Intelligent quoting, e-terms, payments, outreach, and job tracking — automated end-to-end for RICS-regulated firms. Go live in 5 days. Your team focuses on surveys. The admin runs itself.
PinLocal, CompareMyMove, Local Building Surveyors, your website, and manual entry — one pipeline with intelligent parsing and classification.
DocuSeal-powered digital signing. Terms pre-filled from the quote, sent automatically on acceptance, with scheduled reminders and signed PDF archiving.
Email, SMS, and WhatsApp — dispatched simultaneously with delivery and click tracking. See which channels convert, which messages get opened, and where to refine your workflow.
Calls transcribed and summarised directly into the CRM. Notes linked to the lead — no manual data entry after a conversation.
Two-way messaging threaded to each job. Clients reply via email, SMS, or their portal — everything in one place.
Every firm operates differently. We build custom workflows, integrations, and automations to match how your practice actually runs.
Enquiries from PinLocal, CompareMyMove, your website, and referral partners are parsed, quoted, and followed up — across email, SMS, and WhatsApp — before you've finished your inspection.
A dedicated UK-based team answers your phone when you're on site. Call details are pushed directly into SurveyStack as a new lead, triggering the full quoting pipeline. No missed calls, no voicemails, no lost instructions.
Your branded client portal lets clients review quotes, sign terms, make payments, track job progress, and download reports — without calling you. Professional service, even when you're unreachable.
Start solo. Add surveyors when you grow. SurveyStack handles surveyor assignment, calendar coordination, and workload distribution. The system scales; the price doesn't change.
Enquiries from PinLocal, CompareMyMove, your website, and referral partners are parsed, quoted, and followed up — across email, SMS, and WhatsApp — before you've finished your inspection.
A dedicated UK-based team answers your phone when you're on site. Call details are pushed directly into SurveyStack as a new lead, triggering the full quoting pipeline. No missed calls, no voicemails, no lost instructions.
Your branded client portal lets clients review quotes, sign terms, make payments, track job progress, and download reports — without calling you. Professional service, even when you're unreachable.
Start solo. Add surveyors when you grow. SurveyStack handles surveyor assignment, calendar coordination, and workload distribution. The system scales; the price doesn't change.
From PinLocal, CompareMyMove, your website, or manual entry. Intelligently parsed, classified, and enriched in seconds.
InstantYour pricing rules applied. Branded quote sent across email, SMS, and WhatsApp within seconds.
< 60 secClient accepts. E-terms sent. Payment collected. Job created and calendared.
~5 minSurveyor gets the calendar event with full property detail. Confirms. Uploads report. Client notified.
You surveySurveyStack ran a real RICS practice for 2,300+ surveys before a single external firm saw it. Every workflow exists because we needed it first.
Leads intelligently parsed and classified the moment they arrive. Quotes adapted to your pricing matrix by survey type and value band. Zero manual setup per enquiry.
L2, L3, valuations, CGT, matrimonial, Help to Buy, rent reviews, commercial — each with its own pricing, terms template, and workflow.
Guided onboarding tailored to your practice. We learn how your firm communicates, generate email content that matches your voice, and have you taking leads within the week.
Auto-generated, firm-specific AI risk register documenting every AI system used in your practice, with RAG-rated risks and quarterly review prompts. Downloadable PDF for your compliance records.
Every AI interaction logged — which model, what input, what output, who reviewed it. Immutable records for regulatory audits, PI insurance evidence, and client queries.
AI usage disclosed in your terms of engagement and report documentation. Clients informed in writing, with opt-out available — exactly as the RICS standard requires.
Your data is yours. Encrypted at rest and in transit. Isolated per organisation. Never shared between firms. Never used to train AI models. Full UK GDPR compliance.
Built-in guidance on AI capabilities, limitations, and risks — helping your team meet the RICS baseline knowledge requirement without external training.
Automated report summarising AI usage across your practice — how many AI-assisted outputs, review rates, and edit metrics. Ready for your annual RICS review.
SurveyStack's AI features are aligned with the RICS Professional Standard: Responsible Use of Artificial Intelligence in Surveying Practice (1st edition, September 2025, effective 9 March 2026). SurveyStack is not official RICS-approved software. The professional surveyor remains accountable for all work.
Auto-generated, firm-specific AI risk register documenting every AI system used in your practice, with RAG-rated risks and quarterly review prompts. Downloadable PDF for your compliance records.
Every AI interaction logged — which model, what input, what output, who reviewed it. Immutable records for regulatory audits, PI insurance evidence, and client queries.
AI usage disclosed in your terms of engagement and report documentation. Clients informed in writing, with opt-out available — exactly as the RICS standard requires.
Your data is yours. Encrypted at rest and in transit. Isolated per organisation. Never shared between firms. Never used to train AI models. Full UK GDPR compliance.
Built-in guidance on AI capabilities, limitations, and risks — helping your team meet the RICS baseline knowledge requirement without external training.
Automated report summarising AI usage across your practice — how many AI-assisted outputs, review rates, and edit metrics. Ready for your annual RICS review.
SurveyStack's AI features are aligned with the RICS Professional Standard: Responsible Use of Artificial Intelligence in Surveying Practice (1st edition, September 2025, effective 9 March 2026). SurveyStack is not official RICS-approved software. The professional surveyor remains accountable for all work.
"Leads arrived at 11pm and sat there until 9am. By then they'd instructed someone else. I built SurveyStack to fix that — and other firms started asking for it."
Guided onboarding. Live in 5 days. No credit card required to start.
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