SurveyBooker

Why have we made this update? 

This update enhances customization of table views, allowing you to control what appears on the initial load for different tables. You can set up preferred views, apply filters, save them as preferences, and choose a default view for easy access.

We’re also improving table navigation across the system to make it more intuitive.

Full details will be provided closer to release.

Why have we made this update? 

To support conflict of interest checks, we’re introducing a new Conflicts of Interest section in job records. This will allow you to record who conducted the check, when it was done, what resources were used, and who was checked, providing clear evidence for audits.

We’ve been liaising with RICS to review both existing and new requirements, ensuring the available options help you meet compliance standards.

Plans: All

This update enables you to build custom automations tailored to your workflows. You can create workflows for:

• Surveys
• Projects
• Referral partners

Define trigger points, set conditions to determine which records are included, and automate actions such as:

• Sending an email
• Sending an SMS
• Creating a task
• Adding a note

For example, you could automate an email reminder for a Help to Buy customer shortly after their report is uploaded, prompting them to explore your desktop extension service. Or, for referral records, you could set a task to follow up if a referrer hasn’t shared a lead in a while.

Plans: This feature is available on all plans, with a set number of free workflows per month based on your plan. Additional actions beyond your free limit will be chargeable, with full details coming soon.

Why have we made this update? 

Ahead of a larger table views update in our next release, this update will provide you with the ability to:

• View the quote column with price excl and incl VAT
• Add custom fields you’ve created to the quotes/job table so you can filter the table by those values
• Set the order of the columns in the table to view how you prefer
• The next deadline will state what it is for: Task, Appointment, Report due, or Review due

Plans: All (number of columns added subject to plan)

Why have we made this update? 

Just like contacted and archive reasons, you can now customise property types for selection on quote forms and job records. Add your own property types and specify whether they are residential or commercial, allowing you to tailor options to match your reporting style.

Plans: All

Why have we made this update? 

Currently, we send out links to customers that do not expire. To help keep your documents secure, we will send out links that expire so that a link can’t end up in the wrong hands with the document accessible. By sharing expiring links, a link will be valid when it’s needed and then no longer allow access once it has expired to help keep your documents safe.

Available on: all plans

How it works: the link received by a customer to download their report will be active for 7 days and then expire. After this you can resend a new link or the customer can download their report via their account.

**IMPORTANT DETAILS**

REPORTS / REPORT AVAILABLE EMAIL TEMPLATE: Any links sent to customers before the update will all become invalid/expire. We recommend updating your email template before the update to say your link will be valid until COB on the 27th December. A new link can be accessed by logging into the customer portal.

For reports sent out after the update, the link will be valid for 7 days. After this the link will expire. We recommend updating your report available template after the update to state that report download links are valid for 7 days after which the report can be accessed via the customer portal.

EMAIL SIGNATURES: any email signatures set up using a link to a document from the email settings documents tab will no longer work and your image will not appear in any email templates sent out after the update. You MUST upload your email signature images to your website media area and use the media URL in your email templates for your email signature to use any imagery.

Note: This does not affect terms sent to customers to be signed – these links will continue to work as these are separate to stored documents.

Why have we made this update? 

Currently, when you delete users, any active jobs, tasks etc will remain assigned to the deleted user. This update allows you to reassign any active records to other users so that they can be continued up by someone else, saving the need to manually update records individually.

Available on: All plans 

Manage user settings

• Select the user you want to delete
• Use the pop up that appears to set which active record types should be assigned to other users
• Archived, cancelled and completed records will remain assigned to the deleted user for reporting purposes

Why have we made this update? 

This new field and table column allows you to set your own Red, Amber, Green status colour to see which leads you need to deal with as a priority.

Available on: Enterprise

Settings:

• Use the settings to set how long a lead stays green and how long it stays amber before turning red and set which lead sources the SLA applies to
• View the remaining SLA time or time over the SLA on the quotes table

Why have we made this update? 

There are two reasons. Firstly, different providers offer different features and billing. This update means you can choose your preferred provider. Secondly, should one provider go down, you can switch temporarily to the alternative provider to keep messages sending until the other one comes back online.

Available on: Advanced, Enterprise

• Choose if you are integrated via SMS Global or Twilio.
• Add your integration details and set up credits on the relevant platform.

Why have we made this update? 

Trigger a custom SMS message to a customer on a survey when you make an update to a job on another system.

Available on: Advanced, Enterprise

Why have we made this update? 

To make it easier to add nots and alert certain team members to key notes you’ll now be able to tag a team member in a note. This will notify them so they are kept in the loop on any important updates. We’ve also simplified note creation, removing the add note button to display a notes textbox allowing formatting of notes, a single field and quicker saving.

Available on: All plans 

• Tag a user in a comment
• The user can be advised by email notification (based on their notification settings), mobile app push notification, or via the new “Tags” section in the notification table.
• Tag a user by inputting @ and then typing the user’s name or tag @AccountManager to tag the account manager of a referrer in a note.

Why have we made this update? 

Currently, we process reports and exports in real-time. This limits the size of the report or export that can be run to ensure we can still load other data for you. In this update, we’re changing how we process exports and the reporting page to enable you to run larger reports of up to 12 months at a time (data limits may still apply). 

Available on: all plans

Exports: after you request an export, instead of instantly downloading, we will process the data into a spreadsheet and email you the export link so you can download your data. This enables us to build larger exports in the background and email them to you after a few minutes. Your export request will join a queue and process once any other exports have been completed.

Reporting page: after pressing run report, our system will start compiling your report. Once it is completed it will display on the reporting page. This will take slightly longer to process but allow you to select larger date ranges of up to 12 months (limits may still apply).

Why have we made this update? 

We’ve added the OAuth2.0 email integration in order to help provide the latest connection method as required by Google’s new security policies. We’ve also added the calendar integration to help you book jobs directly into your user calendars as you can currently do with Office 365. 

Emails available on: All plans 

Calendar available on: Pro, Advanced, Enterprise

Why have we made this update? 

We want to make finding important information quicker and provide a clearer breakdown of your quote. Whilst we love our current timeline as it’s simple, a lot of the empty spaces can be better used to show key items. For example, you can now quickly see the payment and terms status on a job. It’s also allowed us to introduce updates to make adding contacts faster, control what they can do and group different fields together better.

Available on: all plans

Layout

• Sidebar to enable easy navigation to different tabs no matter where you are on the job page
• Updated what’s next section to show the payment and terms status without needing to scroll.
• Updated general information section to clearly breakdown key dates, assigned users, source and more.
• A more detailed quote section so you can see how your quote breaks down in detail

Additional contacts

• You can now add multiple additional contacts.
• Set if they can view the job via an account (note: only the primary customer can sign terms and pay)
• Set if the additional contact should receive job updates or not – simply tick or untick the setting

Why have we made this update? 

For other jobs, your report may consist of multiple documents (e.g. Scottish Home reports comprise of 3-4 parts). You can now upload each document separately, also allowing customers or referrers to upload documents, view and comment on them before merging them with title pages into a final report. 

Available on: Pro, Advanced, Enterprise

Select service settings

• Set if there are multiple documents for the report (set the document name and if customers can view, comment or upload)
• Set if the final report should merge each document setting the order and any standard title pages needed)
• You can set if any documents should be visible to the customer and/or referrer, and/or be uploadable by the customer/referrer.
• If visible, the customer is able to submit comments at the draft submitted stage.

Why have we made this update? 

We’ve added webhooks so you can automatically keep other systems you use updated as your job progresses in Survey Booker. Remove the need to manually update jobs as they progress by simply automating the process. 

Available on: Enterprise

• Set when job data should be sent to another system you use.
• Choose the trigger point and which job types it should send for.