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From the first enquiry to the paid invoice: online booking with instant quotes, a pipeline, shared diary, client portal, invoicing with Xero or QuickBooks sync, and automations that chase things for you.
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This week
New enquiry · Level 3 · SL6
Quote accepted and signed online
Inspection booked · Thu 10:00
Report completed · client notified
Invoice paid · synced to Xero
The difference
The same platform that writes the report also wins the job, books it in and gets you paid.
automation triggers across the job lifecycle
accounting integrations: Xero and QuickBooks
team roles for multi-surveyor firms
How it works
Every stage connects to the next, so nothing slips through.
Your booking page prices jobs instantly using your own fee rules.
Send a quote that clients accept and sign online, then convert it to a job.
Schedule the visit in the diary and write the report in the same place.
Invoice, take payment and sync to your accounts — with automatic chasers.
What's included
Designed for sole practitioners and multi-surveyor firms alike.
Instant quotes based on area, property type, bedrooms, tenure and survey level — calculated with your own pricing.
Track every enquiry, send follow-ups and convert accepted quotes into jobs.
A shared calendar of inspections, with distance estimates between visits.
Clients see their accepted quote, requested documents, scheduled visits and final report.
Raise invoices, take card payments and sync to Xero or QuickBooks.
When a lead arrives, a quote is sent or accepted, a report completes or an invoice is paid or overdue — send an email or SMS, call a webhook or create a task.
Connect a Gmail or Outlook mailbox and reply from reusable email templates.
Track referrers with referral codes and commission percentages.
Owner, admin, surveyor and viewer roles with firm-wide settings. Surveys stay private to each surveyor.
Good to know
Send a simple feedback survey after each job and track your satisfaction scores in Analytics.
Clients can request a survey and get an instant quote from your booking page, accept and sign quotes online, and pay invoices by card.
Invoices sync with Xero or QuickBooks.
Yes. Invite colleagues with owner, admin, surveyor or viewer roles. Each surveyor’s surveys stay private to them.
Send emails or SMS, call a webhook or create a task when key events happen, with an optional delay.
Explore the platform
Dictation drafted into RICS sections with condition ratings.
Every site photo sorted, captioned and PDF-ready.
17 UK data sources on any property in one click.
Legal Issues, Risks, repair plans and a report-wide assistant.
Branded PDFs, cover designer, templates and secure links.
Case studies, newsletters and local search insight.
RICS responsible-AI records and data protection built in.
RICS members only
Join the waitlist and we’ll invite you as places open.