Feature Update: Job Hold Tracking in Survey Booker

Introducing Job Hold Reasons in Survey Booker

 

Sometimes jobs need to pause. The important thing is making sure everyone knows why. With the Job Hold feature in Survey Booker, firms can now place jobs on hold with a clearly defined reason, making it much easier to track what’s happening across the pipeline.

Instead of digging through notes to understand why a job has stalled, the reason is now visible directly in the job table, giving your team instant clarity.

You can also create your own standardised list of hold reasons, helping teams stay consistent and organised when managing paused jobs.

A simple addition, but one that helps surveying firms keep their workflow clear, transparent, and under control.

If you’re already using Survey Booker and would like to learn more, you can check the support guides, review the release notes, or contact the Support Team or your Account Manager.

If you’re not yet using Survey Booker and would like to explore how it could support your firm, you can book a short demo here:
https://surveybooker.co.uk/book-a-demo/

 
Job Hold Feature
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