Qualified surveys,
booked into your diary.
A survey is a homeowner who wants the work done soon, has answered the qualifying questions, and has a slot in your calendar. That is what we book, what you pay for, and what the Surveys page tracks from booked to quoted to won.
Included with the system. No per-user fee, no contract, web plus iPhone and Android.
Booked, exclusive, and tracked to the job.
- Every survey is exclusive to you. Never resold, never shared
- Qualified first: fuel type, timeline, finance, property, before it reaches the diary
- Confirmed and reminded by text so fewer doors go unanswered
- Outcome recorded after the visit: quoted, won, lost, no-show
- Over 70% of surveys booked through MyTradeBuddy convert to jobs
Three steps. None of them are yours.
Qualified
The receptionist, the chat or our calling team asks the questions you would ask and stops the ones that are not real.
Booked
The visit lands in a free slot in your calendar with travel time respected, and the homeowner gets a confirmation text.
Followed through
After the visit you mark the outcome. The quote follow-up starts on its own.
A lead is a phone number. You ring it four times, get through once, and the homeowner 'is just getting prices'.
Tuesday 10:30, Mrs Patel, combi replacement, oil to gas, wants it before winter, confirmed by text. You turn up and quote.
Surveys questions
A homeowner who wants the work done as soon as possible and has passed the qualifying questions for your trade, with a booked slot in your diary.
Tell us. If our checks show a fake enquiry it can be credited towards your next survey. It is assessed case by case, not a blanket guarantee.
No. Each survey goes to one business only.
Per booked survey. No contracts, no minimum term, cancel any time.
See surveys with your own jobs in it
Book a demo. We walk through this feature and the rest of the system for your trade, and what moving across would involve.