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White Horse Surveyors stay “Ahead of the Curve” by seamlessly integrating digital surveying solutions

About

White Horse Surveyors are the UK’s largest independent residential surveyors, providing property valuations and surveys across England and Wales. Their professional and dynamic team of surveyors (fully regulated by the Royal Institution of Chartered Surveyors (RICS) as well as being ISO 9001 quality assured) provide thorough and informative survey reports, giving customers peace of mind during their decision-making process.

Customer

White Horse Surveyors

Industry

Residential

“We pride ourselves on being flexible enough to adapt to change which is a key behaviour that that moves us forward. With the market continually changing, adopting structured systems internally has helped to shape the culture of the organisation and behaviour of the team. GoReport Web Portal and iOS app brings everything together, giving us the level of control, we were missing for some time.”

Claudia Sesterheim, Chief Executive Officer

Customer Need

White Horse Surveyors are renowned for providing an efficient, friendly and high-quality surveying service. Whether buying or selling a property, they aim to provide thorough and informative survey reports to ensure that their customers have all the necessary information they need. In addition, guidance and advice is presented in a clear and concise manner and produced in the fastest possible turnaround.

Staying ahead of the curve has been key to White Horse Surveyors success to date. By taking the time to fully identify their customers’ needs and, by understanding the positive impact of implementing appropriate and complimentary technology, they have been able to streamline their service experience, ensuring their customers are engaged and informed throughout the process.

In addition, with an increase in the number of requests for specialised inspections and the challenges of growth from a strong reputation, they required a digital data collection and fast report generation solution that could seamlessly integrate with their wider customer relationship and practice management systems.

Claudia Sesterheim, Chief Executive Officer, commented: “We understand that our customers have more options than ever before. For us to stay ahead of competition, we recognised the need to streamline our processes in order hit all the targets we set out to achieve, while delivering even greater value to our customers.”

This is when White Horse Surveyors began their journey partnering with solutions that would differentiate them from competitors, from leading digital data capture software to specialist relationship management and automated booking platforms with seamless integration as a key requirement.

Benefits of using GoReport

Having struggled with an outdated systems in the past, White Horse Surveyors knew exactly what information they needed to prepare in advance of a survey and the challenges they faced, “out in the field”.

From the initial discussion White Horse Surveyors soon recognised the flexibility of GoReport and how the data capture and reports could be tailored to their bespoke requirements. Having the power to manage their own standard phrases, the ability to support the surveyor with guiding notes during an inspection including access to key client information gathered during the booking process gave the White Horse Surveying team all the confidence they needed to fully embrace the solution.

“We are dedicated to improving the surveying process and enhancing efficiency of our business. We continually strive to provide our staff with tools that support what they do best, surveying and customer care! Any technology we implement goes through rigorous due diligence. We invest in technology not only to improve the efficiency of our business but also to make our employees lives easier. GoReport fully accommodated our custom requirements, further enhancing our teams surveying experience.” Claudia Sesterheim

Integration with Survey Booker:

A key aspect of choosing GoReport was the confidence White Horse Surveyors had in both the capability of the solution and desire of the team to ensure a seamless integration with their chosen specialist CRM for Surveyors platform, Survey Booker.

Through the integration with Survey Booker, any survey booked via White Horse Surveyors booking system pushes instructions through to the GoReport platform, automatically selecting the appropriate survey template and passing through key information, ready for the surveyor to begin their survey process. The surveyor has full edit and review capability within GoReport before finalising the report and publishing the PDF output back to the Survey Booker platform, ready for the distribution to the client. The report can be sent straight out to the customer or alert a customer that their report is ready and can be viewed once any outstanding terms or payments are complete.

This process saves White Horse Surveyors precious time and ensures nothing is missed and the customer is fully informed throughout the progress of their survey. With almost 60 surveyors, the fully integrated platform ensures that quality is maintained at the highest level and any administrative queries are resolved quickly and efficiently.

The Future:

GoReport provides White Horse Surveyors with extra assurance the surveyor has everything they need from the outset to produce fast, efficient and high-quality surveys. When a new surveyor joins the White Horse Surveying team, they are rapidly up to speed with an ease of peer review and quality assurance, ensuring the company’s reputation and brand is maintained regardless of the location or geographical area the surveyor is operating in.

Claudia said: “We pride ourselves on being flexible enough to adapt to change which is a key behaviour that that moves us forward. With the market continually changing, adopting structured systems internally has helped to shape the culture of the organisation and behaviour of the team. GoReport Web Portal and iOS app brings everything together, giving us the level of control, we were missing for some time.”

White Horse Surveyors are committed to ensuing their surveying team remains current in the industry, offering more formal CPD than many other companies and ensuring they continue to invest in technology to enhance the customer experience and develop the careers of their surveying team.

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https://www.whitehorsesurveyors.co.uk/

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