Every enquiry in one place
An online enquiry form with your own questions, and every enquiry, from the form or the phone, on one board with what happens next.
SiteWrite CRM
Practice management software for surveying firms.
From the first enquiry to the finished survey: quotes, terms, payment, booked inspections, delivery of the report and reviews in one place, run by your office and your surveyors.
£79 a month on its own, or £49 on SiteWrite Pro. Office logins free, monthly, no contract.
What it does
The whole survey, start to finish.
Built for the line every survey follows: an enquiry, a quote, terms, payment, an inspection, and the report delivered at the end.
01
02
Quotes that follow themselves up
A set price or a price you quote, with VAT handled either way. Clients accept online, and a reminder goes before a quote runs out.
03
Terms and payment before you travel
The client accepts your terms online and pays by card or bank transfer, before the inspection, on the day or after the report, as you choose. Unpaid surveys are chased for you.
04
Bookings and inspections
One diary for your surveyors, how many surveys each takes a day, calendar feeds for their phones, and a page for each inspection with everything they need on the day.
05
Delivery and the client portal
Issue the report. The client follows progress, pays, and downloads the invoice and report from their own page, then gets a review request.
06
Your surveyors and their pay
Employed or self-employed, with fee shares, the documents you need from each surveyor, reminders before they expire, and pay statements on your pay day.
In more detail: quotes and invoices · job scheduling · client portal.
Yours, not ours
Set up for the way your firm works.
Every screen, email and client page uses your practice's words. The Surveying preset starts with these, and any of them can be changed.
| Preset | Who does the work | The job | The visit | What is sent |
|---|---|---|---|---|
| Surveying | surveyor | survey | inspection | report |
Your services and prices
Each kind of survey has its own price, a price by property value, or says "we quote", and you decide whether clients can book it straight away or you check each one first.
Your emails
Every email that goes to a client is a template you can edit, in your firm’s name and from your own address.
A test mode
Until you switch the CRM on for clients, every email it would send goes to you alone, so you can try it end to end first.
About 45 minutes to set up
Eight short steps, about 45 minutes. If you would rather go through it together, email us.
Your own database
Each firm's data sits in its own separate database. It is never pooled with another firm's.
Writing the reports too? SiteWrite Reports turns site notes into RICS Home Survey Level 2 and Level 3 reports and valuations. The CRM costs less on its Pro plan. How the two fit a surveying practice.
Getting started
Set up around how your firm works.
- Tell us about your firmYour surveyors, your jobs a month and what you use today. A two-minute form.
- We get in touchWithin two working days, to talk through how you work and answer your questions.
- We set it upDo it yourself at no charge, or have guided set-up for £395: up to 5 hours of calls and checks with us.
For surveying firms of every kind, from a sole surveyor to a practice with a team on fee shares. £79 a month on its own or £49 on SiteWrite Pro, office logins free, no contract.
Questions
Questions surveying practices ask.
- Who is SiteWrite CRM for?
- Surveying practices, from a sole surveyor to a team: an enquiry, a quote, an inspection booked with one of your surveyors, and a report at the end. Surveyors can be employed or self-employed on fee shares.
- Is it a CRM or practice management software?
- Both. A general CRM tracks leads and deals; practice management software runs the work itself. SiteWrite CRM does the two together: the enquiry and the quote, then the terms, payment, the booked inspection, delivery of the report and the review.
- Do I need SiteWrite Reports to use it?
- No. SiteWrite CRM works on its own at £79 a month, plus £29 a month for each surveyor you give work to in it. On SiteWrite Pro it is £49 a month, and your Pro surveyors need no other seat. Office logins are free and unlimited.
- How much will it cost?
- £79 a month on its own, with a £29 CRM seat for each surveyor you give work to: £108 a month for a sole surveyor. On SiteWrite Pro (£99 a month per surveyor) it is £49 a month, and a surveyor who writes reports in another tool is a £29 CRM seat. Office logins are unlimited and free, and there is no contract. You can set it up yourself at no charge, or have guided set-up for £395, which covers up to 5 hours of calls and checks with us; further help is £85 an hour.
- Can my clients pay and follow the job online?
- Yes. They accept the quote and your terms, pay by card or bank transfer, follow progress and download the report from their own page. Your office arranges the inspection date with them.
- Is my firm’s data kept apart from other firms?
- Yes. Every firm has its own separate database.
Something not answered here? Email hello@sitewrite.ai.