Home Reports
Transform your Scotland Home Report process with Survey Booker – where effortless management meets unparalleled efficiency and simplicity at every step.
Streamline Your Home Report Workflow
Quote, Terms, and Payment
Welcome to our comprehensive platform designed to streamline your sales process. Easily generate quotes, send terms, and process payments—all within our intuitive interface.
Effortless Quote Generation with Survey Booker
Survey Booker empowers you to generate quotes with ease. Whether you prefer an automatic quote or a more personalised manual approach, our platform caters to your specific needs.
- Effortless Data Entry
Say goodbye to cumbersome data entry. Our intuitive quote forms guide your conversation, allowing you to effortlessly input vital details into our system as you speak. Or use one of our many integrations to automatically populate leads into your account.
- Swift Quote Generation
When the conversation reaches the point of quoting, Survey Booker empowers you to generate quotes effortlessly. Whether you prefer an automatic quote via your website or a more personalised manual approach, our system can cater to your needs.
- Instant engagement
Send a welcome email to each new enquiry to set clear expectations about when your team will be in touch. This keeps your lead intrigued and reduces the temptation to hastily book with a competitor.
- Nurturing customers
Following up with leads at the right time is key to your success. Use our automated lead nurture via email and SMS to help follow up with your older leads or set reminders to call someone back when you know they’re close to being ready.
- Seamless Email Integration
Send automated and manual emails from each quote record helping you to track everything sent to your customers and their replies making it easier to see exactly what has been discussed before each contact.
Seamless Terms Delivery
Managing compliance and legals doesn’t need to be time consuming or frustrating. Whether you want to prefill and automate terms for e-signing or share a general T&Cs link, our system can help.
- Swift Digital Delivery
With Survey Booker, sending terms for signing and acceptance is a breeze. In just seconds, you can dispatch your terms directly to your customers, saving time and eliminating the hassle of physical paperwork.
- Setting Expectations
We all live busy lives. Survey Booker can follow up with customers to remind them to sign your terms and keep the instruction on track.
- Transparent Audit Trail
Easily track when terms were sent, who is left to sign and what stage they are at making it easy to track what has been done and when.
- Effortless Auto-Upload
Upon completion, our system automatically uploads the signed terms to your job records. This feature not only streamlines your documentation process but also provides a convenient way to confirm receipt of the signed terms, eliminating any ambiguity.
Payment Management Made Easy
- Payment Requests Made Easy
With Survey Booker, requesting payments is a straightforward process. You can initiate requests for bank transfers or online payments, accommodating various payment preferences or set if payments are to be taken from partners.
- Seamless Accounting Integration
We understand that maintaining accurate financial records is essential. Our system allows you to update your accounting software once payments are made or at a preferred stage within the job. This integration streamlines your financial management, reducing the risk of errors and discrepancies.
- Automatic Payment Marking
For online payments, Survey Booker automatically marks jobs as paid. This feature eliminates the need for manual intervention, ensuring that your records stay up-to-date in real-time and prompts you to take any next steps.
- Manual Confirmation For Bank Transfers
In cases of bank transfers, you have the flexibility to confirm payment receipt. This step allows you to align your records with the customer’s payment status, and keep your customer in the loop.
- Payment Receipt Confirmation
We prioritise customer confidence. Regardless of the payment method chosen, our system confirms payment receipt. This assures customers that their payments have been successfully received and recorded.
Seamless Booking and Integration
Effortlessly book survey appointments and integrate them directly into your report writing software and surveyor diaries. Our system ensures a smooth transition from appointment booking to report creation, streamlining your workflow and enhancing productivity. With seamless integration, you can focus on delivering high-quality reports without the hassle of managing separate systems, ensuring efficiency and accuracy every step of the way.
Explore the tabs below for an in-depth look at our booking and integration features and discover how Survey Booker can elevate your workflow.
Managing appointments is simple. Effortlessly check user availability, set user working times, book appointments, and keep everyone informed, all without complications. Our system automatically updates calendars with new bookings, reschedules or reassigns events and ensures your team stays well-informed and in control of the schedule.
Simplify your report-writing process with Survey Booker’s seamless integrations! Utilise our pre-built integrations or connect your own custom software and automatically set up your Single Survey template against the right surveyor ready for completion.
Once the report is written, submit the draft single survey from your report-writing app to Survey Booker.
Allow customers to login and either approve the survey or submit comments. Once approved the various documents are merged into a final report and the job marked as complete.
Keep customers, access contacts and referral partners updated as you progress the job.
Our system is designed to help you tailor updates to different parties throughout the process so that they are seamlessly kept updated as things progress.
Whether that’s to confirm the appointment is booked, went ahead or the draft report is available, keep your customers in the loop saving those chasing calls and emails.
Streamlined Draft Report Submission
Survey Booker gives you the flexibility to upload reports manually or effortlessly through specialist report-writing apps. Simply send your draft Single Survey back in a click, moving the job to ‘In review’.
Control who can view the separate components of the report, upload, comment and approve.
The Single Survey is one of the key parts of the survey. Submit the report from your report writing app (or upload manually if you prefer). On submission the job can move to ‘In review’ and alert your customer that their report is available to review.
Allow customers to view the draft single survey from their account and either approve it or submit comments for your review.
Once approved, the different report documents are seamlessly merged together into your final report for download and distribution.
Making submitting the Property Questionnaire easy.
Choose between manual upload of a template completed offline or allow customers to complete an online questionnaire from their account that validates if they’ve completed all the required sections. A long questionnaire, customers can complete questions, save and return later as they collate all the information needed.
Once they’re ready to submit, answers populate into your questionnaire template and upload to the Property Questionnaire document field ready to be included in the final merged report.
Upload the EPC pdf to the job record for inclusion in the final merged report. Each document included in the final Home Report can be uploaded separately and updated with ease if a newer version is needed.
View which documents have been uploaded and which are outstanding with ease.
Final Document Preparation
Effortlessly merge all your documents into a polished, professional final Home Report with standard title pages and properly arranged sections in the order you want.
Either you can merge your report and mark the job as complete or potentially allow your customer to do this as they approve the Single Survey from their account offering faster access to the final document.
Once merged, the final report can be emailed out and accessed via the customer and referrer portals.
Customer and Referrer Features
The Scottish Home Report process is made simple and user-friendly for your customers and referral partners with Survey Booker. Our platform provides essential tools to streamline requesting a quote, instructing, document handling and more, ensuring a smooth and efficient experience.
Here are a few features designed for your customers convenience.
Referrers can easily share new leads or instructions with you ready to be progressed. Customers can also directly enquire where they’ve not been referred and progress their booking by agreeing to terms, making payment (if applicable) and submitting other details you need.
Allow your customers to submit their Property Questionnaire in a way that suits them best. Whether that is sending you a completed pdf to upload, uploading a pdf via their portal or more simply completing online questions at any time without the need to submit all information in one go. Once all required questions are completed, the customer can submit their answers automatically creating the Property Questionnaire ready for merge.
Allow customers to easily view, comment on, or approve the single survey, ensuring the job progresses with ease.
Referrers can also login and track the progress of the job, as well as receive email updates at each stage whether the appointment is booked, the draft report has been submitted or the job is complete.
Customers appreciate the transparency and ease of access, allowing them to view and download the final merged Home Report with all the information they need.
Referral partners can also be provided with the report via email or their portal at any time.
Customisable Settings for Your Survey Process
Survey Booker is designed to adapt to your unique needs. Our platform allows you to tailor every aspect of your Home Report workflow, ensuring a smooth and effective process from start to finish.
Here are a few features specifically for managing Scottish Home Reports:
Gain control over how documents are handled by determining whether customers or referrers can view, upload, comment on, or approve documents, giving you flexibility for each project.
Set up the document types you want to upload based on how your single survey templates are structured. Include standard title pages and set your merging order.
If you prefer to complete the full report offline, you can also upload a single final document instead – whatever you prefer.
You can set which job types should move from ‘Preparing Report’ to ‘In review’ and which should move directly to ‘Complete’ when a report is uploaded. For example a general valuation may move to complete as soon as it’s uploaded whereas your Home Report will be marked as ‘In review’ once your single survey is submitted ready for your customer to view and approve.
You can also set which parts of the report a customer is allowed to view and if they can upload, comment on or approve it.
With a range of features and integrations at your fingertips, you can automate and streamline as much of your workflow as you wish. Whether that’s automating quoting, invoicing, calendars, report-writing, Property Questionnaire generation and more, how you collaborate as a team and support your customers is based on your preferences.
