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SiteSurvey + QuoteWerks
The surveyed kit list becomes the quote.
QuoteWerks builds the quote; SiteSurvey supplies the truth it's built from. Products, quantities and the spaces they belong to flow from the survey into the quote line by line, with the photos and notes behind each item a click away.
SiteSurvey sends
✓Products, quantities and spaces from the survey
✓Photos and notes behind each line
What comes back
✓Quote status back on the project
✓Customer and pricing records
Connected in an afternoon, not a project.
01 · Pick the systemChoose it from the list in the web portal. Nothing to install on the phone — field crews carry on exactly as they were.
02 · Authorise onceSign in to the other system and approve access. The connection is held against your account, not an individual's laptop.
03 · Map it to your workDecide which projects, forms and folders it applies to, and what a completed survey should trigger. We'll do the first one with you.
See QuoteWerks connected to your own jobs.
7-day trial, full access, from £1 — or book a 30-minute demo and we’ll run it against the kind of work your team does.