Systems for Surveyors
Land surveying firms generate revenue by delivering high-precision boundary, topographic, and construction staking data. Income is usually lost when crews are delayed by missing site access details or when unbilled revisions and research time are not captured during the drafting phase.
Professional Services
Also for: Surveyors
How the business actually works
Inquiry
A potential client requests a quote for a boundary survey or site plan.
Research
The office gathers deeds, easements, and historical plats from public records.
Fieldwork
Crews head to the site to set control points and locate physical monuments.
Drafting
Technicians process field data to create CAD drawings and legal descriptions.
Quality Review
The Professional Land Surveyor reviews the plat for accuracy and compliance.
Sealing
The final document is stamped, signed, and prepared for the client.
Delivery
Final plats are released once payments and recording requirements are met.
Where it leaks
Quotes often sit in limbo while clients wait for bank approval or permit clarity. Without a structured follow up, these potential projects never make it onto the crew schedule.
Crews arrive at a site only to find locked gates or aggressive dogs because the property owner was not notified. This results in wasted mobilization costs and schedule disruption.
Clients frequently request additional topographic features or staking points mid project. If these changes are not documented and billed, the firm loses margin on extra field hours.
Releasing plats before receiving full payment creates a significant risk for the surveyor. Tracking which clients still owe balances while managing a high volume of small projects is tedious.
Starting field work without proper deed research leads to errors and return trips. Miscommunication between the office and field crews regarding monument locations stalls production.
What LATTICE can build
Automatically remind clients to return signed right-of-entry forms and service agreements so work can begin.
Capture developers and homeowners the moment they call by immediately texting them an inquiry form when you are on the phone or in the field.
Automated SMS alerts sent to property owners forty eight hours before a crew arrives to ensure gates are unlocked and pets are secured.
A secure area for clients to download their final signed and sealed plats, legal descriptions, and invoices.
Systems that automatically send reminders for outstanding balances before the final digital files are released.
A custom website form that requires the parcel number and property address, ensuring your team has the data needed for a quick quote.
Automated requests sent to attorneys and real estate agents after a successful closing or filing to build your firm's reputation.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
The system sends automated reminders to the client or site superintendent days before the crew arrives. You can include specific instructions about clearing brush or moving equipment to ensure your team is not blocked from finding monuments.
Yes, you can create custom workflows for different service types. Each workflow can have its own set of required documents, research steps, and delivery timelines based on the complexity of the project.
By automating the invoicing process and linking the final plat delivery to the payment, you eliminate the need to chase clients after they have already received their documents. The system handles the reminders so you do not have to.
The platform allows for ongoing communication and a dedicated portal for high volume clients. This makes it easier for them to request new jobs and for you to manage their entire portfolio of projects in one place.
Automating lead intake, follow ups, and payment notifications removes the repetitive manual tasks that usually fall on the office manager or the surveyor. This allows your team to focus on research and drafting.