For survey firms

No two survey firms run the same way.

Some run on whiteboards and spreadsheets. Some already have software. Most get by on Outlook, WhatsApp, a folder somewhere and the person who just knows. The trouble is never the tools. It's that none of them talk to each other.

And every day, the same questions

"Who's on that job tomorrow?"

"Has that quote gone out?"

"Where's the SX12?"

"Has that report been signed off?"

It all holds together. Until the one person who remembers is off.

There has to be a better way.

Where every morning begins

What your business looks like with Primox.

One screen, first thing. It shows what needs a decision, and keeps everything that's running fine out of the way.

atlas-survey.primox.co.uk
Good morning, James
Tuesday, 8 July · Atlas Survey Group
4 need you
3 reports awaiting your sign-offTwo are due to the client on Thursday
Trimble SX12 calibration due in 3 daysOn site until Friday, book it in now
£
£6,400 overdue on 2 invoicesRedrow and Kier, 41 days
0
On site
0
Awaiting QA
78%
Win rate
2
Idle 7d+
One job, start to finish

Watch one job move through Primox.

From the first phone call to the money in the bank. Sixty seconds, or follow it yourself below.

Following ATL-2026-0112 · Kingsway Retail Park
01 · Enquiry

Someone rings.

ENQ-0148Logged
Kingsway Retail Park
Kingsway Developments · Leeds · needed 18 Jul
02 · Quote

Can we price it?

QU-0092Draft
Measured building survey
£6,800
03 · Sent

Has it gone out?

QU-0092Sent
Your name and branding on every customer-facing document
04 · Won

Did we win it?

ATL-2026-0112Won
Kingsway Retail Park
from QU-0092 · £6,800 · PO attached · nothing retyped
05 · Scheduled

Who's doing it?

Wed 16 Jul · 08:00Booked
Priya Nair · Senior surveyor
2 days on site
06 · Equipment

Have they got the right kit?

Trimble X9 ScannerOut to Priya
SEM-A-0026 · calibration valid to 21 Sep
07 · The field

Do they know where they're going?

Morning, Priya 👷
Today's job
Kingsway Retail Park
08:00 · Measured building
Trimble X9 · calibrated
RAMS · gate code · site contact
08 · Kit

Is the kit accounted for?

Trimble X9Back in store
out 16 Jul 08:04 · in 17 Jul 17:40 · good condition
09 · On site

Is the job done?

Kingsway Retail ParkComplete
Priya Nair · point cloud and drawings uploaded
10 · Sign-off

Has management signed it off?

Drawing packApproved
signed off by you · approved and ready to invoice
11 · Invoice

Have we invoiced it?

INV-0311
Kingsway Developments
£6,800
12 · Paid

Have we been paid?

Kingsway Developments
paid in 22 days
£6,800
Customer Kingsway DevelopmentsJob ATL-2026-0112Engineer Priya NairKit Trimble X9
Now every job

Now see every job, every engineer and every piece of kit in one place.

Every job and its stage. Who's on it. Which kit is out. What it's worth.

Enquiry 5
Dockside Phase 3
Marex · Cardiff
St Mary's School
council · topo
Quoted 7
Riverside Mills
Wates
£12,400
A48 Corridor
monitoring
£28,000
Scheduled 9
Kingsway Retail
Priya · Wed
Beacon Heights
Tom · Thu
On site 9
Milldale Ph 2
Daniel · SX12
day 2 of 3
Harbour Rd
Sian · R12i
Awaiting QA 6
Northgate
due Thu
Elm Court
with you
Invoiced 4
Kier Depot
41 days
overdue
Weston Park
£4,200
Out on site now
12
instruments across 9 live jobs, all calibrated
Invoiced this month
£128,540
against a £140,000 target
Owed to you
£6,400
overdue, and worth a phone call
The whole picture

Know what's really happening in your business.

The numbers a director actually asks for, kept current on their own. Revenue, quotes, utilisation, ageing debt, and the customers worth keeping.

Revenue · July
£128k of £140k
£1.24m so far this year.
Quotes
78% won
Won
39
Lost
11
£86k still out in 12 open quotes.
Engineer utilisation
Priya N.
92%
Tom E.
84%
Daniel C.
78%
Sian R.
61%
Sian has room for two more days.
Invoice ageing
£42k owed
Current
30d
60d
90d+
£6.4k over 60 days. Chase it.
Equipment utilisation
71%
Scanners
88%
GNSS
74%
Total st.
52%
Two total stations barely earning their keep.
Calibration due · 30 days
4 instruments
Trimble SX123 days
R980 GNSSoverdue
X7 Scanner19 days
Nothing out of date leaves the store.
Most valuable customers · YTD
Redrow Homes£84k
Kier Group£61k
Wates£47k
64% of work is repeat business.
Average quote value
£5,900
This yr
£5.9k
Last yr
£4.9k
Up as the bigger scanning jobs come in.
Monthly target
91%
On course
£12k to go, six selling days left.
Book a demo

See how your business could look when everything works together.

Bring your diary, your jobs and your kit list, and we'll show you exactly how Primox would fit the way you work.