Survey Booker Feature Release · Referrer Mobile App

A Game Changer for Referrers: Introducing the Survey Booker Referrer Mobile App

A faster, clearer and more convenient way for referral partners to submit opportunities, follow progress and stay connected wherever they are.

Referral relationships are incredibly valuable to surveying firms. Whether work comes from estate agents, mortgage brokers, solicitors, property professionals or other trusted partners, every referral is built on confidence.

Referrers want to know that the customers they introduce will be looked after. They also want a quick and convenient way to share new opportunities, follow their progress and access the information that matters to them.

That is why we have launched the new Survey Booker Referrer Mobile App, giving referral partners a simpler way to submit and track referrals wherever they are.

Available on iOS and Android, the app places the most important referral tools directly in the hands of your partners.

Make referring easier

A successful referral process should never feel like additional administration.

Referral partners are often working away from their desks, speaking with customers, attending appointments or moving between properties. If making a referral requires too many steps, it can easily be delayed or forgotten.

The Survey Booker Referrer Mobile App allows referral partners to submit new opportunities from their phone, using the referral options made available by the surveying firm.

By making it easier to refer at the moment an opportunity arises, firms can reduce friction, encourage greater engagement and potentially increase referral volumes.

Survey Booker Referrer Mobile App showing referral history and push notification settings

Give referrers greater visibility

Submitting a referral is only the beginning of the journey.

Once a customer has been introduced, referrers may want to know whether the enquiry has progressed, whether the customer has instructed and what stage the job has reached.

Through the app, referral partners can view their referrals and follow job updates using a clear timeline. Depending on the permissions selected by the surveying firm, they may also be able to access relevant customer and job information, key documents, final reports and notes.

This helps keep referral partners informed without requiring them to contact the surveying firm for every update.

It also provides valuable reassurance that the customers they introduce are being supported throughout their journey.

“Submitting a referral is only the beginning of the journey.”

Keep partners connected with timely notifications

Good referral relationships depend on communication, but that does not mean every update needs to be handled manually.

The app supports both push and email notifications, helping referral partners stay informed as their referrals progress.

Individual users can manage their notification preferences and choose how they would like to receive updates. They can select push notifications, email notifications or a combination of both for the stages that matter to them.

This creates a more responsive experience for referral partners while helping surveying teams reduce repetitive update requests and manual follow-up.

Important information, available on demand

The app brings together the information referral partners are most likely to need, including:

✓Recent referral and completion statistics
✓Referral fee information, where enabled
✓New referral submission options
✓A searchable list of existing referrals
✓Job timelines and progress updates
✓Statements and supporting information, where permitted
✓Contact details for their account manager or the surveying firm
✓Personal details and notification preferences

Rather than searching through emails or waiting for an update, referral partners can access the information available to them whenever they need it.

A referral experience that reflects your business

The app is designed to support the surveying firm’s own referral relationships.

Businesses can control which information and documents their partners are permitted to view. The appearance of the app can also be aligned with the colour settings used within the Survey Booker customer portal, helping to create a more consistent and recognisable experience.

The result is not simply another place to view a referral. It is an extension of the service and communication your firm provides to its professional partners.

Stronger engagement can lead to more referrals

Referral partners are more likely to remain engaged when the process is easy, communication is clear and progress is visible.

By giving referrers the ability to submit opportunities on the go, monitor activity and receive timely notifications, the Survey Booker Referrer Mobile App helps firms deliver a more connected referral experience.

It can also free internal teams from avoidable administration, allowing them to spend more time building valuable relationships with the people and organisations introducing new business.

For surveying firms that want to develop their referral networks, strengthen partner confidence and make it easier for referrers to keep sending opportunities, this could be a genuine game changer.

For existing customers

Already using Survey Booker?

The Referrer Mobile App is included within the Enterprise plan and is also available as a bolt-on for eligible Survey Booker customers.

If the feature is already included in your package, visit the Survey Booker support area for guidance on preparing your referrer settings, permissions, notifications and app styling before inviting partners to download the app.

If you would like to add the Referrer Mobile App to your account or discuss upgrading your package, please speak to your Survey Booker account manager.

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Discover Survey Booker

Not currently using Survey Booker?

The Referrer Mobile App is just one part of Survey Booker’s connected approach to managing enquiries, quotations, referrals, customers and surveying jobs.

If your firm wants to grow its professional referral network while giving partners a faster, clearer and more convenient experience, book a demonstration to see how Survey Booker could support your business.

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