The gap between delivering a report and getting the work signed off has always been the slow bit. Two new features in your trade workspace close it: Branded Proposals and a Booking requests inbox.
Branded Proposals
Open any survey and choose Proposal. Every approved finding is listed and ready to price — add your labour, materials and notes per item, drop anything the client does not need, and publish. Your client gets a clean web page under your own branding showing the photographic evidence next to the price, and can accept or decline online.
- Priced line items built straight from the findings — no re-typing from the report
- Your logo, your colours and your report domain, exactly like your reports
- Client accepts or declines on the page; you are emailed either way
- The proposal stays attached to the survey, so the evidence and the quote never drift apart
Booking requests inbox
Your sales kit booking page has been pulling in enquiries — now they land somewhere. The new Booking requests page in your workspace lists every submission with contact details and property address, and lets you move each one through New, Contacted, Won or Lost so nothing goes cold in an inbox.
A tidier workspace
We have also split the workspace in two. Surveys is now its own page for day-to-day work and credit top-ups, while Dashboard is a hub of quick tiles for everything else — leads, billing, team, branding, sales kit and the guides. Anything you do not use can be hidden per device.
How proposals are charged
They are not. Credits are only ever spent when you publish a report; proposals, leads and branding are included with your account.