Migration guide
You do not need a risky weekend migration or months of double entry. Most surveying practices start new work on InstaSurv while finishing existing jobs elsewhere — then never look back.
Four practical steps — designed around how surveying firms actually change software.
Create your practice workspace in minutes. No card required for the trial period — explore InstaSurv and InstaFlow™ with your team while you keep your current system running.
Recreate or adapt your report templates, defect library, disclaimers and reference material in the Knowledge area. Many firms copy their best sections once, then refine as they go.
Add clients and properties, then log open leads and instructions in InstaFlow. You can run new enquiries through InstaSurv while finishing in-flight jobs on your old system.
Quote, book, inspect and report entirely in InstaSurv. Enable the client portal so customers see progress, documents and messages in one branded place.
Run InstaSurv in parallel during your trial. Move team by team or job type when you are ready — not on someone else's deadline.
Replace separate tools for CRM, quoting, scheduling, reporting and invoicing with a single surveyor operating system.
Structured inspections, defect-led reports, AI-assisted drafting and PDF sharing — designed around how UK surveyors already work.
Guided setup for your practice details, branding and subscription. Your team gets a clear path from signup to first issued report.
Join practices using InstaSurv for reporting, InstaFlow for operations, and a client portal your customers will actually use.