Building Group Surveys
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Add New Customer
Create a new customer profile in the Building Group Surveys system
Quick Tips
All fields marked with * are required
Customer email must be unique in the system
Phone numbers will be automatically formatted
Property address is optional but recommended for future surveys
Customer type helps categorize clients for reporting
Customer Type
Residential
Individual homeowners and private property buyers
Commercial
Businesses and commercial property investors
Estate Agent
Real estate agents and property professionals
Solicitor
Legal professionals and conveyancers
Personal Information
First Name
Last Name
Title
Select Title
Mr
Mrs
Ms
Miss
Dr
Prof
Sir
Lady
Company/Organization
Contact Information
Email Address
This will be used for all communication and must be unique
Primary Phone
Alternate Phone
Preferred Contact Method
Email
Phone
Both Email and Phone
Address Information
Address Line 1
Address Line 2
City/Town
County/State
Postcode
Country
United Kingdom
England
Scotland
Wales
Northern Ireland
Ireland
Other
Additional Information
How did they hear about us?
Select source
Google Search
Company Website
Word of Mouth/Referral
Estate Agent
Solicitor
Social Media
Advertisement
Repeat Customer
Other
Customer Status
Active
Lead
Prospect
Inactive
Customer Notes
These notes are internal only and will not be shared with the customer
Reset Form
Save Customer
Save & Create Survey
