Surveyor

This setup is for surveyors that sell services like land measurement & mapping, planning permission, mediation counsel, etc to private customers as well as companies (architect, notary, real estate, …).

They need a website to collect new leads and give access to produced documents.

They also need subscriptions for long term relationships with larger companies that require several services per year.

Business flows

Flow 1: Request a Quote

From the website

Visit the Contact us page: This form will create an opportunity in the CRM, with the right information.

Surveyor meets the client

From the CRM, schedule a call or a meeting. Based on the client’s need, you can create a quotation using the quotation templates.

(From a phone call)

Quicker flow where the surveyor can directly create and send a quote to the lead.

Flow 2: Buy & deliver services

When the quote is signed by the customer, a dedicated project is created with all the services listed in the quotation as a task.

In Planning, the surveyor can allocate the task to each employee (himself, topographer or drawer).

In all cases, a surveyor will deliver documents. Therefore an integration with Documents is enabled to easily share the created documents and gather them if needed. To this intent a share link (share & upload) can be generated for each project sub-workspace so that the customer has direct access to it.

Once the final documents are delivered to the customer, the surveyor can send the final invoice potentially adapting the hours spent on each service.