Client Enquiry
Capture new leads from forms, calls, referrals and landing pages.
InstaSurv · InstaFlow™
InstaSurv gives you more than just software — it powers your entire surveying business from first enquiry to completed report. Save hours on admin, streamline operations, increase profitability, and deliver a faster, more professional customer experience every time.
With powerful CRM tools, intelligent automation, instant quoting, report management, team scheduling, seamless integrations and complete workflow control, InstaSurv becomes more than a platform — it becomes the engine behind your growth.
Less admin. More surveys. Smarter business.
Your workflow
InstaSurv and InstaFlow™ guide every step in the order your practice actually works.
Capture new leads from forms, calls, referrals and landing pages.
Store client details, property data, notes and communication history.
Create accurate survey quotes using property type, location and service rules.
Build structured RICS-style reports with templates, evidence and AI assistance.
Give clients a clear portal for progress, documents, messages and updates.
Send invoices, track payments and keep the admin side connected.
See enquiries, conversion rate, revenue, survey volume and team performance.
Moving from another survey platform? Most practices are live on InstaSurv within a week — without losing momentum.
See how easy switching isPlatform features
InstaSurv and InstaFlow™ bring sales, delivery, compliance and team tools into one platform built for surveyors.
Practices using InstaSurv and InstaFlow to run inspections, reports, and client work.
“InstaSurv cut our report turnaround from days to hours. The defect library alone saves every surveyor time on site.”
James Whitfield
Director, Whitfield Building Surveys
“Clients love the portal — they accept quotes, view bookings, and download reports without chasing us by email.”
Sarah Chen
Practice Manager, Chen & Partners Surveyors
“We moved our whole team onto InstaFlow. Leads, quotes, and jobs finally live in one system instead of five spreadsheets.”
Michael O'Brien
RICS Building Surveyor, O'Brien Property Consultants
“The AI drafting is genuinely useful — it gets the structure right so we focus on professional judgement, not formatting.”
Emma Lawson
Senior Surveyor, Lawson Surveying Ltd
“Sharing reports with a single link transformed how we work with estate agents. Fewer phone calls, faster completions.”
David Patel
Founder, Patel Residential Surveys
“InstaSurv cut our report turnaround from days to hours. The defect library alone saves every surveyor time on site.”
James Whitfield
Director, Whitfield Building Surveys
“Clients love the portal — they accept quotes, view bookings, and download reports without chasing us by email.”
Sarah Chen
Practice Manager, Chen & Partners Surveyors
“We moved our whole team onto InstaFlow. Leads, quotes, and jobs finally live in one system instead of five spreadsheets.”
Michael O'Brien
RICS Building Surveyor, O'Brien Property Consultants
“The AI drafting is genuinely useful — it gets the structure right so we focus on professional judgement, not formatting.”
Emma Lawson
Senior Surveyor, Lawson Surveying Ltd
“Sharing reports with a single link transformed how we work with estate agents. Fewer phone calls, faster completions.”
David Patel
Founder, Patel Residential Surveys
“Onboarding the practice took an afternoon. Templates matched how we already write Level 2 and Level 3 reports.”
Rachel Hughes
Chartered Surveyor, Hughes & Co.
“InstaSurv feels built for surveyors, not generic project software. Our reviewers picked it up in a week.”
Tom Fletcher
Quality Lead, Fletcher Survey Services
“Quote acceptance through the client portal means fewer lost instructions — bookings create themselves.”
Helen Morris
Operations Manager, Morris Building Consultancy
“Photo handling and inspection notes on tablet work smoothly. We're off Word and PDF chaos for good.”
Andrew Clarke
Building Surveyor, Clarke Property Surveys
“The trial was long enough to run real jobs. We subscribed before it ended — that's the best endorsement I can give.”
Nicola Grant
Director, Grant Surveyors LLP
“Onboarding the practice took an afternoon. Templates matched how we already write Level 2 and Level 3 reports.”
Rachel Hughes
Chartered Surveyor, Hughes & Co.
“InstaSurv feels built for surveyors, not generic project software. Our reviewers picked it up in a week.”
Tom Fletcher
Quality Lead, Fletcher Survey Services
“Quote acceptance through the client portal means fewer lost instructions — bookings create themselves.”
Helen Morris
Operations Manager, Morris Building Consultancy
“Photo handling and inspection notes on tablet work smoothly. We're off Word and PDF chaos for good.”
Andrew Clarke
Building Surveyor, Clarke Property Surveys
“The trial was long enough to run real jobs. We subscribed before it ended — that's the best endorsement I can give.”
Nicola Grant
Director, Grant Surveyors LLP
No charge for 3 months, then pay per staff user on your account.
3-month free trial · per staff user · cancel anytime
Monthly
£199.00
per user / month
Billed monthly for each staff seat on your account.
Yearly
£1,699.00
per user / year
~£141.58/mo · save £689.00 per user vs monthly