Easy team management
Create task groups and sub-tasks, set timelines, and assign surveyors to the jobs they need to carry out. Reminders can be set to ensure nothing gets forgotten and every project stay on track. Discussion boards allow the team to follow what is happening on each task they are working on and help to keep projects collaborative.
Transparent processes
All team members assigned to a project can see what they need to do whenever they log in. View all assigned tasks in either a list view or within each project. This ensures tasks aren’t forgotten and you can easily see who might need additional support to keep things on track.
Team members can leave comments on each task so you can see what decisions have been made, making project reviews easier.
Simplicity for your customers
Tracking quotes, jobs and documents through different email chains can be frustrating. You can provide your customers with accounts so they can review their quote and job history, view documents or even make payments. They can even send messages through the system for each instruction to help keep communication for each project clear and simple.
A quality customer experience from sales through to the end of a job is key to winning repeat business and strengthening relationships.
Integrations
Payments and Terms
Automate payment processes by integrating a Stripe or Worldpay account. Alternatively, you can request BACS payments and mark payments as received. Automatically create invoices for payments received via Zapier.
Report writing
Set up reports in your report writing software at the click of a button. Prefill information such as customer name, property address and more so you can focus on writing reports.
Zapier
Make life easier by connecting your Surveyor CRM account to almost any other software through Zapier. Integrate calendars, automate invoice creation, build email marketing lists and much more.
Lead Generation
Manage your leads from various sources in one place. Whether from your website with our enquiry forms, lead generation sites or referrers.
Book a demo
We are always on hand to provide a demo of our system so you can understand exactly how Surveyor CRM can support and improve your existing processes. Book your demo now.