A surveying office runs setting-out, subdivision, merger, change-of-use and boundary sketch jobs at the same time, and each one waits on parcel details, a field survey and registry office approval. Which stage a file has reached and which client still owes a payment are tracked from ledgers. In the system we build, every job is opened with its parcel reference and job type, and field crews are planned on a calendar and a map. Survey files, check and approval steps and payments move together on one record, and the client learns the status of their file by SMS.
Problems surveying offices face
- No knowing what stage files have reached at the registry
- Field crews planned with inefficient routes
- Survey files scattered across computers
- Remaining fees not collected after the work is done
Modules
Job intake
Opening a file with job type, location, parcel reference, owner and document list.
Field planning
Day and route plan for survey crews on a map.
Survey files
Job-linked archive of coordinates, sketches and technical files.
Registry process
Dated tracking of check, approval, query and registration steps.
Payments
Fee, deposit, remaining balance and receipt records.
Client notification
SMS or WhatsApp message whenever the file stage changes.
How it works day to day
- 1
The client’s request is recorded with parcel reference and job type.
- 2
A crew and a day are assigned for the field survey.
- 3
Survey data and the sketch are uploaded to the file.
- 4
The file goes through the registry check and approval steps.
- 5
When the job is complete the client is informed and the remaining fee is collected.
Integrations
Off-the-shelf software or custom-built?
When off-the-shelf is enough
For offices with few files, Excel and general job tracking tools can get by for a while.
When custom software pays off
In offices with several field crews and a heavy registry workload, a system that tracks job-type-specific steps shortens file times and speeds up collections.
How the budget is built
We launch the workflow that saves you the most time first, then add modules based on real usage. The full scope below is calculated with 16 screens and 8 modules; the final price follows a free discovery call and a written scope.
Maintenance and improvements (optional): €400 / month. Hosting, SMS, WhatsApp and app store fees are listed separately.
Frequently asked questions
Can CAD files be stored?
Yes, survey and drawing files are stored and versioned as attachments to the relevant job.
Can field crews work without internet?
The mobile app downloads the job list in advance; notes and photos sync once a connection returns.
Can different steps be defined for each job type?
Yes, separate step templates are set up for setting-out, subdivision or change-of-use work.
Is owner data stored in line with GDPR?
Personal data is limited to authorised users and kept with a recorded access log.
