For a small shop
Keep the work organized when the same person answers the phone, prepares a quote, and heads into the field.
Our Product
Everything around
the survey. Connected.
Surveyor Ops organizes the operational side of your firm—from incoming requests to crew assignments, field records, and payment history.
Illustrative job overview
One connected recordCedar Hollow
Boundary Survey
Boundary Survey
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Office readyCrew assigned. Instructions attached.
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Field work capturedNotes, pins, and visit history.
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Business details togetherInvoice, payments, and balance.
Office to field
The job record travels with the work.
Get the crew ready with instructions, documents, and point information. Bring back notes, photos, pins, and visit history in the same place.
Built for the places signal doesn’t reach.
Download assigned jobs and map areas while connected. Saved captures wait on the phone and sync when service returns.
On iPhone, keep the app open to send. Phone location is a field reference, not survey-grade positioning.Built for the whole job
The everyday essentials.
In one place.
Explore the full toolkit for the office, the crew, and the people waiting on your work.
Jobs & schedulingA clear view of what’s moving.
- Custom job-board columns and status tracking
- Party chief and additional crew assignments
- Due dates, job filters, and crew completion indicators
- Search by job, customer, phone, road, county, or file
- Parcel numbers, legal descriptions, and job coordinates
Quotes & intakeStart the job with the details intact.
- Phone quotes and incoming website requests
- Quote numbers, prices, statuses, and follow-up dates
- Property details and rough sketches
- Customer matching and quote-to-job conversion
- Unread requests and due follow-ups on the dashboard
The field appUseful long after the signal fades.
- Assigned jobs saved on the phone for offline use
- Visit notes, progress, photos, and voice recordings
- Location pins and custom field-note questions
- Mark control points set, found, or not found
- Visible pending uploads and sync status
- Saved topo maps around jobs and nearby-job references
- Offline field-book pages for crew, hours, weather, and equipment
- On-site client meeting capture that creates an office job after sync
- Installable home-screen experience for iPhone and Android
Download with signal first. Offline maps cover saved areas. Phone location is a field reference, not survey-grade positioning.
Job packets & recordsLess digging for the right document.
- Crew instructions, deeds, plats, and document uploads
- Instruction sheets saved for offline use
- Control-point imports and coordinate-system labels
- Copy nearby job points with duplicate checks
- Field activity and previous visit history
- Downloadable job folders and customer-file archives
People & conversationsRemember the call. Make the callback.
- Customer records and jobs organized by year
- Shared contacts for realtors, attorneys, vendors, and more
- Phone and email links, favorites, and speed dial
- Offline contact directory for the crew
- Missed-call, voicemail, and after-hours call records
- Open/handled status, follow-ups, and linked job history
Invoices & paymentsThe work is done. Know what’s owed.
- Printable invoices and invoice messages
- Payments recorded by method and date
- Customer and job balances
- Revenue by period and payment method
- Invoice and payment CSV exports for bookkeeping
- Financial access for admins and bookkeepers
Customer touchpointsA next step without another phone call.
- A survey-request form for your company
- Job and quote status lookup by reference and phone digits
- Private job payment links and payment instructions
- Optional online card payments with Stripe connected
- Invoice email delivery when configured
Your company, your setupMake the workflow yours.
- Admin, bookkeeper, office, and crew roles
- Company-specific boards and field-note questions
- Job-number settings and local time zones
- Customer, job, payment, and contact imports
- Company-data exports and backup reports
- Feedback from your team
Connect the rest of your business.
Optional integrations, configured for your company.
QuickBooks OnlineStripeEmail deliveryPhone answeringVoice transcription
Connections require the relevant provider account and setup. QuickBooks supports a chosen payment-sync direction. Phone answering handles routing and recorded messages; summaries and transcription require a configured service.
A workflow that fits your firm
Useful at the desk.
Useful in the truck.
For a larger firm
Coordinate multiple crews with shared records, clear assignments, and appropriate views for office, field, and bookkeeping teams.
A few good questions
Before you head out.
Is this a replacement for my CAD or data collector?
No. Surveyor Ops handles the operations around your survey work: people, jobs, records, field communication, and billing. Keep using your survey instruments, CAD, and specialist processing tools.
Can my crew use it without cell service?
Yes. Sign in and download assigned jobs with signal first. The field app keeps job information available and saves notes, photos, voice notes, pins, and point marks on the phone. Reopen or keep the app open when service returns to send saved work. On iPhone, the app must be open to sync.
Can we bring our existing records?
Customer, job, and payment records can be imported from supported CSV files, and contacts from supported phone exports. We can walk through your current files in a demo and discuss what needs to be prepared.
How does pricing work?
Tell us about your team and the workflows you need. We’ll share pricing information and discuss your setup. Provider services such as card processing, phone answering, or transcription may have their own charges.
Is this the actual app?
This is the Surveyor Ops product website. The interactive previews use fictional sample data and demonstrate selected workflows. They do not create real jobs, take payments, or connect to a customer account. Request a full demo to see the product in context.
Let’s talk about your firm
See the fit. Get the pricing.
Explore the workflow with us and get pricing for your team’s setup.