GoReport believe it should be easy to discover and connect the tools you need to grow your business. Integrations help you improve your workflow by allowing information to flow between software solutions.
GoReport and Survey Booker, the specialist CRM for surveyors, have joined forces to create a seamless flow of data from instruction, through digital data collection and report creation and onto distribution to the client.
The integration enables accepted jobs to automatically create a report from the relevant survey template ready for the surveyor to begin their survey process. Key information such as client name, address etc. are automatically passed through to the report with the capability to reference any key data collected as part of the booking process within the report.
The surveyor will then perform the survey using GoReport’s market leading digital data collection and reporting tool. 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.
Watch the real benefits of Survey Booker in practice here.
The BCIS online calculator merges seamlessly into the GoReport Web Portal meaning any GoReport client subscribed to BCIS Rebuild Online can carry out the reinstatement calculation without even leaving the portal, automating their workflow and ensuring that accurate and auditable values are presented in the final report.
In a unique industry offering, GoReport’s BCIS integration can be introduced for any applicable RICS Home Survey standard or any bespoke template. In the GoReport web portal users have control over the automatic inclusion of returned values and access to an audit trail of the searched and retrieved criteria.
Integrating BCIS for Rebuild Cost Assessments eliminates the need to manually transfer data over from one system to another, streamlining GoReport’s customers processes, increasing their productivity and minimising the risk of human error.
GoReport is the market leading digital data collection and reporting tool for the surveying and inspection markets. The power of GoReport is often utilised as part of a wider information flow or workflow and it has always been our philosophy to ensure GoReport can integrate easily and practically with the other tools our client use.
The GoReport API is available to enable any 3rd party tool to integrate to and from the GoReport platform. If you would like to explore how GoReport can interact with your systems, please contact us.
There are many powerful business intelligence and data visualisation tools available and GoReport are strong advocates in supporting our clients to deliver greater insights and understanding from the data collected during the surveying and inspection process, particularly for larger asset portfolios.
The GoReport data aggregation and export functionality creates a fast and efficient way to import data into your chosen toolset and use the power of data visualisation.
GoReport have leveraged the accessibility and capability of Microsoft Power BI. As one of the leading business intelligence tools commonly available to enhance your data analysis experience, Power BI can process large quantities of data with ease and offers powerful visualization options that can help turn the data collected by GoReport into powerful insights for action.
GoReport have developed comprehensive dashboards for Power BI for our Smart Library Schedule of Condition and Planned Preventative Maintenance templates and support our clients in creating data visualisations for their bespoke data collections.
Two of the most commonly used Microsoft Office tools are Excel and Word. Whether you are dealing with a single survey or want to combine data from several surveys across a portfolio of properties, we give you the ability to aggregate and export data from GoReport directly into Excel spreadsheets. We also provide the facility to import data from an Excel spreadsheet if you have the need to transfer information from other software packages.
We don’t just give you the option of downloading your survey data to Excel, we’ve incorporated macro functionality, so when you export from GoReport to Excel, we can automatically perform calculations, generate graphs and charts and aggregate costings. In fact, you can automatically generate a sophisticated Excel workbook, ready to send to your client.
We understand there are times when your survey information needs to form part of a larger document you will be submitting to your client. In this occasion simply export to Word in the web portal and your survey data is ready for further formatting or pasting into larger documents.
As we work across all types of residential & commercial surveying, our clients may have a range of other specialist tools or solutions they require as part of their workflow. Our approach at GoReport is to allow our clients to use the best tools of their choosing and to make it as easy as possible for the outputs of those tools to interact with GoReport. In addition to our API’s which allow for data to flow between the GoReport solution and other tools, the iOS App environment enables outputs of apps, for example floor plans, sketching or photo annotation, to easily publish into GoReport.
The exact method of interaction and ease of interaction will be dependent on the 3rd party application and how they have chosen to implement file sharing within iOS.