More Time for Customers
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.
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.
Our integrations with CoreLogic and more enable you to keep all your systems up to update without lifting a finger.
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.
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.
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.
Support site, email, phone and dedicated account managers available depending on your plan.