InstaSurv

What's in the box

Six names, one practice — from enquiry to contractor award

InstaSurv is not a loose bundle of apps. The modules below share the same instruction, the same client record, and the same diary — so you are not re-keying postcodes between systems.

EnquiryBooked surveyReportBOQ & tenderClient portal

Read the full InstaScope™ & InstaTender™ specification — SOW to live tender in one connected flow.

Start with 2 free reports →

Each block describes what surveyors and their clients actually do in InstaSurv today. Wording is deliberate: we would rather be specific than sound like another SaaS feature matrix.

From inspection to signed PDF

InstaReport™

InstaSurv

The report stays in the platform — not in Word

Walk the property, capture defects with photos and condition ratings, and build the narrative in the same place your instruction lives. No more merging photo folders into a template at 9pm.

On site

  • Inspection wizard with weather, access notes and disclaimers
  • Defects linked to building elements
  • Photo annotation before upload
  • Cover image for the finished report

In the report

  • Reusable defect and reference libraries
  • RICS-style condition ratings (CR3–CR1, NI, R)
  • Budget ranges where you use them
  • Practice-branded PDF layout

To the client

  • Share link with optional email from your practice
  • Surveyor profile on “Prepared by”
  • Digital sign-off when you're ready

After the survey

InstaScope™

InstaSurv

Turn defects into a BOQ your contractors can price

Pull observation items straight from the instruction into sections and lines. Issue a tender when the scope is ready — totals and comparisons stay tied to that job, not a spreadsheet on someone's desktop.

  1. 1

    Build sections and line items — or lift them from the report

  2. 2

    Attach drawings, specs and photos to the pack

  3. 3

    Send tender to contractors in one click (InstaTender™)

  4. 4

    Compare totals, shortlist, award and publish to the client portal

Also includes

  • BOQ library for repeat scopes
  • Per-line photos on tender items
  • Live summary as prices return
  • BOQ reference on every cost request

Full InstaScope™ & InstaTender™ specification →

Contractor side

InstaTender™

InstaSurv

Each builder gets their own link — not your inbox

Contractors price line-by-line on a branded page, upload insurance when you ask for it, and record exclusions in plain text. You see who has opened, who has declined, and who is still thinking — without chasing PDFs.

“I open the link, price each line, upload my PL certificate, and submit — I’m not replying to a 40-line email thread.”
— how contractors use InstaTender™
  • Secure invite link per contractor
  • InstaTender™ profile and access code for repeat tenders
  • Resend or recover access code by email
  • Line-by-line pricing with notes
  • Exclusions, assumptions and programme fields
  • Insurance and accreditation uploads
  • Side-by-side comparison for the surveyor
  • InstaSource™ packages for specialist sub-tenders

The practice operating layer

InstaFlow™

Included

Enquiries, diaries and nudges — without a separate CRM

InstaFlow sits underneath InstaSurv: the same lead becomes a quote, then a booked survey, then an instruction. Automations send the emails you would have typed twice; the calendar feed works with Google, Outlook or iCal.

01Embeddable enquiry form with your products02Smart availability from surveyor working hours03Lead pipeline and assignment04Customisable automation emails per action05Office notification inbox06Week, list and map calendar views07Subscribe link for Google / Outlook / iCal

What your client sees

InstaHub™

InstaSurv

One login for quotes, reports and messages

Clients don't need to email for an update. They open their portal, see each property, download the report when you release it, and open InstaScope™ when you've published a tender — all under your branding.

Clients can

  • Track enquiries and accepted quotes
  • View bookings and survey progress
  • Download reports and upload files
  • Message your team in one thread

You control

  • What is visible and when
  • White-label colours and logo
  • When InstaScope™ goes live on a property

Context at instruction

InstaIntel™

In development

Property background where you already work

We're building InstaIntel to surface sold prices, EPC, planning and flood context on the instruction — so your team isn't tab-hopping before they book the visit.

  • Comparable sales and local trends
  • EPC and energy context
  • Planning history
  • Flood and environmental indicators

Rolling out in phases — tell us what your practice checks first.