Survey Management

A survey pulls together a buyer, a boat, a marina, and several vendors on one date, and any one of them slipping costs a deal day. Survey Management keeps the whole thing in one record, sends the details to everyone who needs them, and chases the dates for you.

• One record per survey: date and time, boat, location and marina, buyer and broker contacts
• Add the people involved directly from your vendor list
• A survey email that goes out with the details everyone needs
• A clear status lifecycle from scheduled through complete
• Rate the vendors afterwards, feeding your shared vendor knowledge
• Automatic reminders so nothing slips