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Surveyors Business Management Software

Simplify and streamline your surveying operations with CQ. Our all-in-one platform helps you manage client onboarding, job scheduling, document sharing and signing, team coordination, and project communications — all in one central system. Whether you're delivering residential surveys, commercial inspections, or compliance reports, CQ keeps your firm organised, efficient, and ready to scale.
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All-in-One Business Management for Surveying Firms

Transform how your surveying practice operates with CQ’s fully integrated business management platform. Manage incoming enquiries, schedule site visits, track project timelines, and securely store reports, drawings, and signed documents — all from one central hub. Log time, streamline client communication, and monitor job profitability with built-in analytics and financial tracking. Whether you're conducting property surveys, valuations, or compliance assessments, CQ empowers your team to stay organised, responsive, and confidently in control.
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Manage Every Client and Property File in One Place

Keep all your client details, property records, survey reports, and communication history neatly organised in one intuitive system. From first enquiry to final handover, CQ gives you full visibility over every interaction — no more hunting through email chains or juggling spreadsheets. Easily segment clients by service type or project stage so you can prioritise high-value work and deliver a seamless client experience.
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Complete Project Tracking, Designed for Surveying Work

Track every survey, inspection, or valuation from initial booking to final report — each with its own timeline, calendar, task board, and document vault. Assign responsibilities, attach site photos, and set reminders for follow-ups or deadlines. Whether you’re managing large commercial surveys or repeat residential visits, CQ ensures nothing gets missed and every job stays on track, on time, and fully documented.
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Organise Survey Workflows Visually, with Full Team Clarity

From residential valuations to commercial inspections, track every stage of your survey process with visual task boards and Gantt charts. Assign team members to specific phases like site visits, data analysis, or report creation, and monitor progress in real time. CQ helps your firm avoid missed steps, reduce admin friction, and stay agile — even across multiple concurrent projects.
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Send, Sign, and Store Survey Documents with Ease

Securely manage client contracts, appointment confirmations, and completed survey reports in one place. Share documents via encrypted links, collect digital signatures in seconds, and lock signed files to ensure compliance and accuracy. With CQ, there’s no need for Docusign or scattered folders — your entire document trail is centralised, secure, and audit-ready.
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Track Survey Costs and Profit Margins with Confidence

Get full financial visibility across building surveys, valuations, and property inspections. With CQ, you can compare projected vs. actual costs for each project, track billable hours on-site, and measure true profitability without relying on manual spreadsheets. Make pricing adjustments confidently and ensure every project supports the financial growth of your practice.
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Centralise All Communication — Even From Site to Office

Capture and log every call, email, and client meeting automatically, so nothing gets missed — whether you're inspecting properties or coordinating with architects and contractors. Assign follow-ups, schedule reminders, and tie all communication to the right project or report. Internally, keep your team aligned with CQ’s built-in chat system — ensuring site teams and office staff stay fully connected without needing third-party tools.
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HR & Compliance Made Easy for Surveying Teams

Maintain a complete, up-to-date record of every team member — from qualifications and accreditations to timesheets and job history. Upload and store contracts, certification renewals, and CPD records directly on each staff profile. Add custom fields to track specialist skills (like drone operation or asbestos awareness), and set automated reminders for training deadlines or reviews. CQ gives you full visibility over your workforce, helping you stay compliant and organised without the HR admin overload.
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Turn Data Into Operational Clarity

Access powerful analytics on job profitability, site performance, staff utilisation, and financial trends — all in one place. Whether you're tracking revenue by service type, reviewing field team output, or forecasting upcoming workloads, CQ delivers the clarity you need without relying on spreadsheets. Every data point connects back to real survey work, giving you confidence in every strategic decision — from resource planning to long-term growth.
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Never Miss a Lead with Seamless Pipeline Tracking

Track every new enquiry — from initial contact through to project onboarding — with complete visibility. Whether leads come via referral, your website, or direct outreach, CQ lets you tag, qualify, and manage them effortlessly. Build a steady, predictable pipeline and ensure every opportunity moves forward, with smart reminders and one clear dashboard to oversee all activity.
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Driving Excellence in Surveying Operations

In a fast-paced, accuracy-driven industry, CQ Business Management Software equips surveying firms with the clarity, control, and coordination needed to thrive. From streamlined lead tracking and job management to full financial oversight and integrated HR features, CQ connects every part of your business in one seamless platform.

Whether you're managing residential valuations, commercial projects, or ongoing consultancy work, CQ replaces disconnected tools with a unified system designed for real-world performance. Discover how much more efficient, scalable, and profitable your firm can be — book a free demo today and take the first step toward smarter business management.

FAQs

CQ focuses on the business management side of running a surveying practice, not the technical surveying work. While you continue using your specialized surveying software and equipment, CQ handles client relationships, project coordination, report delivery, team management, and business operations.
Absolutely. CQ's flexible project management system adapts to any surveying discipline and project scale. Whether you're managing simple boundary surveys, complex topographical projects, building surveys, or ongoing monitoring work, you can customize workflows and track progress all in one platform.
Advanced scheduling system for site visits, equipment allocation, and team coordination. Schedule surveyors based on skills and availability, track equipment usage, coordinate with clients for site access, manage weather delays, and optimize routes for efficiency. Perfect for managing multiple concurrent surveys.
Complete client lifecycle management including inquiry tracking, quote generation, project planning, progress updates, report delivery, and relationship management. Keep clients informed about survey progress, coordinate site access, manage change requests, and maintain professional communication throughout projects.
Real-time profitability tracking comparing quoted fees against actual time spent, equipment costs, travel expenses, and subcontractor fees. Track profitability by survey type, client, and team member. Identify your most profitable work and optimize pricing and resource allocation.
Comprehensive document management for survey reports, drawings, certificates, field notes, and client correspondence. Version control ensures accuracy, secure sharing allows controlled client access, and organized storage makes information easily retrievable for future reference or legal requirements.
Track surveying equipment usage, maintenance schedules, and allocation across projects. Monitor equipment availability, schedule calibrations, track costs per project, and optimize equipment utilization. Ensure the right equipment is available for each survey type and location.
Yes, CQ is fully mobile-responsive. Surveyors can access project information, update progress, capture site photos, log time, communicate with the office, and manage schedules directly from their phone or tablet while in the field or traveling between sites.
Track professional certifications, equipment calibrations, insurance requirements, and regulatory compliance. Set automated reminders for renewals, maintain audit trails, and ensure all work meets professional standards and legal requirements.
Yes, CQ allows you to add other professionals to specific projects with controlled access to relevant information. Coordinate with architects, engineers, developers, and legal professionals while maintaining security and professional boundaries. Share reports and communicate through the platform.
Definitely. CQ scales from solo practitioners to large surveying firms. Small practices benefit from professional systems that help them compete with larger firms by delivering exceptional client service, maintaining organized operations, and growing efficiently.
Streamlined invoicing based on completed work, automated payment reminders, and payment tracking. Generate professional invoices, track payment status, manage retainers, and maintain clear financial records. Integrate with your accounting software to avoid double-entry.

Schedule Your Personalized Demo Now

Use the calendar below to select a convenient time for your personalized CQ demo. Discover how our software can transform your business operations, one feature at a time.

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What our clients say

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The Biggest Difference

CQ has made one of the biggest differences to our business that I can think of. Pulling together every department and creating the ability to manage every area of our business from one place.
Ben Reynolds
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A Complete Must

This is simply the best software, its an absolute must if you want to grow your business and take it to another level
John Constanti
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Game Changer

Since using CQ we have freed up so much extra time for the business and has made us so much more organised and productive.
Ben Zenth
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Really Amazing Software

We've been using CQ for some time now and it has totally transformed our business, from quotation to management it has everything we had been crying out for.
James Oliver

Empower your business today

If you're seeking a comprehensive solution to streamline your operations, enhance inter-departmental communication, and drive business growth, look no further. CQ is the all-in-one business management software designed specifically for large businesses. Start your journey towards increased efficiency and profitability today. Click the button below to book a FREE DEMO or contact our team on 0204 548 4000.
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CQ Business Management
Features
Asset Management

Streamline tracking and management of your business assets.

Business Analytics

Harness your data for informed decision-making and business growth.

Calendar Management

Organize and manage your team's schedule efficiently and view everyone's calendar.

Document Creation

Centralize your documentation for easy access and management.

Estimation Software

Generate accurate and rapid estimates to win more jobs.

Gantt Charts

Visualize your project timelines for better progress tracking with live data.

Invoicing Software

Create professional invoices and manage payments seamlessly.

Project Management

Coordinate and control your projects for optimal outcomes to meet budgets and timelines.

Lead Management

Unlock exponential growth with our streamlined and comprehensive lead management tool.

Live Product Pricing

Access real-time product pricing for accurate cost estimation.

Profit And Loss

Track your financial performance with detailed profit and loss data.

Route Mapping

Optimize your team's routes for time, cost efficiency and wear and tear.

SMTP Email Set Up

Send and receive professional emails directly from the platform.

Team Management

Assign tasks and manage your team's workload effectively.

Team Communication

Foster real-time communication within your team for better collaboration.

Timesheets

Track your team's work hours and locations with geo-located timesheets.

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Teams
Finance

Empower your finance team with real-time data and insights.

Human Resources

Enhance your HR team's efficiency with streamlined processes.

Marketing

Equip your marketing team with tools for campaign success.

Operations

Boost your operations team's productivity with optimized workflows.

Sales

Drive your sales team's performance with effective lead management.

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