*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.
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.
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
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.
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.
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
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.
View reports to see which lead sources are converting the best and how well you’re hitting the turnaround times stated in your terms.
Filter your reports by surveyor to understand how different team members are performing from turnaround times to reviews.
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.
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.
Upload your company logo and set your preferred colour to make your quote forms and accounts feel more like your own 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.