Booked online
The client accepts the quote, agrees your terms and pays on their booking page, with the questions you want answered before the inspection.
SiteWrite CRM · Job scheduling
Job scheduling with a diary that knows which surveyor is free.
Your office books every inspection in one diary that knows how many surveys each surveyor takes a day, where they work and when they are off. Clients agree the quote and pay online first.
Three founding firms, starting early in 2027: free for three months, then half price for life.
How it works
From a paid booking to an inspection on their phone.
01
02
Arranged by you
Your office picks the day and the surveyor in one diary, then the CRM confirms it with the client.
03
On their phone
The inspection goes to the surveyor doing it, on their calendar and on a private page with everything they need.
04
Marked done
They mark the inspection done, and the survey moves on to the report, the invoice and the review request.
The detail
What the scheduling diary checks.
Capacity per surveyor
How many surveys each surveyor takes a day, their working days and hours, and the postcode areas they cover.
One diary
Every inspection by every surveyor in one diary, so the office can see the week and who has room.
Calendar feeds
Each surveyor can subscribe to their own calendar feed, and every inspection also comes as a calendar file for their phone.
A page for each inspection
The brief, the address, access details and the answers the client gave, on a private page that needs no login.
Your questions
Your own questions on the enquiry form or the booking page, for every kind of survey or only some, shown wherever they are needed.
Just you?
A sole surveyor is set up as their own team member, so the diary, the inspection page and the reminders work the same way.
Said plainly: Clients do not pick a time slot themselves: they book and pay online, and your office arranges the inspection with them.
Also in SiteWrite CRM: quotes and invoices · client portal · everything it does.
Founding firms
Be one of our three founding firms.
Founding firms get the CRM free for three months and set it up with us, then pay half price for life. Chris reads every application himself, and everyone who applies hears back either way.
Questions
Questions firms ask.
- Can clients book their own appointment time?
- Not yet. Clients accept the quote and pay online, then your office arranges the date with them and the CRM confirms it.
- Does it work with my surveyors’ calendars?
- Each surveyor can subscribe to their own calendar feed, which can be a few hours behind, and every inspection also comes as a calendar file they can add straight away.
- Can I control how much work each surveyor gets?
- Yes. You set how many surveys each surveyor takes a day, their working days and hours, and the areas they cover.
- What does the surveyor see?
- A private page for each inspection with the brief, the address, access details and the client’s answers. They mark the inspection done there.
Something not answered here? Email hello@sitewrite.ai.