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These guides will help your surveying company succeed.
Everything from starting your company, to getting more clients.
Useful software systems for your surveying company
The most successful companies focus on building the best systems.
Efficient systems free up your time for high-value activities. You can grow your business. You can be proactive, rather than reactive.
We’ve put together a list of software to help your surveying company become unstoppable.
Pipedrive is the best CRM software we’ve used.
Simple and powerful. It keeps you laser-focused on the right deals.
Once you’ve configured Pipedrive, it will automatically keep track of your email conversations. You can schedule sales tasks, check forecasts, and track the progress of your deals. It saves so much time!
Visio is a software tool for drawing professional-looking floorplans.
The software has templates for data/process flow diagrams, network diagrams, and floor plans. Surveyors often tell us Visio is easy to use and creates professional-looking floorplans.
Visio is a very widely used in the asbestos surveying industry because of its simplicity.
FreeAgent is a powerful and easy-to-use accounting software.
You can record expenses, fire off an invoice, check your cash flow, and stay on top of your tax. The software connects with your bank, so your bank transactions are imported into FreeAgent automatically.
Squarespace lets you build your own website.
Nowadays, you don’t need a professional web developer to make you a website.
Creating a website with Squarespace takes a bit of time and patience, but you don’t need any special technical skills.
Calendly helps you schedule meetings without the back-and-forth emails.
Send your Calendly link to clients or prospects. The meeting goes directly into your diary. Magic!
Here’s an example of the Calendly booking form we use to schedule software demos.
Grammarly is a proofreading app that checks your grammar as you write.
If you write social media posts, blog articles, or emails to clients, Grammarly is a must-have tool. It makes your writing punchy and clear. It even checks your tone of voice. Amazing!
Hudson’s Procurement Portal helps you find tender opportunities easily.
Hudson manually searches thousands of sites daily, and uploads public and private contracts. The Hudson Procurement Portal is a useful place to find surveying contracts.
Ubersuggest tells you which keywords your website ranks highly for in the search engines.
The online portal provides keyword suggestions for your content writing and SEO strategies. Another neat feature of Ubersuggest is the ability to check out your competitors websites and keywords. Armed with this knowledge, you can write great content that ranks highly in Google.
My Transport Planner optimises your vehicle routes, so your surveyors spend less time travelling and more time on-site.
This software may be useful for surveying companies, with a fleet of vehicles. You enter your jobs for the day; my transport planner calculates the vehicle routes, then you can allocate your jobs to surveyors.
Ricochet helps you qualify business leads, quickly.
Get instant insights and information on new sales opportunities using Ricochet’s browser plugin. Ricochet is a powerful tool when it comes to sales prospecting. It cuts your research and qualifying time by 60%. The browser extension works well with Pipedrive, another of our software picks in this list.
Flow Mobile Surveying is a mobile app for surveying, with fast report turnaround.
The mobile app for Android and IOS lets you carry out on-site surveys for asbestos, fire safety, and ductwork inspections. The dashboard enables you to create professional-looking reports for your clients in minutes.
PS. We're the chaps behind Flow Mobile Surveying, so get in touch for more info!
Good systems can have a huge effect on your companies profits.
Even if you start small and make a 1% improvement in everything you do, the effects on your business will be amazing.