This update is to provide you with new ways to customise your account and processes!

Workflows

Data integrations

Conflict of interest

Tentative booking (TBC)

Smaller features

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.

Guide 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.

Guide coming soon

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.

Guide coming 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

Guide coming soon

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

Guide coming soon

Various smaller refinements to make life easier

TO BE CONFIRMED

The list of smaller features included is to be confirmed.