Survey management

Capture survey details where the job already lives.

Surveyors can work from assigned jobs and projects while the office keeps visibility of what has been booked, completed, or still needs information.

Survey management Panexis
Book survey
Capture details Review Order Produce
How it helps

Simple tools for the work your team already does.

01

Survey tasks linked to customers, jobs, projects, and properties.

02

Measurements, photos, notes, and opening details kept with the job.

03

Survey progress visible to office and project teams.

04

Designed for residential work and multi-property commercial projects.

Workflow

See the path at a glance.

The aim is to make the next step obvious, keep the details attached to the job, and stop important work disappearing into inboxes, paper notes, or spreadsheets.

1 Book survey
2 Capture details
3 Review
4 Order
5 Produce
Who it helps

Built for real window and door teams.

Surveyors Project teams Installers Office staff
Next step

See how this fits into the full Panexis workflow.

View workflows