Team Management For Individuals And Small Businesses
Empowering Solo Surveyors and Small Businesses: Navigate your growth journey with Survey Booker’s seamless suite of Team Management Tools.
Empowered Team Management for Surveying Success
At Survey Booker, we understand that in the dynamic world of surveying, success hinges on more than just routine operations. It’s about elevating your performance through enhanced collaboration, communication, and efficiency. Whether you’re a solo surveyor eyeing expansion or a small business with a dedicated team, our comprehensive suite of tools is designed to seamlessly support your growth journey.
From the initial quote inquiry to project completion, Survey Booker’s features are your trusted companions, aiding you in team building and effective team management. Boost lead conversion rates and maintain task precision with our streamlined user management and transparent activity logs. Embrace the power of notes and email logs for seamless communication within your organisation. Dive deep into data-driven insights through our robust reporting system to fine-tune your operations. Witness your team thrive as cohesion and empowerment reach new heights.
For a closer look at the full spectrum of team management resources we offer, simply keep scrolling.
Team Filters
(bolt-on / higher plan)
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(bolt-on / higher plan)
Enquiry Assignment: Elevate Conversion Rates with Team Member Allocation
Step into the journey of each lead as it evolves from initial creation to a successful booking. Assign inquiries to specific team members to prevent duplication of contact with new leads. You can also monitor conversion rates through our reporting page helping you to identify who’s performing well and who needs support. Allocation also helps to support more personalised auto follow-ups helping to drive higher conversion rates.
Seamless Surveyor Allocation: Enhance Appointment Scheduling with Real-Time Availability
Simplify the intricacies of appointment scheduling by tapping into real-time surveyor availability. Easily view surveyor working times, annual leave and custom events to make selecting an appointment slot seamless. Once assigned, team members are notified and your surveyors can effortlessly access job details in Survey Booker as well as in connected calendars and report writing software.
Effortless Task Management: Delegate, Track, and Excel
Effortlessly create tasks, assign them to your team members, and set reminders for seamless coordination. Stay on track with pending tasks, empowering your team to complete them promptly. With our system, no task slips through the cracks, ensuring everyone is well-informed and accountable for their responsibilities.
Activity Logs: Unveil Team and User Activities for Enhanced Understanding
Dive into a comprehensive overview of user actions on job records through our activity logs. This feature empowers you to seamlessly track users’ interactions, making issue identification, support, and training efforts more effective. It also fosters smoother collaboration among team members, facilitating streamlined communication and the prompt routing of questions to the appropriate individuals.
Calendar And Task Management: Effortless Team Coordination
Get ready to explore Booker’s survey calendar and task pages, designed to help you easily keep up with your team’s activities. Personalise event names and lengths and use colour codes to sort events by user or job type.
Team filters make it easy to quickly filter events and views by team as well as individual users. With just a few clicks, you can see the big picture – who’s doing what and where they are. It’s your go-to tool for smooth team coordination.
Team Email Integration: Enhance Collaboration, And Compliance
Leverage the power of Survey Booker’s seamless email integration. Your team can effortlessly communicate with customers and referral partners using their own email addresses or a central email depending on your preference. Every email sent is recorded to the job record helping to automatically manage compliance and boost your customer management. What’s more, the log captures customer replies, helping to support collaboration and visibility of requests. Stay synced and compliant while effortlessly maintaining a cohesive team approach.
Reporting: Analysing Team Metrics by User for Informed Decision-Making
Access comprehensive reporting metrics categorised by user, enabling effortless performance evaluation for each of your team members, whether they’re part of the sales, admin or surveyor teams. This data empowers you to identify high-achievers and provide necessary assistance to those requiring additional support. Metrics encompass a wide spectrum, including sales conversion rates and turnaround times.
Appointment Scheduling: Simplified And Streamlined User Availability Management
Configure your surveyors’ work schedules and seamlessly integrate them into your availability settings. Plan time off, including custom events such as CPD afternoons and enjoy a hassle-free process when booking appointments. Effortlessly visualise user availability for swift and convenient appointment scheduling.
Explore our Array of Business-Boosting Features
Use the links below to see how else Survey Booker can help you boost your business. There are an array of ways to streamline your processes and spend time where you add truly add value.
Small business features
Large business features
Having implemented Survey Booker from pretty much the onset of starting the business, it’s difficult to say exactly how much time being saved. However, given that it’s so much quicker to produce an automated quote and follow-ups, I’d say easily over a day a week in administrative tasks but it’s also allowed us to take on consultants as well as full-time staff and grow rapidly.
Anthony Spencer
AMS Surveys