New instruction booking
Books the right type of survey and confirms access, so the visit isn't wasted.
The AI receptionist that grew into the whole job.
Reception built for a surveying practice.
A buyer ringing to book a Building Survey before a completion date closes in. An existing client chasing a report that's meant to have landed. A landlord calling about a dilapidations claim they've never dealt with before.
What it sounds like on the phone.
We're buying an older house and want the full survey, not just the basic one.
I'll take a few details now and get a Building Survey booked in, and check what access you can arrange for the surveyor.
It's about the report on Fern Close, was that meant to be with us by now?
Let me confirm your name and the instruction reference, then I'll get your surveyor to call you back with where things stand.
What we book.
The kinds of survey a first call usually turns out to be:
- Home Buyer Report (90 min)
- Building Survey (120 min)
- RAAC survey (90 min)
- Dilapidations inspection (90 min)
- Schedule of condition (60 min)
What it actually does for this trade.
Caller verification
Confirms who's calling before discussing an existing instruction.
Report chasing handled
Takes report-status calls and routes them straight to the surveyor holding the file.
Completion-date flagging
Notices a completion date and prioritises scheduling around it.
The receptionist never gives a valuation figure, a condition opinion, or any other advice on the phone, however specific the question: those come only in the surveyor's written report. It confirms name and instruction reference before discussing any existing survey.
Frequently asked questions.
Can it tell me what my survey found?
No. Findings are only given in the written report from the surveyor; the receptionist can confirm the report's status and chase it, but never summarises the findings itself.
Will it give me a rough value for a property?
No, never. A valuation is a professional judgement made on inspection, not something given out on a call.
Can it book a survey without me being there?
It can take the instruction, but it will always ask how access to the property is being arranged, since a survey can't go ahead without it.
Other case intake businesses on team.help.
See how a surveying reception line books instructions and chases reports properly, set up in a few minutes.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
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