Solutions for
solicitors
Solutions for Chartered Surveyors
SurveyWare – Advanced database software for Chartered Surveyors
“its unique levels of intuitive operation, time saving facilities and reporting tools have all been designed to enable firms to simultaneously provide the highest possible standard of client care and the highest available levels of practice profitability”.
SurveyWare has been designed to offer firms of any size the following benefits
- Fast, efficient logging of instructions with conflict of interest checking.
- Advanced multi-criteria property searching.
- Import Sasine or MyHousePrice™ sales data.
- Search, select and save multiple sales comparables against any instruction.
- Multi-surveyors diary manager and message centre.
- Sophisticated document management auto generate common document types such as
letters of engagement, terms and conditions inspection sheets, feenotes etc, - Create your own library of standard letters.
- Quickly find and open any document sent to any client.
- Integrated scanning – save site notes, plans, street maps and associated correspondence
- Import and save up to 6 digital photos along with the property record.
- Record extensive property details which builds into a significant asset over time.
- Detailed analysis of clients, work types and identify best revenue sources and opportunities.
- Comprehensive suite of management reports
- Collate information from single or multiple offices to give a complete overview of the business. (instructions, work in progress, surveyor workload, fees raised, fees outstanding/aged debt)
- Full sales ledger functionality with credit control or export to Sage Line 50
- In most cases we can import data from your existing system protecting your legacy property
records and valuations.