InstaSurv

InstaScope™ + InstaTender™

From schedule of works to live tender — without leaving the instruction

Turn survey findings into a structured BOQ, issue pricing to contractors in one action, and compare responses on the same job record your client already sees in their portal.

One-click tender issue

Build your scope from defects, inspection items, or a spreadsheet — then send the full tender pack to every contractor with one click. No re-keying, no chasing PDFs in email.

Start with 2 free reports →All platform features

SOW → scope → tender → award

The full specification path on one instruction — from survey findings to contractor responses your client can trust.

  1. 01

    Survey & scope

    Defects and inspection items from InstaReport™ feed your schedule of works. Import them into InstaScope™ sections and line items — or start from the BOQ library or an Excel upload.

  2. 02

    Build the tender pack

    Add drawings, specifications and per-line photos. Edit section titles, quantities and notes in a live BOQ editor that persists as you switch between scope, attachments and contractors.

  3. 03

    Send tender — one click

    Add contractors from your directory and hit Send tender. Each builder gets a branded InstaTender™ link with their own access code — separate email per contractor, tracked on the instruction.

  4. 04

    Contractors price line-by-line

    Builders open InstaTender™, enter unit rates and totals, record exclusions, programme and insurance — without logging into your practice account.

  5. 05

    Compare, shortlist & award

    See min, max and average totals, review exclusions side-by-side, award the winning tender, and optionally carry the scope into InstaManage™ for delivery tracking.

  6. 06

    Client visibility

    Publish tender snapshots to the client portal when you are ready — responses received, indicative ranges and awarded contractor shown on the property card.

InstaScope™

Structured scope and BOQ on the instruction

InstaScope is your practice’s live bill of quantities — tied to the report, property and client. It is not a detached spreadsheet; every section and line item stays on the cost request until you award.

Build the scope

  • Sections and line items with rich-text descriptions and notes
  • Import defects and inspection items from the survey in one action
  • Spreadsheet import (Excel, CSV, ODS) with template download
  • BOQ library for repeat scopes and standard lines
  • Per-line and pack-level attachments and photos
  • Drag-and-drop reorder for sections and items

Surveyor workflow

  • InstaScope™ dashboard per instruction with live status
  • BOQ, attachments and contractors tabs — edits persist across tabs
  • Cost request reference on every pack
  • Partner practice read access where connections are enabled
  • Preview as contractor before send

Tender readiness

  • Contractor directory with email and trade labels
  • Response deadline and tender lifecycle (draft → issued → awarded)
  • Tender comparison table with totals and programme fields
  • Award tender confirmation with contract dates and client approval
  • Link to InstaManage™ project after award

InstaTender™

Contractor pricing without your inbox becoming the tender portal

Each invited contractor prices the same structured scope on a secure branded page. You see who was sent, who opened, who submitted — and compare apples-with-apples totals back in InstaScope™.

Contractor experience

  • Personal invite link and PIN per contractor
  • InstaTender™ profile and access-code recovery by email
  • Line-by-line unit rates with running progress
  • Exclusions, assumptions, clarifications and programme fields
  • Insurance, accreditations and document uploads
  • Resubmit until deadline where your process allows

Practice controls

  • Separate outbound email per contractor (not one shared thread)
  • Customisable tender invite email template with your branding
  • Viewed / responded / shortlisted / rejected status per invite
  • Side-by-side comparison: subtotal, total, warranty, attachments
  • Shortlist and award with audit trail on the instruction
  • InstaSource™ for packaging specialist sub-tenders to main contractors

After responses

  • Live aggregate: min, max, average as prices return
  • Latest snapshot stored on the BOQ for reporting
  • Award modal: contractor, total, scope counts, exclusions, dates
  • Published tender summary on client portal property cards
  • Award → InstaManage™ preserves scope structure for delivery

Why practices switch

One instruction, one truth

Postcode, client, report and InstaScope pack share the same instruction record — so tender totals in your dashboard match what the client sees.

SOW → scope → tender

Client-facing schedule of works lives on the report. When you are ready for formal pricing, promote the same thinking into InstaScope™ without rebuilding from scratch.

No spreadsheet drift

Section titles, line names and contractor notes stay saved when you move between BOQ, attachments and contractor tabs — the scope you send is the scope you stored.

Common questions

What is the difference between SOW and InstaScope™?
The schedule of works on the report is a simplified client-facing scope list. InstaScope™ is the full BOQ and tendering workspace — sections, pricing links, comparisons and award — on the same instruction.
How does “one click” send work?
Once contractors are on the invite list, Send tender emails each builder their own InstaTender™ link and access code, marks invites as sent, and moves the pack to issued — no manual mail-merge.
Can contractors see each other’s prices?
No. Each contractor only sees their own invite and submission. Comparison is for your practice internally.
What happens after I award?
The winning tender is locked on the BOQ, other invites are closed out, and an InstaManage™ project can be created with work packages and tasks mirroring your scope — ready for contractor delivery tracking.

Ready to run your next tender in InstaSurv?

Start with 2 free reports, complete two report PDFs, then open InstaScope™ on any instruction and send your first InstaTender™ invite.

Create your practice →Start with InstaReport™

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