platform that continues to develop
As an early Survey Booker customer, Precise has seen the platform continue to evolve. New ways to save time, support sales, collaborate and personalise the customer experience have extended the value beyond the original administrative challenge.
The shared customer-first approach has helped turn a software decision into an ongoing working partnership.
Efficiency created the capacity. Customer focus turned it into growth.
For Precise, the most important result was not simply completing administration faster. It was what the reclaimed time made possible: better-informed teamwork, more customer attention and room for the practice to keep developing.
Continue exploring real customer experiences.
Return to the complete customer story library to explore video testimonials, written case studies and more customer-reported outcomes.
See what Survey Booker could make possible for your business.
Book a tailored demonstration and explore how one connected platform can support your sales, administration, compliance and customer experience.