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Description
ProcessMate is a cloud-based solution designed to monitor quotations and ordering processes. It features a sales desktop for employees and a Customer Portal that allows clients to request quotes, place orders, and submit service requests. The portal is customizable, enabling easy branding to align with your organization’s identity. With ProcessMate, you can efficiently oversee processes and tasks, manage related documents, and facilitate team communication. This software is capable of handling both spontaneous and scheduled tasks effectively. The platform not only tracks activities but also sends notifications to users, generates reports for management, and assists in optimizing business operations. Additionally, it enhances communication with customers by allowing them to submit purchase and service requests, check the status of their ongoing requests, and automatically initiate internal processes upon submission of their requests. Consequently, this fosters a more interactive relationship between businesses and their clients.
Description
SurveyMate serves as a comprehensive platform tailored for damp and mould surveyors, agencies, teams, and social housing providers across the UK. It consolidates various tools such as CRMs, on-site capture applications, report generation software, calculators, payment processing systems, and compliance tracking into one seamless solution.
Surveyors have the capability to document their observations, record voice notes, take readings, and capture annotated images on their mobile devices—even without internet access—before creating polished, professional PDF reports with the help of unlimited AI support. The platform also features essential building science tools that address dew point calculations, condensation risk assessments, U-values, ventilation strategies, and Glaser analysis.
Additionally, SurveyMate incorporates a CRM, quoting capabilities, Stripe payment integration, client portals, collaborative team features, capacity planning, performance analytics, and customizable white-label reports. Each subscription plan offers tracking for Awaab’s Law deadlines, hazard identification, and timestamped audit trails, ensuring compliance and transparency. Moreover, firms can enhance their business opportunities through the SurveyMate Verified Firm directory, which showcases verified reviews and facilitates direct inquiries through the CRM. This holistic approach not only streamlines operations but also fosters growth for surveyors in the industry.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
£79
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ProcessMate
Founded
2013
Country
United Kingdom
Website
processmate.net
Vendor Details
Company Name
SurveyMate
Founded
2026
Country
United Kingdom
Website
www.survey-mate.co.uk
Product Features
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
Product Features
Inspection
Appointment Management
No
Customer Database
No
Dispatch Management
No
Equipment Tracking
No
Photos In Reports
No
Print on Site
No
Report Templates
No
Speech Recognition
No
Subcontractor Management
No
