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Surveying firm software: jobs, quotes & plan delivery

Surveying firms: deliver plans through a portal, not an inbox. Field data to client-ready plans.

Point clouds bounce off email limits, the builder sets out off an old revision, crews get juggled on a whiteboard and clients ring every second day asking where their survey's up to. We build quoting, crew scheduling, job tracking and plan delivery systems for surveying firms that all talk to each other. Then we host them and look after them.

Looking for surveying software that runs the quotes, the crews and the plan delivery?

A surveying firm is really three businesses sharing one ute: a field operation chasing weather and site access, a drafting office turning raw data into plans and a delivery service keeping clients, builders and consultants on the right revision. Your CAD and processing software is brilliant at the middle bit. Everything around it usually lives in spreadsheets, server folders, inboxes and the boss's memory.

Wollopit builds custom software for surveying firms around how your office actually runs. Quotes go out from templates by survey type. Crews see their week, their site notes and their gear on a tablet. Field data lands on the job the moment it's uploaded. Finished plans release through a portal with clean revisions, the right people get notified and the invoice goes out the same day. We work alongside the survey and CAD software you already trust and look after the lot on our own servers.

01The problems

What we hear from surveying firms

Does your surveying firm have these problems? Here's how we'd fix them.

Most surveying firms we talk to produce precise work and then deliver it through a process held together with email, WeTransfer links and a whiteboard. It holds up fine until three builders want setouts on the same wet Thursday.

  • The problemBig files emailedDWGs, PDFs, LandXML and point clouds bounce off attachment limits or sit behind a download link that expired last week.
    How we fix itA delivery portal with versioned downloads, so clients and consultants grab what they need whenever they need it.
  • The problemThe wrong revision gets usedThe builder sets out off revision B while the designer is already working from revision D.
    How we fix itOnly the current revision shows by default. Superseded plans are archived and everyone on the project is told when a new one drops.
  • The problem"Where's my survey up to?"Clients ring the office every couple of days and someone has to walk down to drafting to find out.
    How we fix itA client view showing the live stage of their job: booked, in the field, drafting, checking, released.
  • The problemEvery quote starts from scratchContour and detail, identification and subdivision quotes typed up fresh each time, with search fees and travel guessed.
    How we fix itQuote templates by survey type with site size, terrain, travel and disbursements built in. Clients accept online and pay a deposit.
  • The problemCrews juggled on a whiteboardJobs, crews and gear shuffled by hand. Then rain wipes out Thursday and the whole week has to be rebuilt.
    How we fix itA drag and drop crew calendar with gear allocation. Move a job and the client gets an automatic heads-up.
  • The problemSite access surprisesThe crew turns up to a locked gate, a big dog and a tenant who had no idea anyone was coming.
    How we fix itAccess notes, gate codes and contacts on every job, plus an automatic SMS to occupants the day before.
  • The problemField data stuck on the controllerRaw data, field notes and site photos sit on the controller or someone's phone until they remember to upload.
    How we fix itField uploads go straight to the job from the tablet, photos are tagged and drafting gets a ping that it's ready.
  • The problemOld jobs you can't findYou know you surveyed next door in 2011 but the file is somewhere in a folder called 'Old jobs misc'.
    How we fix itEvery past job on a map, searchable by lot and plan, address or client, with the control and marks you used.
  • The problemSetout requests by textBuilders text on Tuesday asking for a setout Wednesday morning, with no approved plans attached.
    How we fix itA builder booking form that requires the approved plans and only offers slots your crews actually have.
  • The problemSubdivisions lose the threadMulti-lot jobs bounce between council, the titles office and the developer with nobody sure who's holding it up.
    How we fix itA stage tracker from fieldwork to plan sealing, lodgement and registration, with reminders when a stage sits too long.
  • The problemConsultants all want a copyEngineers, designers, planners and builders each email asking for the latest files.
    How we fix itProject sharing per consultant, so everyone sees the current set and you can see who downloaded what.
  • The problemInvoices go out latePlans released Monday, invoice raised at month end and paid sixty days later.
    How we fix itInvoices raised on release or by stage straight into Xero or MYOB, with search fees and disbursements passed through.
02What we build

Solutions

What we build for surveying firms. Usually all talking to each other.

Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.

01

Plan delivery portal

Versioned plans, CAD files, LandXML and point clouds delivered securely with no email size limits.

02

Revision control

Current revision clearly marked, old ones archived and project contacts notified on every release.

03

Online quoting

Templates by survey type, disbursements included, accepted online with a deposit.

04

Job pipeline

Every job from enquiry to quote, field, drafting, checking and release on one board.

05

Crew scheduling

Crews, vehicles and instruments on a shared calendar that copes with wet weather reshuffles.

06

Field job packs

Site address, access notes, gate codes, contacts, control and previous plans on the crew's tablet.

07

Field data uploads

Raw data, notes and photos uploaded from site straight to the job folder.

08

Job archive map

Every past job pinned on a map, searchable by lot and plan, address or client.

09

Builder setout bookings

Builders book setouts online with approved plans attached and pick from real crew availability.

10

Subdivision tracker

Stages from survey to sealing, lodgement and registration with hold-up reminders.

11

Consultant access

Shared project folders for engineers, designers and planners with download logs.

12

Client status updates

Automatic SMS and email when a job is booked, surveyed and released.

13

Invoicing on release

Invoices and stage claims raised automatically into Xero or MYOB.

14

A website that wins work

Fast on mobile, clear survey types, an online quote request and built to rank for 'surveyor near me'.

03The systems

The big ones

Your whole surveying firm, on one system.

These are the systems surveying firms ask us about most. Each one works on its own. Joined up, a job flows from quote to field to plan to invoice without anyone retyping a thing.

Field data portals

Release a plan once. Everyone gets the right one.

Finished plans, CAD files and survey data release through a portal instead of an inbox. Clients and consultants see only the current revision and get told the second a new one lands. Big point clouds download without anyone fighting attachment limits.

  • PDF, DWG, LandXML and point cloud delivery
  • No file size limits
  • Current revision shown by default
  • Superseded revisions archived
  • Release notes on every revision
  • Notify the whole project team on release
  • Consultant access per project
  • Download logs: who grabbed what
  • Your branding on every page
  • Invoice raised on release

Quoting & job pipeline

Quote in minutes. See every job at a glance.

Quote templates by survey type do the maths for you, including search fees and travel. Once accepted, the job lands on a pipeline the whole office can see, from booked to released, so nothing stalls between field and drafting.

  • Templates for ID, contour, setout and subdivision
  • Site size, terrain and travel pricing
  • Search fees and disbursements included
  • Online acceptance with deposit
  • Pipeline from enquiry to release
  • Jobs stuck too long flagged
  • Client status page and auto updates
  • Repeat clients with their own pricing
  • Quote win rate by survey type

Crew scheduling & field

Crews that know where they're going and what's waiting.

A crew calendar with jobs, vehicles and instruments in one view, built to survive a wet week. Each crew gets a job pack on the tablet with access notes, contacts, control and old plans, then uploads field data straight back to the job.

  • Drag and drop crew calendar
  • Vehicle and instrument allocation
  • Wet weather reshuffles in a few taps
  • Clients told automatically when jobs move
  • Gate codes, dogs and access notes
  • Occupant SMS the day before
  • Previous plans and control on site
  • Raw data and photos uploaded from site
  • Works offline in poor reception
  • Drafting notified when data lands

Job archive map

Every job you've ever done, on one map.

Years of old jobs pulled out of server folders and pinned to a map. Search by lot and plan, address or client and see what you surveyed nearby, which marks you used and which plans you already hold before you quote.

  • Every past job pinned on a map
  • Search by lot and plan or address
  • Search by client or job number
  • Nearby jobs shown when quoting
  • Control and marks used per job
  • Old plans and field notes attached
  • Imported from your existing folders
  • Links straight to the live job

Subdivisions & invoicing

Multi-stage jobs tracked. Money in on time.

Subdivisions and big civil jobs get a stage tracker from fieldwork through plan sealing, lodgement and registration. Each stage can trigger its own invoice into Xero or MYOB, so you're not waiting until the titles office signs off to get paid.

  • Stages from survey to registration
  • Council and titles office hold-ups tracked
  • Reminders when a stage sits too long
  • Developer and engineer portal access
  • Stage claims raised automatically
  • Invoices on plan release
  • Disbursements passed through
  • Overdue reminders sent for you
  • Sync to Xero or MYOB
04How it changes

Before and after

A contour and detail survey, wolloped.

Here's how a typical contour and detail job could change. Every firm runs a little differently, so we map yours first.

Before

  1. Quote typed from scratch with search fees guessed
  2. Crew arrives to a locked gate and a barking dog
  3. Field data sits on the controller for two days
  4. Client rings three times asking for an update
  5. Email bounces because the files are too big
  6. Invoice goes out at month end

After

  1. Quote built from a template and accepted online
  2. Occupant got an SMS yesterday and the gate code is on the tablet
  3. Data uploaded from site and drafting pinged
  4. Client sees the job stage on their status page
  5. Plan released in the portal and the designer already has access
  6. Invoice sent the moment it's released
05Services

Everything under one roof

Software, websites and systems for surveying firms.

Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.

Custom software for surveying firms

Built around how your surveying firm actually runs: plan delivery portal, revision control and the admin in between, in one system you own.

Websites for surveying firms

Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.

Surveying firm system upgrades

Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.

Apps and portals for surveying firms

Online quoting and job pipeline: customer and staff portals that work on any phone without an app store.

Integrations and automation

We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.

Hosting, support and care

Managed hosting, updates, backups and security for your surveying firm, looked after by the people who built it.

06Integrations

Connections

Plays nicely with what you already use.

We don't touch your processing or CAD workflow. We connect to the tools you rely on, work alongside the survey platforms you're happy with and replace the spreadsheets holding you back.

  • Xero
  • MYOB
  • Microsoft 365
  • SharePoint
  • Google Workspace
  • Dropbox
  • Trimble Business Center
  • Leica Infinity
  • 12d Model
  • Autodesk Civil 3D
  • Esri ArcGIS
  • Nearmap
  • Procore
  • Deputy
  • Stripe
  • Twilio SMS
  • Google Maps
07How we work

The process

Some people dip their toe in. We turn up in a rebreather.

We get properly below the surface of your surveying firm: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.

  1. 01

    Think

    We sit in the office, ride along with a crew and watch a job go from enquiry to release, then work out where the time actually goes.

  2. 02

    Archi-tech

    We plan it before writing code: your survey types, crews, gear, file formats, delivery, archive, accounting, hosting and cost.

  3. 03

    Build

    Real engineering, shown to you early and often. Usually the most painful bit first, like plan delivery or crew scheduling, so you get a win quickly.

  4. 04

    Look after

    We host it, maintain it and keep improving it. When something breaks you call the people who built it.

08Questions

FAQ

Things surveying firms ask us.

Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.

Can it handle large point cloud files?

Yes. Point clouds, DWGs, LandXML and big PDF sets are stored and delivered securely without email limits. Clients download straight from the portal.

Will it replace our survey or CAD software?

No. 12d, Trimble Business Center, Leica Infinity and Civil 3D stay right where they are. We handle everything around them: quotes, crews, field uploads, delivery and invoicing.

Can clients see where their job is up to?

Yes. Each client gets a simple status page and automatic updates when their job is booked, surveyed and released. Fewer 'just checking in' calls.

Can you get our old jobs out of the server folders?

Usually yes. We import your existing job folders and records, match them to addresses or lot and plan numbers and pin them on a map you can search.

Will the field side work with no reception?

We can build it to work offline. Crews see their job pack on site and uploads sync once they're back in range.

Do we have to switch the platforms we already use?

No. If Xero, Microsoft 365 or your file storage is working, we build around it. If something's holding you back, we'll show you what replacing it would involve before anything changes.

How much does a surveying system cost?

It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.

How long does it take?

Smaller pieces like a delivery portal or quote templates can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.

Who looks after it once it's built?

We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.

We already have systems. Can you upgrade them instead of starting again?

Usually, yes. Most surveying firms we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.

Contact

Got a surveying firm problem? Consider it wolloped.

Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.

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