More Time for Customers
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.
Assign Team Members
Assign quotes and surveys to one or multiple team members so they can see what they need to do. You can also assign multiple contacts to a job so that they can all view updates from their account.
Zapier API
Use our integration with Zapier to connect all your software together. Automatically raise invoices, add inspection dates to calendars and more to prevent manual data entry.
Other Integrations
Our integrations with CoreLogic and more enable you to keep all your systems up to update without lifting a finger.
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.
Improved compliance
Assign team members and customers
Assign one or multiple team members to each instruction or quote they need to deal with. You can also assign multiple customers to the same survey so that several parties can view progress.
Tasks and reminders
Set tasks and reminders for each quote or job to ensure nothing gets forgotten. Set deadlines, assign team members and leave notes so everyone knows what is going on.
Conflict of interest checks
View all quotes and jobs related to a particular property or contact to help you see if there are potential conflicts of interests.
Document storage
Make audits easy by uploading all documents related to a survey. Select which documents are visible to customers via their accounts and which are for internal purposes only.
Consistent Customer Experience
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.
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
Analyse which areas of your sales process are working well and how how you are performing on your stated turnaround times.
Top Performers
Filter your reports by surveyor to understand how different team members are performing from turnaround times to reviews.
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
Support site, email, phone and dedicated account managers available depending on your plan.
