9 reasons to get an all-in-one system to operate your surveying firm

Is there something about your software that doesn't quite stack up?

That's when you're trying to use technology to run your business, but software isn't helping you achieve your goals. Technology can actually hinder our progress, whether that be profitability, operations, conversion rates or even compliance.

It's all about efficiency, speed, and saving costs. However, in place of simplicity, you're getting complexity.

This is the underlying problem that Surventrix set out to solve with its all-in-one platform, designed by surveyors, for surveyors in the Residential, Commercial and Development surveying sectors.

“A business system should cover the entire flow of work, foster co-operation between admin teams and surveyors, and cost less to implement”, Ian Bullock MRICS MRPSA MEWI - Sales director at Surventrix, said during its launch at Avery & Co conference in November 2022.

Surventrix offers a comprehensive CRM and reporting solution for surveyors with a pay-as-you-go model that's all about fairness. Some of our clients have saved between £3,000 to £10,000 a year in software fees, but an integrated system offers more benefits than just a price reduction.

With Surventrix, everyone in your company has access to the right information, without data being spread across multiple platforms. Instead of your company working on the software, the software works for your company.

9 Benefits of the Surventrix Platform for Surveying firms

Let's look at the advantages of Surventrix.

Eliminate duplication of data entry

The same data is often entered into different systems when you have multiple programs from different software vendors. A client's details may have to be entered into both your CRM, reporting suite and accounting system. It's a waste of time and effort. In addition to higher labour costs, you also lose productivity. Duplication of activities is eliminated with a single integrated platform.

Compliance
Surventrix was developed with the input of our clients along with our in-house expertise spanning the engineering and surveying industries. This means we have a balanced view of what an effective solution should achieve.

As surveyors, we have ensured that compliance measures are in place throughout the process of adding client data to report creation. Furthermore, this functionality happens in the background, and is by no means inconvenient to the surveyor's or admin team's workflow. With Surventrix you have one compliant central platform, with all your data in one place.

Eliminate “Fall Through the Cracks” Errors

Deadlines weren't met! There is a lack of attention to customer deliverables! Invoices not being sent!

Has this ever happened to you? These types of errors are too common among small businesses. In this case, Surventrix can help you avoid these issues, as a single platform enables seamless integration with your business. Surventrix makes sure that everyone is looking at the same information, that the checks and balances are in place, and that means no more wasted time moving data around.

Reduce the need for technical expertise

Does an API exist?  How does an API work?  Did you ever react like that when a vendor said, "Everything integrates - just use our API"?

APIs are too often needed to customise integrations between software systems. The cost of that can be high. It becomes difficult for you to manage your business because you are too busy managing tech projects, instead of managing your business.

Managing your business shouldn't require complex tech projects. A comprehensive business solution ensures that all applications work together seamlessly, and Surventrix does just that.

Streamlining workflows

With automation, you can move faster, be more productive, and gain efficiency. With an integrated all-in-one system, creating a streamlined workflow is much easier.  You can easily map out your processes and automate them by automatically passing data between the simple processes in Surventrix. This ensures you and your team know what's needed for each project or instruction, with a case log throughout.

Reduce your software costs now

It sounds great to pay a small monthly fee for one software app. In the event that your business grows and you need more than one app, costs add up. Before you know it, you're spending hundreds or thousands of pounds per month on software that has overlapping features.

Your total cost can be reduced and duplicate features can be reduced if you use one software platform.  In addition, a single point of invoicing simplifies bookkeeping.

Reduce the number of vendors

While it is possible to connect your different apps.  It can take hours or days to resolve a problem when one vendor updates or changes something, causing a domino effect of troubleshooting.  There is no business that can afford to waste time like that.

When unrelated apps are linked together, finger-pointing is inevitable, which can lead to frustration.  All applications in a suite are automatically updated through a single software vendor.

Ensure a single point of security

The subject of software security for your business highlights issues inherent in sharing data across different integrated vendors. What if one party no longer wants to continue with the integration? In the event that they continue, do you know where your data will end up and who will be responsible for keeping it safe?

With an all-in-one system, cross-vendor security and privacy concerns are much less likely to arise. There are fewer security risks to consider since you know who you're dealing with, and GDPR is a lot easier to manage, especially with a subject access request.

Growth through scale

It isn't that difficult to manage a few software applications when a business is very small. As a business grows and the number of software applications increases, cross-integration problems multiply.

You can cut down the integration spaghetti problem if all of your business data lives on different platforms on one single system. Managing data and transactions across different apps requires individual efforts.  This slows your company down, and the problem only gets worse as the company grows. Integrated platforms eliminate errors while maintaining history and data integrity.

Summary

Surventrix's Sales Director Ian Bullock says:,
"Think of your business tools like tools you use around the house." It is possible to buy every tool individually or you can get them all together in one toolbox. With a single toolbox, you have access to the most accurate business information faster, easier, and more quickly."

“An integrated business system not only allows you to work smarter and more efficiently, it gives you more information that could help you increase performance with your team and extend the relationship with your clients and referral partners.”

And in the end, that’s what we're all in business to do.

Contact Surventrix today to arrange your demo at support@surventrix.com and find out how we can support your business.

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