Full-featured access
Use the wider Survey Booker toolset appropriate to your role and responsibilities.
WEB AND MOBILE ACCESS
The right experience for every person, wherever work takes them.
Give office teams comprehensive browser access, surveyors and referrers focused mobile apps, and customers a responsive portal that works across their devices.
Each experience is designed around what that person needs to do, while keeping the wider journey connected in Survey Booker.
Full web application Purpose-built mobile apps Responsive customer portal
ACCESS SHAPED AROUND THE USER
Start exploring
Connected does not mean giving everyone the same screen.
Survey Booker provides different routes for the people involved in the surveying journey. Business teams can access the full cloud-based platform, field surveyors and referral partners have focused mobile apps, and customers use a secure, mobile-friendly browser portal with no app download required.
THE FULL SURVEY BOOKER WEB APPLICATION
Comprehensive access for teams working at a desk or remotely.
Open Survey Booker through a supported web browser to manage the wider operation, from leads and customers to jobs, teams, appointments, communication, reporting and settings.
THE COMPLETE OPERATIONAL VIEW
Run the business through a secure browser experience
The web application provides the broadest Survey Booker experience for sales, administration, management and surveying teams. Responsive access supports different screen sizes while retaining the tools appropriate to the user.
Leads and quotationsJobs and customersCalendars and tasksReportingBusiness settings
One connected record
Move between leads, customers, jobs and activity without relying on separate systems.
Access beyond the office
Sign in through a supported browser when working from another appropriate location or device.
Controlled user access
Support secure sign-in and access shaped around the individual user and business setup.
SURVEY BOOKER SURVEYOR MOBILE APP
Keep assigned work close while surveyors are on the move.
The Surveyor Mobile App provides focused access to relevant appointments and job information, helping field-based professionals stay informed without recreating the entire desktop experience on a smaller screen.
FIELD ACCESS WITH PURPOSE
See what matters before, during and after the appointment
Surveyors can review assigned work and available job information from their mobile device, helping them prepare, stay aware of changes and keep relevant progress connected with the wider team.
Assigned jobsDaily appointmentsProperty detailsJob updatesPush notifications
Designed for smaller screens
Focused navigation makes essential job information easier to reach from a mobile device.
Useful away from the desk
Help surveyors stay connected with assigned work while moving through the working day.
Part of the same workflow
Mobile access supports the job rather than creating another disconnected place to manage it.
SURVEY BOOKER REFERRER MOBILE APP
Make opportunities easier to share wherever they arise.
Available on iOS and Android, the Referrer Mobile App gives approved referral partners a convenient route to submit opportunities, follow the progress made available to them and manage relevant updates.
01Submit referrals on the goShare available customer and property information at the point an opportunity arises.
02Follow permitted progressReview referrals, job stages and information the surveying firm has chosen to make visible.
03Choose notification preferencesReceive relevant push, email or combined updates according to the options provided.
RESPONSIVE CUSTOMER PORTAL
A mobile-friendly customer experience with no app to download.
Customers access their secure portal through a web browser. The responsive experience adapts across desktop, tablet and mobile so they can use the available self-service tools on the device that suits them.
Browser-based customer access
The Customer Portal is not a downloadable customer app. Customers follow their secure portal link and use the responsive web experience through their browser.
ONE PORTAL ACROSS DEVICES
Let customers return to the journey when it suits them
Depending on the facilities enabled by the surveying firm and the stage of the instruction, customers can access relevant updates, messages, documents and available actions through their secure portal.
Desktop browserTablet browserMobile browserSecure portal link
SELF-SERVICE WHERE APPROPRIATE
Move from quotation towards booking without unnecessary friction
Customers can review available quotation information and, where enabled, continue through the appropriate online booking journey. This gives them a convenient route forward while keeping the resulting activity connected to Survey Booker.
Review quotationsAvailable booking optionsResponsive checkoutConnected customer record
No installation barrier
Customers can use their secure browser link without visiting an app store or installing software.
Familiar on every screen
The responsive portal adapts to the available screen while maintaining a consistent customer journey.
Controlled by the practice
The surveying firm determines which relevant information and actions are available at each stage.
EXPLORE THE COMPLETE PLATFORM
Flexible access is most valuable when the wider workflow is connected.
Explore the Survey Booker features supporting each opportunity, instruction 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 accessPurposeful experiences for teams, surveyors, referrers and customers→
Access the tools supporting each type of work.
Explore the connected workflows created for survey and valuation practices and project-led businesses.
SURVEY AND VALUATIONFrom enquiry to completed reportConnect sales, booking, terms, appointments, reporting, communication and compliance.Explore survey and valuation →PROJECT MANAGEMENTFrom opportunity to delivered projectCoordinate customers, stages, tasks, documents, appointments and commercial activity.Explore project management →
ACCESS SHAPED AROUND THE JOURNEY
See each web and mobile experience working together.
Book a tailored demonstration to explore the full web application, Surveyor Mobile App, Referrer Mobile App and responsive Customer Portal.