InstaSurv
How your survey is delivered
From accepted quote to interactive report — and, when needed, contractor tenders — your client stays in one professional experience instead of a trail of PDFs and email threads.
Delivery funnel
One path the client can follow
Four stages from instruction to optional works tendering. Each stage is connected in InstaSurv so nothing falls between systems.
- 01
Instructed and kept in the loop
Once the quote is accepted, your client gets a branded portal — not a chain of emails. Booking, messages and status live in one place.
- 02
Survey day, then structured findings
Your surveyor inspects on site. Defects, photos and condition ratings are captured into InstaReport™ as the job progresses.
- 03
The report arrives digitally
Clients open a clear, interactive report with ratings, photos and next steps — readable on phone or desktop, without a PDF scavenger hunt.
- 04
Optional: scope and tender
Where repairs are needed, InstaScope™ turns findings into a priced schedule and InstaTender™ collects contractor responses your client can compare.
Watch
How delivery feels for your client
A short walkthrough of portal access, the digital report, and what happens when repairs go out to tender.
Video coming soon
Drop a YouTube or Vimeo embed URL into NEXT_PUBLIC_SURVEY_DELIVERY_VIDEO_URL when ready — this panel will play it automatically.
Live product
Interactive delivery demos
These are the real client portal, digital report, and contractor tender screens from InstaSurv — the same UI your clients and contractors use.
The live client portal — quotes, bookings, reports and messages under your practice branding.
Client portal demo not configured yet
These embeds use your real InstaSurv screens — not mockups. In Settings → Client portal demo, run Test client invitation, then set the marketing env vars shown there on Vercel (portal URL, report URL, tender ref).
Deliver the survey experience clients remember
Start free, issue real reports, and show every client a portal they can trust.