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Onesurvey System

Onesurvey are Scotland's leading provider of home reports. We recently revamped their home report processing system and website.

The Brief

Onesurvey asked us to redevelop their home report processing system, an online solution that processes over 15,000 home reports a year and manages the interaction between buyer, seller, estate agent and surveyor.

Prior to working with us, Onesurvey had many manual, cumbersome processes. Surveyors had to print off long lists of outstanding tasks for follow-up and reporting took days to complete.

Their needs included:

  • A fully functioning accounting system
  • Automated reports - available at the touch of a button
  • Notifications and reminders - helping the team know who to call and when
  • Streamlining of each team's work flow

Not only that but the new system had to be a 'drop-in' replacement for the existing system. Onesurvey needed us to migrate over 7 years' worth of existing survey, accounting and reporting data in one go and without compromising the data's integrity.

The Solution

We worked closely with the Onesurvey team to analyse their day-to-day work flow and quickly identify where savings could be made.

To cut administration we developed a dashboard for surveyors that offers a live view of current home reports, complete with status. So they can see what’s happening at a glance.

And we created both a look-up box and auto-updating "chase lists" so that surveyors can more easily manage their calls. Teams no longer have to face hours of trawling through paper every week or risk making late or unnecessary client calls that could compromise each business.

We also optimised the solution for mobile and tablet - allowing surveyors to access their work dashboard wherever and whenever they need to: improving response times for their clients. 

To complement the new survey processing system we built a responsive, public-facing website that also works across tablet and mobile - allowing potential buyers to log in and view home reports. Buyers are kept up-to-date, reducing the number of calls into each business and taking the pressure off surveyors’ time.

Onesurvey now offer a more complete, cost-effective solution to their clients - ensuring better working practices and happier customers all round.

The site continues to go from strength to strength. Last month saw the largest production of home reports since the site's launch.

Processing System

01.Dashboard

Dashboard

02.Login

Login