SurveyStars Software Features

Features - there are a great number of quality features that make up the SurveyStars software system. Each feature delivers multiple benefits throughout the various stages of a company’s workflow.

Not every feature is available to every user. Certain features are available only to a select group of users within a company - as a user, your specific feature set is based on your company, your services, your workflow and your credentials.

Because there are too many to show, we have highlighted the key features that are most useful categorized by:



  • Dashboards
  • CRM
  • Quotes & Orders
  • Maps & Apps
  • Links & Logs
  • Reports & Pipelines

Staff Manager

easy chief administrator tool (point/click) to set credentials, roles and responsibility, grant report access and set payroll detail for all employees


Management Reports

make great business decisions using data and analytics from one of nearly 60 different reports (pipelines and scorecards)



Route Map

visualize and monitor all jobs, priorities and crew positions in real-time


Dashboards

keep a pulse on your business at a glance

Pricing Matrix

set base/default pricing and capture automated pricing over-rides by service, client, location etc.

Client Map


Templates

easy to build and use repeatable documents, no more cutting and pasting


Asset Manager

Advanced Searching

quickly find client and job information using one of the 50+ search variable or identifiers

Nearby Map

understand where you’ve been before and the work you’ve completed nearby


Templates

easy to build and use repeatable documents, no more cutting and pasting


Quick and Useful Links

take advantage of “one click links” to google maps, FEMA, county links, etc., and/or build your own into the system


CRM



Pipeline Reports

keep your eye-on-the-ball with sortable, role specific pipeline priority reports



Field Star App

modern app for field crews’ hand held device (smartphone or tablet) keeping the field connected with a mobile set of mapping, document retrieval, template, time/activity capturing and communication tools.

Account Receivable (A/R) System

robust and flexible for easy invoicing, billing and depository capture with detailed real-time reporting. Built to satisfy all A/R activity from a one-service, one-click, one-invoice methodology to a more complex prepayments, retainer or progressive billing structure.

Client Portal

Document Management

digital “filing” cabinet system that allows for easy build-up, storage and retrieval of all documents associated with a job or project at anytime from anywhere


Time Sheets

automated system to easily track and capture time/activities through log-in credentials and a job check-out/check-in methodology


Digital Field Packages

easy links and uploader to quickly and efficiently prepare jobs for the field


SurveyStars Features Path

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Marketing Features

Marketing

Client CRM “light”

Client Map

Initializing

Quoting/Proposing

Templates

Client Portal

Job Entry

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Researching Features

Researching

Uploading

Links

Nearby Map

Time Allocation


mobile-surveystars

Scheduling

Scheduling

Due Dates

Route Map


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Routing Features

Routing

Email

Prioritization


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Surveying & Fielding Features

Fielding

Field Star App

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Drafting Features

Drafting

Data Points

DWG-PDF


Documenting Features

Documenting

Templates


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Delivery Features

Delivering

Email


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Billing Features

Billing

Invoice Templates

Email



Storage Features

Storing & Storage


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Resources

Resources

Stars Newsletter

Stars Tips

Stars Snipits - 60 Seconds

Stars Videos - 6 Minutes

Stars Webinars - 60 minutes

Stars Pod-Cast


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How To’s & FAQ’s

Integrations

Coming Enhancements

Schedule Private Demo

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