Surveyors

Permits, site visits and jobs. Quotes, deadlines and documents stay on the client file.

Contacts
Companies
Forms
Deals
Quotes
Projects
Tasks
Appointments
Documents
Automations
Time Management
Custom applications
Integrations
Contacts
Companies
Forms
Deals
Quotes
Projects
Tasks
Appointments
Documents
Automations
Time Management
Custom applications
Integrations

Contacts

Clients, companies and those who follow the dossier in the town hall: a name, an address, a deadline.

Contacts  (3)

Companies Filters Actions New Contact
Contact Tag Type Job role Company Source
SR Sara Riva Practice Customer Client Family Costa Word of mouth
MB Marco Bianchi Construction site Follow-up Supplier Enterprise Quest Riva Site
LF Luca Ferri Land Registry Entity Municipal technician Condominium Verdi Telephone

How many dossiers enter and which clients still have open documents.

Reports
Charts
Type
Source
Companies

Companies

Companies and condominiums connected to the dossiers, with the construction site contact person.

Companies  (3)

Contacts Filters Actions New Company
Company Tag Type Industry Contact Source
SR Family Costa Practice Customer Private Sara Riva Word of mouth
MB Quest Riva Construction site Follow-up Supplier Businesses Marco Bianchi Site
LF Condominium Verdi Land Registry Entity Condominiums Luca Ferri Telephone

Forms

From the site they ask for an inspection: address and type of work appear on the form.

Request an inspection

Address and type of dossier. We propose a date.

Email
Name
Surname
16/04/2026
How can we help you?
Send
Book an appointment

Address and type of dossier. We propose a date.

Sara Riva
Client
30 min
Select a date
November 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Saturday 14 November
09:00
10:00
11:00
14:00
15:00
16:00

The customer chooses the measurement day. The appointment is already on the file.

Scheduled inspection: the list of documents to prepare begins.

Back Inspection scheduled, ask for documents View logs Run test Active Save
100%
Add action
Start
Fixed schedule
Planned
Inspection scheduled

read_google_sheet

connector 1
ForEach Loop

loop_foreach

php 2
Inspection scheduled
Send document list

create_contact

1
End

Deals

CILA building permit, cadastral registration, works management: the commercial dossier remains separate from the technical file.

Deals | Sales

Group by
Board List
Deal
New lead 2
6.500,00 €
1.750,00 €
20%
CILA building permit for expansion Costa

€ 2.000

Family Costa

26 Nov

  • MB
    • 30%
    cadastral registration Riva

    € 4.500

    Quest Riva

    4 Dec

  • SR
    • Lead qualified 2
    15.000,00 €
    8.500,00 €
    50%
    Works management Verdi

    € 5.000

    Condominium Verdi

    22 Nov

  • LV
    • 60%
    Attic amnesty

    € 10.000

    Family Costa

    19 Nov

  • MB
    • Negotiation 1
    10.000,00 €
    8.000,00 €
    80%
    Retargeting

    € 10.000

    Condominium Verdi

    17 Nov

  • LV

    • expected fee and dossier still to be closed.

    Reports
    Charts
    Status
    Amount
    Companies

    Quotes

    The fee indicates measurement, protocol and work management, before starting.

    Quotes | Status

    Actions
    Board List
    Quote
    Draft 2
    4.280,00 €
    CILA Costa building permit fee

    #PREV-5-2026

    € 2.440

    Family Costa

    24 Nov

  • MB
    • cadastral measurement and registration

    #PREV-3-2026

    € 1.840

    Quest Riva

    30 Nov

  • SR
    • Sent 2
    5.700,00 €
    Works management

    #PREV-6-2026

    € 3.900

    Condominium Verdi

    20 Nov

  • LV
    • Q2 Acme partnership

    #PREV-4-2026

    € 1.800

    Family Costa

    18 Nov

  • MB
    • Accepted 1
    20.023,00 €
    cadastral measurement and registration

    #16-2026

    € 20.023

    Condominium Verdi

    12 Nov

  • LV

    • Estimates accepted and those still waiting for the client.

    Reports
    Charts
    Status
    Amount
    Companies

    Projects

    Each construction site or dossier is a project, with the state visible in the studio.

    Projects | Workareas

    Group by
    Board Cards List
    Project
    Practices 3
    Practice Costa
    Practice Costa

    4/7

    19 Nov

  • MB
    • Construction site Riva

    2/5

    26 Nov

  • SR
    • Deliver the CILA building permit
    Practice Costa

    1/3

    22 Nov

  • LV
    • Construction sites 2
    Condominium Verdi
    Condominium Verdi

    6/6

    16 Nov

  • LV
    • measurement on site

    1/4

    Yesterday

  • MB
    • Municipality 1
    Integrate documents in town hall
    Construction site Riva

    0/3

    23 Nov

  • SR

    • Practices late on the protocol and open construction sites.

    Reports
    Charts
    Status
    Projects
    Tasks

    Tasks

    protocol, measurement, integration: study deadlines, with a manager.

    Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    Practice Costa 3
    Deliver the CILA building permit
    Practice Costa

    2/4

    Tomorrow

  • MB
    • Practice Costa
    measurement on site

    1/3

    17 Nov

  • SR
    • Integrate documents in town hall

    3/3

    12 Nov

  • LV
    • Construction site Riva 2
    Send monthly report
    Construction site Riva

    0/2

    16 Nov

  • SR
    • Construction site Riva
    measurement on site

    1/5

    Yesterday

  • MB
    • Condominium Verdi 1
    Deliver the CILA building permit
    Condominium Verdi

    0/1

    20 Nov

  • LV

    • Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Deliver the CILA building permit
    measurement on site
    Tu
    10
    Integrate documents in town hall
    Rossi project kickoff: goals and dates in the CRM.
    We
    11
    Deliver the CILA building permit
    measurement on site
    Th
    12
    Maintenance contract expiry
    Call with Rossi & Co.
    Fr
    13
    Send monthly report
    Rossi project kickoff: goals and dates in the CRM.

    Inspections and appointments at the town hall during the week.

    Expired deadlines and burden for surveyor.

    Reports
    Charts
    Status
    Projects
    Tasks

    Appointments

    Surveys and appointments at the town hall, linked to the dossier.

    Appointments
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Home inspection Costa
    11:00
    15:00
    Tu
    10
    Municipality, integration
    14:00
    17:00
    We
    11
    08:00
    Sara Bianchi
    16:00
    Th
    12
    09:00
    11:00
    Marco B.
    Fr
    13
    10:00
    12:00
    16:00
    Call with Rossi & Co.
    Nov
    16
    Mon
    10:00 - 10:30
    Monday 16 November
    30 min
    Video conference
    Google Meet
    https://meet.google.com/abc-defg-hij
    Organizer Sara Bianchi
    Participants Marco B., Sara R.
    Company Family Costa
    Start 16/11/2026 10:00
    End 16/11/2026 10:30
    Video conference Google Meet
    Location Construction site Via Verdi 8
    Status Confirmed

    Each exit has address, time and reason.

    Documents

    List of documents and reports are on the file, not just on one's PC.

    List of CILA building permit documents

    Save
    Data Connections (0)
    Preview Download
    Type
    Procedure
    Stakeholders
    MB Marco B.
    SB Sara Bianchi
    Add
    Content

    What is needed before the protocol

    Goal

    Align the team on dates, owners and the first deliverable.

    Next steps

    1. Rossi project kickoff: goals and dates in the CRM.

    Automations

    You schedule the inspection and the customer receives what to prepare, without a handwritten email.

    Start
    Inspection scheduled, ask for documents
    Event Deal
    Condition

    condition

    Control 1

    Yes

    Create Task

    create_task

    2

    No

    End
    Back Inspection scheduled, ask for documents View logs Run test Active Save
    100%
    Add action
    Start
    Fixed schedule
    Planned
    Inspection scheduled

    read_google_sheet

    connector 1
    ForEach Loop

    loop_foreach

    php 2
    Inspection scheduled
    Send document list

    create_contact

    1
    End

    See which dossiers have already received the document list.

    Time Management

    Study and construction hours recorded on the file, on the same day.

    Time Management
    9 Nov / 15 Nov
    User Mo 9 Tu 10 We 11 Th 12 Fr 13 Sa 14 Su 15 Hours
    Marco Bianchi 8h 8h 8h 6h 4h 0 0 34h
    Sara Riva 8h 7h 8h 8h 8h 0 0 39h
    Luca Ferri 4h 8h 8h 8h 6h 0 0 34h
    Sara Riva 8h 8h 4h 8h 8h 0 0 36h
    Time Management
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    09:00 Project
    Marco B.
    14:00 Task
    Sara R.
    Tu
    10
    08:00 Task
    Sara R.
    11:00 Project
    Luca V.
    16:00 Task
    Sara Bianchi
    We
    11
    10:00 Project
    Luca V.
    15:00 Task
    Marco B.
    Th
    12
    09:00 Task
    Sara Bianchi
    13:00 Project
    Sara R.
    17:00 Task
    Luca V.
    Fr
    13
    08:00 Project
    Sara R.
    12:00 Task
    Marco B.
    15:00 Project
    Sara Bianchi
    Sa
    14
    Su
    15

    The week between the office and inspections.

    Custom applications

    The dossiers have priority, deadline and person responsible. The municipality doesn't wait.

    Cases
    Files and dossiers — code, due date, priority.
    Code Title Priority Due date Owner Status
    CS-882 CILA Costa building permit, awaiting documents High 28/03/2026 Sara R. Intake
    CS-701 cadastral registration Riva Medium 10/04/2026 Marco B. In progress
    CS-655 Sanatorium Verdi Urgent 05/04/2026 Luca V. In progress
    CS-540 Inquiry to be collected Low 20/05/2026 Fleet team Waiting
    Jobs
    Field service — site, city, schedule.
    Code Title City Scheduled start Owner Status
    JB-301 CILA Costa building permit, awaiting documents Torino Tue 10:00 Luca V. Scheduled
    JB-288 cadastral registration Riva Milano Wed 14:30 Marco B. Scheduled
    JB-275 Sanatorium Verdi Bergamo Today Sara R. In progress
    JB-250 Inquiry to be collected Brescia Mon Fleet team Done

    The inspections have address, time and status: to be done, in progress, closed.

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