Workflows
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.
Sprift Integration
Why have we made this update?
Automate desktop research and much more with this data integration.
Full details will be shared in due course.
Rightmove SCT Integration
Why have we made this update?
Set up a property in Rightmove SCT ready to create a report and pull back the completed comparables into Survey Booker for record keeping.
Full details to be shared soon.
Conflict of interest checks
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
Tentative booking step
Why have we made this update?
We’re introducing an optional tentative booking step for job types. This allows you to set an initial tentative date, which will appear as ‘tentative’ in your calendar and any connected calendars. You can also email the customer to notify them of the tentative date.
Once the appointment is confirmed, you can update the status to ‘booked’, triggering the usual appointment confirmation emails and automations.
If you don’t need to tentatively book appointments, you can keep this setting inactive to process jobs as normal.
Plans: Pro / Advanced / Enterprise
Various smaller refinements to make life easier
TO BE CONFIRMED
The list of smaller features included is to be confirmed.