Effortless data entry
Use intuitive quote forms to guide customer conversations, or bring leads into your account automatically through connected integrations.
SCOTTISH HOME REPORT WORKFLOWS
Every document. Every update. One connected process.
Transform your Scottish Home Report process with Survey Booker, bringing quoting, terms, payments, appointments, report preparation, customer approval and final delivery together.
Save time, strengthen compliance and give customers and referral partners a clear, professional experience at every stage.
Built around Scottish Home Reports
Adaptable to your process
Connected customer journey
BUILT TO EVOLVE WITH YOUR PRACTICE
Start exploring
Specialist technology for a process with many moving parts.
Survey Booker is continually shaped by specialist knowledge and the real requirements of surveying businesses. As operational demands, Home Report processes and customer expectations change, the platform evolves with them.
FROM ENQUIRY TO INSTRUCTION
Quote, terms and payment in one clear process.
Guide customers from their first enquiry to a confirmed instruction without moving between disconnected systems. Generate quotes, issue terms, nurture opportunities and keep payment status visible from the same record.
Sales and instruction management
Turn interest into a confirmed Home Report instruction
Choose automatic website quoting, a personalised manual approach or connected lead sources. Once a customer is ready, send compliant terms for acceptance and request payment without losing the history behind the instruction.
Flexible quotingE-signed termsConnected payments
01
Effortless quote generation
Whether you prefer an automatic quote or a more personalised manual approach, Survey Booker caters to the way your team sells and supports new customers.
Flexible quote creation
Generate instant website quotes, estimates or tailored manual quotes depending on the service and information available.
Instant engagement
Send a welcome email to each new enquiry, set expectations and remain visible while your team prepares to make personal contact.
Nurture customers
Use scheduled email and SMS follow-ups for older opportunities or set clear reminders to reconnect at the right time.
Seamless email integration
Send and retain automated and manual emails against each quote, including customer replies and the complete discussion history.
02
Seamless terms delivery
Managing compliance and legal documentation need not be time-consuming. Prefill terms for e-signing, automate delivery or share a general terms link where appropriate.
Swift digital delivery
Dispatch the correct terms directly to customers in seconds, removing physical paperwork and avoidable delays.
Set clear expectations
Follow up automatically when a signature is outstanding and help keep the instruction progressing.
Transparent audit trail
See when terms were sent, who still needs to sign and the current acceptance stage.
Automatic storage
Once completed, signed terms upload to the correct job record for simple confirmation, retrieval and auditing.
03
Payment management made easy
Request bank transfers or online payments, accommodate partner-funded work and keep the financial status connected to the instruction.
Clear payment requests
Initiate bank transfer or online payment requests at the appropriate stage and retain them with the job.
Accounting integrations
Update supported accounting software once payment is made or at another stage that suits your financial process.
Automatic payment marking
Allow connected online payments to mark jobs as paid and trigger the appropriate next action.
Bank-transfer confirmation
Confirm manually received payments while keeping the team and customer record aligned.
Receipt confirmation
Reassure customers that their payment has been successfully received and recorded.
Since the introduction of Survey Booker, our terms and payments are now handled automatically, saving us approximately 35 hours a month in administration in this area alone.
BOOK ONCE. CONNECT EVERYWHERE.
A smooth transition from appointment to report creation.
Book survey appointments, update connected diaries and prepare the correct Single Survey template in specialist report-writing software without repeating the same administration.
Connected booking
Keep surveyors, customers and systems aligned
Check availability, choose the right surveyor and update the systems your team already relies on. New bookings, changes and job progress remain visible without manual re-entry.
Live availabilityCalendar updatesReport setup
01
Appointment booking without diary confusion
Check user availability, define working times, book appointments and keep everyone informed. Connected calendars update when an appointment is booked, rescheduled or reassigned.
02
Prepare the right report automatically
Use a pre-built integration or connect custom software to set up the correct Single Survey template against the assigned surveyor, ready for completion.
03
Move from draft to approval
Submit the draft Single Survey from report-writing software to Survey Booker. Customers can log in, approve the survey or submit comments before the documents are merged into the final report.
04
Tailored updates for every party
Keep customers, access contacts and referral partners informed when an appointment is booked, the inspection has taken place, the draft is available or the job is complete—reducing avoidable chaser calls and emails.
Survey Booker has helped tremendously in consolidating all of the admin into one place. From quoting and booking to payment and terms, it is all there for us and for the client.
DRAFT, REVIEW AND APPROVE
Bring every component of the Home Report into one review process.
Submit the draft Single Survey, manage the Property Questionnaire and retain the EPC as separate components before bringing everything together.
Controlled document review
Submit flexibly and keep approval visible
Upload manually or receive the draft from specialist report-writing software, move the job to In Review and control who may view, upload, comment on or approve each component.
Direct submissionCustomer commentsVisible approval
01
Flexible Single Survey submission
Submit from connected report-writing software or upload manually. Alert the customer that the draft is ready, allow them to approve or comment, then merge approved components into the final report.
02
Make the Property Questionnaire easier to complete
Upload a completed template or let customers answer validated questions online. They can save and return while gathering information; once submitted, their answers populate your template ready for the final merge.
03
Keep the EPC ready for final assembly
Upload the EPC PDF separately, replace it easily when a newer version is available and see at a glance which required documents are present or outstanding.
The automation and regular updates mean customers feel more valued, listened to and informed—not less engaged.
FINAL DOCUMENT PREPARATION
Assemble a polished final Home Report without the manual shuffle.
Merge the Single Survey, Property Questionnaire, EPC and your chosen title pages into one professional document, arranged in the order your practice requires.
Professional final delivery
From separate components to one finished report
Merge the report manually when you are ready, or allow the final document to be prepared as the customer approves the Single Survey. Once complete, email it and make it available through customer and referrer portals.
Explore report-writing integrations →Set your document types
Choose the components and title pages required for each Home Report structure.
Control the order
Define the sequence in which approved documents are assembled.
Merge at the right moment
Complete the merge yourself or connect it to customer approval.
Share securely
Email the finished report and provide portal access to the right parties.
CUSTOMER AND REFERRER EXPERIENCE
Make a detailed process feel simple and transparent.
Give customers and referral partners convenient ways to instruct, provide information, follow progress, review documents and access the completed Home Report.
Guided self-service
Let customers contribute without losing control
Customers can complete a validated Property Questionnaire over time, return to saved answers and submit only when all required information is present. Your team retains visibility throughout.
Save and returnRequired-field checksAutomatic document creation
01
Request quotes and progress instructions
Referral partners can share leads or instructions while direct customers can enquire, accept terms, make payment where applicable and submit the information your team requires.
02
Complete the questionnaire in the most convenient way
Accept an uploaded PDF or offer an online questionnaire customers can complete gradually. Validated answers populate the correct document ready for inclusion in the final report.
03
Keep review and approval moving
Customers can view the draft Single Survey, leave comments or approve it. Referrers can track progress and receive relevant updates as the appointment, draft and completion stages are reached.
04
Secure access to the finished Home Report
Customers can view and download the final merged report, while referral partners can receive it by email or through their portal according to your preferences.
Our systems are streamlined, administration time is reduced as low as possible and it makes us look much more professional.
CONFIGURED AROUND YOUR PRACTICE
01
02
03
04
Your Home Report process, not somebody else’s.
Survey Booker adapts to the way your practice prepares, reviews and completes different reports. Decide which documents are used, what customers may do and how each job should progress.
Multi-document reports
Set document types, title pages and merge order, or upload one finished document when that better suits the instruction.
Draft-stage options
Choose which report types move to In Review and which complete immediately when a report is uploaded.
Permissions and visibility
Control which parties can view, upload, comment on or approve individual report components.
As much automation as you want
Connect quoting, invoicing, calendars, report writing, questionnaire generation and communication according to your preferences.
Home Report workflowActive
Customer draft accessAllow viewing and comments
Approval requiredBefore final document merge
Automatic completionFor selected report types
Document order01 Single Survey02 Property Questionnaire03 EPC
Preparing report→In review→Complete
Once everything is customised at the front end, most interactions can be dealt with at the click of a button. As a small practice on the go, that is exactly what I wanted.
EXPLORE THE COMPLETE PLATFORM
More specialist capability, all working together.
Choose an area to see how Survey Booker supports the wider needs of a modern surveying practice.
01Sales growthLead capture, research, allocation, nurturing and conversion→
02Referral partnersPortals, mobile referrals, tracking and statements→
03ComplianceAudit trails, records and secure document control→
04IntegrationsConnect reports, payments, accounts and calendars→
05CommunicationEmail, SMS, messaging and calls connected to the job→
06Performance analysisOperational insight that supports better decisions→
07Team managementAvailability, appointments, tasks and secure access→
08Panel managementRouting, partner allocation, governance and reporting→
09Web and mobile appSecure access in the office and while working remotely→
Explore another Survey Booker workflow.
SEE YOUR HOME REPORT PROCESS IN ACTION
Book your live demo
Discover what Survey Booker could do for your practice.
Book a tailored demonstration, explore plans or begin setting up Survey Booker for your team.