Every survey, quote and report in one place.
A concept dashboard for a building surveying practice that had outgrown its spreadsheets, inbox and whiteboard.
Good morning, Niamh
Enquiry2
Quoted2
Booked2
Report due2
| Survey | Property | Progress | Due |
|---|---|---|---|
| Condition survey | Rose Terrace | Mon | |
| Dilapidations | Kilbride Hall | Wed | |
| Defects survey | The Mill Apartments | Thu | |
| Valuation | Oakleigh | Fri |
- Send Harbour Court the snag list quoteToday
- Confirm access for The Mill ApartmentsTomorrow
- Upload Rose Terrace photos to the reportMon
- Invoice Glen House surveyDone
Conceptual interface for demonstration. Kestrel Surveying is a fictional business and this is not a live product.
A busy practice, running on separate files.
Enquiries arrived by phone and email, quotes lived in one spreadsheet, bookings in another and report deadlines on a whiteboard. Nobody had one view of what was waiting, booked or overdue.
This concept imagines a small, focused tool built around how the surveyors already work: a jobs board, simple survey tracking, a task list and a few automations that remove the copying between systems.
Where it started.
Three files, a sticky note and the same client entered twice. Illustrative example.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Name | Phone | Status | Notes |
| 2 | J. Murphy | 087 ••• 412 | called?? | wants quote |
| 3 | Harbour Dental | 01 ••• 880 | see email | |
| 4 | Oak & Ivy | LOST? | price? | |
| 5 | Murphy, John | 087 ••• 412 | duplicate? | |
| 6 | Kerr Studio | 085 ••• 201 | follow up | Tues |
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Client | Job | € | Sent |
| 2 | Harbour Dental | Website | 4,200 | ? |
| 3 | Kerr Studio | Brochure | 1,350 | 12/3 |
| 4 | J Murphy | Logo + cards | no | |
| 5 | Northside Physio | Website | 3,900 | expired |
| A | B | C | |
|---|---|---|---|
| 1 | Who | When | Done |
| 2 | Sinead (Harbour) | last week | no |
| 3 | call Kerr | ? | |
| 4 | Oak & Ivy | maybe |
Ring Harbour Dental about the quote!!
What happens automatically.
Routine steps run on their own, so the team spends its time on surveys rather than admin.
- Website enquiryA visitor fills in your contact form
- New leadIt appears in your dashboard, tagged by service
- QuoteA quote is drafted from your template
- ReminderYou're reminded if there's no reply after five days
What we explored
- A jobs board from enquiry to finished report.
- Survey tracking with progress and due dates.
- Quote status at a glance, with reminders for quotes awaiting a reply.
- A shared task list for the office and surveyors.
- Automations connecting the website enquiry form, calendar and email.
Spend less time on admin and more on the work.
An independently developed concept created to demonstrate our approach. Not a commissioned client project.
