Everything your practice does, in detail.

Every enquiry becomes an opportunity the moment it arrives, with an owner and a stage. You can see what is live, what is quoted and what has been sitting untouched for a fortnight, so work stops slipping away unnoticed.

Send a branded quote to the client’s own portal — more than one option where it helps, so they pick the level of survey themselves rather than ringing to ask. While they are there you collect the property and access details you would otherwise chase by email, so an accepted quote opens as a job that is ready to work.

Record where each instruction came from — the estate agent, the solicitor, the repeat client — so you know which relationships to keep warm rather than guessing.

Every new instruction is checked against your whole history at once — the client, the property, and the vendor and other parties on the job. The ones that bite are rarely obvious: more often than surveying the same house twice, it is that you acted for the vendor on a different property two years ago. A standalone checker cannot catch that, because it cannot see the rest of your practice.

We import your entire history as part of onboarding, and we do it with you rather than handing you a tool — so it is done properly whatever shape your records are in. You can also start without importing anything and build from your first instruction. Either way we walk you through it.

Keep as many sets of terms as your practice needs — Level 1, Level 2, commercial, whatever you offer — each in your own wording and fully editable. They live in one library, so a Level 2 goes out with your current Level 2 terms rather than whichever document somebody copied last, and changing a clause changes it for every job from then on.

Legally binding online signatures on your terms of engagement. No more relying on an informal “yes, go ahead” buried in an email chain, no printing and scanning, no manual admin chasing paper round the office. The client signs on screen and the signed copy files itself against the job.

A single job often has an owner, a purchaser, a solicitor and an introducer. Put them all on the record with their own roles, so the right person gets the right email and nobody is copied into something they should not see.

Invoices are issued from the job, so what was quoted, what was agreed and what was billed are the same numbers rather than three documents to reconcile.

Up front, before the report is issued, on account, or split and staged — set per job, so the software fits how your firm gets paid rather than the other way round.

Invoices raised in SCORE flow into your accounts package, so your bookkeeper is not rebuilding in Xero or Sage what you already typed here. Others on request.

Enquiry, quote, terms, booking, inspection, report, quality control and invoice all run on the same record. Nothing is rekeyed between systems and nothing is stranded in a spreadsheet or somebody’s inbox, because there is only one place for it to be.

Hold a slot while the client makes their mind up and confirm it when they are ready, so you are not choosing between blocking out your diary and losing the date.

Assign a job to the right surveyor, or pass it to a colleague mid-flight. The notes, the emails and the full history go with it, so whoever picks it up is not starting from a phone call.

Every surveyor’s week in one view, so you can group jobs by area, see who is carrying what, and slot in an urgent inspection without three phone calls.

Notes, emails, status changes and reassignments all land on the job in order. When a client asks what happened in March, the answer is on the record rather than in somebody’s memory.

Set your own wording for each kind of message, so everyone sends the current version instead of writing it fresh, with their own signature on the bottom. Tweak any message before it goes, because not every client is the standard case.

Email you send from SCORE comes back to SCORE, and a reply attaches itself to the job it belongs to — so the quote, the access details and the report sit on one record instead of somebody's Outlook. Keep your own inbox alongside it if that suits you better.

Email SCORE sends on your behalf carries your own reply-to address, so a client who hits reply reaches your firm rather than us. That holds on Core as well as Pro, with or without a custom sending domain.

Optional on Pro: outbound email leaves from your firm’s own domain rather than ours, so what arrives in a client’s inbox carries your name. Client portal and form links still sit on a SCORE address — removing that is an Enterprise conversation.

Who to meet, how to get in, which key safe and what the code is — held against the job and shared with the team, so the person doing the visit is not the only person who knows.

Print a pre-populated set of site notes and take them with you — the property, the client, the access details and what you are there to look at, already on the page. Plenty of surveyors would rather write on paper at the property than hold a phone, and there are lofts and roof spaces where that is the only sensible answer.

Open any job straight onto Ordnance Survey and Google mapping, so you can check access, boundaries and where you are actually going to park.

SCORE QC runs a thorough check of the quality and consistency of every report against checks built for survey reports, and flags what deserves a second look before it reaches the client. It assists, it does not decide — you review, you confirm, you sign off, and you remain the accountable professional.

Run a report through the checks, fix what it flags, run it again. And again. Re-runs never count against you.

Add your own checks on top of the standard set: the house style you have settled on, the clause you always want present, the mistake somebody made once. What lives in a reviewer's head becomes something the system catches every time.

Commercial clients, panel managers and lenders increasingly want specific fields alongside the report, in a form they can load straight into their own systems. SCORE pulls them out of your finished report so nobody is rekeying your work into somebody else's template — and it puts you ahead of open property data.

More and more clients are asking for structured data alongside the report, and we can help you meet that. It matters most if you act for commercial clients or panel managers — if your work is residential and your clients only ever want the report itself, it will not change your week. Either way, if there is a technical problem your firm needs solving, talk to us.

Summarising your own report is the last job of a long day, and the part the client reads first. The assistant drafts it from what you have already written, in a standard format your firm can adapt, so you approve or fine-tune rather than start from an empty section.

The same posture as everything else we build with AI: it drafts, you approve. Nothing goes out that the author has not read and agreed.

Pro and Enterprise firms are answered first. You are talking to the people who build SCORE, not a ticket system that reads your message back to you.

Turn on two-factor authentication for your firm and a password on its own stops being a way in. We recommend it for everyone, and your assessor will expect it if you are certifying to Cyber Essentials Plus.

Everyone gets their own login with the access their role needs, and every action is recorded against the job. When a client asks who changed something, or an assessor asks how you would know, the answer is on the record.

Staff sign in with the account your firm already manages — Microsoft 365 and Entra ID, or Google — so joiners and leavers are handled where you handle everything else and nobody is left holding a password after they have gone.

No two practices work the same way, and SCORE is built to bend to yours without a project to do it — the order of a job, your terms, your report types and your checks are all yours to set. Where you need something further, tell us and we will look at it with you as we grow.

Enterprise firms whose clients should never meet a supplier’s name can have SCORE branding taken off the portal and forms. Scoped with you rather than switched on, so tell us how far you need it to go.

Lenders, panel managers and larger practices usually have systems of their own that need to talk to SCORE. Rather than ship a fixed integration and hope it fits, we build the connection around what actually needs to move between the two — panel work included, with instructions out and quotes, dates and reports back.

Enterprise, and deliberately open-ended. If your firm needs something connected, tell us what it is and we will scope it with you.

Connect your own AI agent to SCORE and ask it real questions about your practice — what needs doing today, which jobs are waiting on a client. It answers from your own records instead of guessing. We are not building it until firms tell us what they want to ask of it.