Property, location and survey requirements enter Survey Booker through the connected quote journey.
PANEL MANAGEMENT
Expand your reach without losing control.
Route, allocate and oversee outsourced surveying work through one connected panel management system.
Survey Booker helps firms extend coverage and capacity while retaining control over pricing, partner requirements, data visibility, live progress and reporting.
Wider coverage Trusted allocation Complete oversight
GROW BEYOND YOUR OWN CAPACITY
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Outsource work without sending the customer journey outside your control.
Survey Booker connects pricing, routing, partner allocation, secure collaboration and reporting. Your team can extend its geographical reach or manage periods of high demand while keeping the instruction visible from first quote through to completion.
SMART LEAD ROUTING AND PRICING
Let each opportunity follow the right route from the very beginning.
When a consumer completes your quote form, Survey Booker can assess the property, service and coverage information to determine whether the enquiry follows direct pricing, local delivery or an external panel route.
THE RIGHT ROUTE BEFORE BOOKING
Respond to location, coverage and service requirements automatically
Configure how work should be handled across your own team and external network. The appropriate pricing and booking journey can then be presented without staff manually reviewing every new enquiry first.
Direct pricingLocal coveragePanel pricingSurvey typeQuote journey
AUTOMATED JOB ALLOCATION AND PANEL OFFERS
Offer booked work to the right panel firms without the email chase.
Once a customer books, the job can be offered to eligible panel firms according to coverage area and survey type. Your team can also select a partner manually from the job timeline whenever a more considered choice is needed.
ALLOCATION WITHIN THE WORKFLOW
Move from customer booking to partner offer more efficiently
Eligible firms can receive the opportunity promptly, respond within the connected process and allow the instruction to progress without a chain of separate calls, spreadsheets and forwarded emails.
Automatic offersManual selectionCoverage matchingSurvey type matchingOffer responses
Protect valuable opportunities
Keep suitable work moving even when it sits outside your direct coverage or available capacity.
Reduce manual coordination
Replace repetitive partner emails and calls with a clearer offer and response workflow.
Retain human choice
Use automated rules where appropriate while keeping manual allocation available to your team.
PANEL PORTAL AND CONNECTED ACCOUNTS
Give every partner a practical way to take part.
Panel firms do not need to use the same software setup to work within your network. Survey Booker supports two routes, allowing each partner to receive and progress work through the approach suited to them.
01Dedicated Panel PortalFirms that do not use Survey Booker can view offers, accept or reject work and update jobs through to completion.
02Connected Survey Booker accountExisting users can connect their account for direct, system-to-system job sharing.
03One managed networkYour business keeps visibility of both routes within the same panel management process.
PARTNER GOVERNANCE, COMPLIANCE AND PRIVACY
Set the standards for your panel and the boundaries for every job.
Keep the commercial benefits of outsourcing without giving up appropriate governance. Configure each firm’s coverage, accepted work types and compliance requirements, then control what external partners can see within the job record.
CONTROL THAT STAYS WITH YOUR BUSINESS
Manage the relationship at firm and job level
Record the information needed to govern your network, including coverage areas, accepted survey types and requirements such as professional indemnity cover. Granular timeline permissions help your team decide which customer, job, note and document information is appropriate to share.
Coverage areasAccepted job typesPI cover detailsPrivacy controlsDocument visibility
Define firm coverage
Record where each partner operates and the types of work they are prepared to accept.
Support compliance checks
Keep relevant partner requirements, including professional indemnity information, more visible.
Choose what is visible
Control access to sensitive customer, job, note and document information on the timeline.
Keep decisions recorded
Maintain a clearer operational record of partner settings, offers, responses and progress.
LIVE PROGRESS, PERFORMANCE AND REPORTING
Keep the outsourced instruction visible from offer to completion.
The primary firm and panel partner can follow progress in real time, while reporting and statement views provide the wider commercial picture across the network.
A SHARED VIEW OF PROGRESS
Know what is happening without repeatedly asking for an update
Connected statuses and job information help both businesses understand where the instruction has reached. The originating firm can maintain customer oversight while the panel partner progresses the work available to them.
Live job statusConnected timelinePartner updatesCompletion trackingCustomer oversight
PERFORMANCE AND FINANCIAL VISIBILITY
Understand how each panel relationship is performing
Review monthly measures by firm, including offers made, accepted, rejected or missed, completed jobs and fees earned. Reporting and statement views give teams a clearer basis for partner conversations, payments and network decisions.
OffersMade and accepted
ResponsesRejected or missed
DeliveryJobs completed
FinancialFees and statements
Expand with confidence
Accept opportunities beyond your immediate coverage or capacity without losing sight of the instruction.
Protect the customer journey
Keep progress connected so your team can retain oversight of the experience delivered in your name.
Improve the network
Use response, completion and financial information to strengthen panel decisions over time.
EXPLORE THE COMPLETE PLATFORM
Panel management is stronger when the wider customer journey is connected too.
Explore the Survey Booker features supporting each opportunity, instruction, partner and customer from first enquiry through to completion.
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→
Connect panel delivery with the work already moving through your business.
Explore the wider workflows created for survey and valuation practices and project-led businesses.
SURVEY AND VALUATIONCoordinate the complete instructionConnect sales, booking, terms, appointments, reporting, communication and compliance.Explore survey and valuation →PROJECT MANAGEMENTBring teams around the projectCoordinate customers, stages, tasks, documents, appointments and commercial activity.Explore project management →
BUILD A MORE CONNECTED PANEL NETWORK
Expand coverage and capacity while keeping control of the journey.
Book a tailored demonstration to explore smart routing, partner allocation, panel access, privacy controls, live progress and performance reporting for your business.