Built for surveying at scale.
How Pinnacle Surveyors uses Surventrix to bring quality, consistency and operational visibility across a growing multi-office surveying business.
“For me, it’s the combination of quality, knowledge and visibility.”
Joe Ellison MRICSDirector of Surveying Operations · Pinnacle Surveyors
Pinnacle manages individual office setups through Surventrix, including postcodes, panels and instruction requirements.
Surveyors capture the information they need while management retains visibility across cases, offices and teams.
Individual templates help put the correct questions and client requirements in front of surveyors from the outset.
Different clients.
Different requirements.
Multiple systems.
As Pinnacle grew, so did the complexity behind every instruction.
Site notes, reports, client information and the information required by office management all needed to work together, while surveyors were also dealing with numerous clients with different reporting requirements.
The challenge was not simply about producing reports faster. Pinnacle needed a way to bring that information together while reducing the amount individual surveyors had to remember.
Put the knowledge into the system.
Pinnacle uses different templates to build client requirements directly into the surveying workflow.
Rather than expecting surveyors to remember the individual requirements of every client, the relevant questions can already be there when the surveyor works through the instruction.
Client-specific templates
Individual requirements can be incorporated into different templates, helping make sure the correct information is captured from the outset.
Questions where they are needed
Surveyors can work through the relevant questions rather than having to remember every client's individual requirements themselves.
Consistency built in
Standard paragraphs, libraries and structured questions help support consistency and quality throughout the reporting process.
Less going back.
More getting it right first time.
By putting client requirements into the initial reporting workflow, Pinnacle can reduce the number of queries and changes that need to come back afterwards — creating a time saving while protecting quality.
See what is happening across every case.
For Pinnacle, Surventrix is not only a surveying tool.
Named status updates help management see who has updated a status, who has worked on a case and who dealt with it most recently.
Everything remains tracked even when different teams become involved, giving management clear visibility across the operation.
“I can see exactly what’s happening on every case and who is doing what.”
Quality. Knowledge. Visibility.
Quality
Client requirements can be built into the reporting process from the outset, helping Pinnacle focus on getting the initial report right.
Knowledge
Surveyors have the questions and information they need in front of them instead of relying on memory across a wide range of clients.
Visibility
Management can see activity across cases, teams and offices, supporting operational control and accountability.
“Nice and easy!”
There aren’t loads of buttons to click or complicated processes to work through. Everything is very visible, which makes it really easy to use.”
Your surveying software shouldn’t become the thing that limits your growth.
From growing practices to multi-office surveying firms, Surventrix gives teams the structure, flexibility and visibility to scale while maintaining control of quality.