A More Connected Workflow with Elmhurst Integration
Survey Booker users can now create new EPC jobs in Elmhurst automatically when booking appointments, helping to streamline report preparation and reduce manual admin. It’s another step towards making the workflow faster and more connected from the outset.
For firms producing Home Reports in Scotland, the process becomes even smoother. When an appointment is booked, Survey Booker can automatically create:
• the Single Survey in the report writing tool
• the EPC job in Elmhurst
All as part of the same booking workflow.
Another step forward in helping surveyors automate processes and keep everything moving efficiently from booking through to reporting.
If you’re a Survey Booker customer 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/
