customer portal/
The questionnaire your customer fills in at home.
A large part of a site survey is simply asking questions. Your customer can answer those at home, whenever it suits them. With a photo of the meter cupboard.
When the request comes in through the request widget, the invitation with the questionnaire can also follow automatically. That automatic step is still in development.
How your customer fills it in
In the customer portal the questionnaire is under Wacht op u (waiting for you). One question per screen, with tips for good photos. Your customer takes the photo of the meter cupboard with their phone.
No time? Answering later is fine. Fikst sends reminders.
Prepared from the request
The office invites the customer to the portal from the lead. The questionnaire belongs to the type of work of the request, so a heat pump gets different questions than an air conditioner. In the same window you book the survey right away.
After submission
When your customer submits the list, the office gets a task. Your adviser sees the answers in the survey app, per topic, ready to check.
see it in the app/
See how it works in fikst.
Real recordings from Noordkoel, our demo company with made-up customers. Press play to start; the spoken explanation is in Dutch. You can read the transcript below each recording.
The questionnaire before the survey
Gather the information for your site survey before you travel. Your customer completes the questionnaire at home and adds photos; submission creates a task for you.
Read the spoken text (Dutch)
Uw klant ziet in het portaal wat er wacht. Thuis vult uw klant de vragenlijst in, met tips voor foto's. Eén vraag per scherm, met een foto van de meterkast. Later beantwoorden kan ook, met herinneringen.
The site survey
Arrive prepared and record the property details on site. Your adviser uses the customer’s answers in the site survey app, confirming or correcting them during the visit.
Read the spoken text (Dutch)
Uw adviseur opent de schouw. De vragen staan per onderwerp klaar. Wat de klant opgaf, staat er al. U loopt het na en tikt op Alles klopt. Dan het volgende onderwerp. Bij de groepenkast staat wat de klant opgaf.
Related in fikst
Questions we often get.
All frequently asked questionsWhat if my customer does not know an answer?
They skip it or answer it later. Whatever stays open, your adviser fills in during the survey.
Can I change the questions?
Yes, you set up the questionnaire per type of work. The answers land in the survey next to the matching question.
Where does my customer find the questionnaire?
In your customer portal, in your own house style. That is also where the customer finds their quotes, appointments and documents.
Would you like to see the questionnaire in your own customer portal?
In a 30-minute introductory call we look at how you work and show you fikst live. With five people in the office you pay €250 a month excluding VAT, and your technicians cost nothing.