We’re excited to introduce our latest time-saving feature – a seamless integration between Survey Booker and the Rightmove Surveyor Comparable Tool (SCT). This powerful update brings together two key tools in your workflow, helping you manage comparable evidence faster, stay compliant with RICS Red Book requirements, and keep everything in one place – without switching […] The post 🚨 New Integration: Survey Booker × Rightmove SCT appeared first on Survey Booker CRM.| Survey Booker CRM
🚀 Introducing Workflows – Smarter Automation, Bigger Impact 💡 We’ve just rolled out a powerful new feature: Workflows – built to help you automate the right actions at the right time, across your Surveys, Projects, and Referrers. Think of it as your behind-the-scenes assistant, helping your team follow up, follow through, and stay ahead – […] The post 🚀 Introducing Workflows – Smarter Automation, Bigger Impact 💡 appeared first on Survey Booker CRM.| Survey Booker CRM
🚀 System Refinements to Boost Your Experience We’ve rolled out a series of updates across Survey Booker to make your day-to-day smoother and your experience more personalised, without overwhelming your workflow. Whether it’s refining how your team uses the system, personalising customer interactions, or simply saving time, these customisations are designed to fit your way […] The post 🚀 System Refinements to Boost Your Experience appeared first on Survey Booker CRM.| Survey Booker CRM
🔐 Secure. Flexible. Yours. Introducing Custom User Roles in Survey Booker! Managing access to your data shouldn’t be a guessing game. That’s why we’ve launched Custom User Roles — giving you complete control over who can see what within your account. Now you can assign granular access levels, ensuring each team member only views what […] The post 🔐 Secure. Flexible. Yours. Introducing Custom User Roles in Survey Booker! appeared first on Survey Booker CRM.| Survey Booker CRM
⚡ Lead Response Time Matters – New Auto Lead Allocation. When you’re handling a high volume of enquiries, speed and accuracy are essential. That’s why we’ve introduced Automated Lead Allocation, a smarter way to make sure every lead is picked up promptly and by the right person. With intelligent rules in place, leads are automatically […]| Survey Booker CRM
Did you know that Survey Booker supports the Scottish Home Report process? This feature streamlines the creation and management of Home Reports, helping surveyors deliver a seamless experience to their clients.From Energy Performance Certificates to Single Survey and Property Questionnaire management, Survey Booker has you covered 🏴🏡 Full details, check out our Home Report feature […] The post 🏴 Introducing the Scottish Home Report! ...| Survey Booker CRM
If you’ve ever found yourself googling “Can I use AI with Goosechase?” — the answer is now a resounding YES.| Goosechase Blog
