*Available on Pro account

Boost Sales - Manage & Convert More Leads

Provide Online Quotes

Provide instant, estimate or bespoke quotes for all the survey types you offer. Our quote forms are optimised to increase completion rates by your customers.

Lead Generation Site Sync

Sync your leads from sites such as Local Surveyors Direct, reallymoving and more straight into your Survey Booker account allowing each potential customer to book & pay as soon as they’ve made a search.

Referrer Accounts*

Offer a unique introducers account to people that send you leads. You can track who sent you each lead and add referral fees to your regular quote if you wish. Each introducer can track the status of their referrals.

Paired Survey Quotes

Pair survey types so you can automatically provide a quote for an alternative survey type in your welcome emails. For example if a customer searches for a Building Survey you can automatically offer a Homebuyer Report quote as well.

Lead Nurture*

Achieve more sales from your leads. We’ll automatically email leads that haven’t paid at different stages after they search to encourage them to go ahead. Older leads no longer get forgotten.

Save Time - Automate Admin Processes

Online Payment

Customers can make a quick and easy online payment via Stripe or Worldpay. Each lead can instruct you and pay with ease boosting conversion rates and reducing the need to chase payments.

E-Sign Terms of Engagement

Personalised and pre-populated e-terms of engagement are submitted to your customer to sign before the survey. E-terms offer faster response rates with fewer errors, reduced admin and greater compliance.

Accounting Integrations

No more manual data entry into accounting software. Feed sales data into your accounting software and reconcile with ease.

Assign a Surveyor*

Assign surveys to the surveyor going on site allowing them to view the survey details and customer service notes/ They can also provide progress updates to take pressure of the office team.

API*

Use our API to link in other software you use and streamline your processes further. No more manually duplicating information between systems.

*Available on Pro account

Consistent Customer Experience

Survey Reminders

No customers falling through the gaps. We’ll send you reminders for each survey that needs an update or report keeping the wheels in motion.

Conversion Rates

View reports to see which lead sources are converting the best and how well you’re hitting the turnaround times stated in your terms.

Top Performers

Filter your reports by surveyor to understand how different team members are performing from turnaround times to reviews.

Customer Accounts

Customers are provided an account where they can track all their quotes and surveys. They always know what is happening next and when. Receive fewer calls that are just chasing for updates.

Additional features...

Collect reviews

Collect reviews from customers at the end of the survey process. We'll ask them for a review when they receive their report and send a reminder if they forget to leave one.

Personalised branding

Upload your company logo and set your preferred colour to make your quote forms and accounts feel more like your own site.

Support site

A support site with guides on how to use your account as well as the ability to raise a ticket if you can't find what you need.

Ready to make life easier?

View pricing