on site/
The survey app that is already half filled in.
Your adviser is at the door and already knows what the customer filled in at home. Per topic. What is right, you tick off. What is not, you correct.
Prepared before you go
The questionnaire the customer completed in the customer portal ends up in the survey. House type, floors, gas use, the fuse box. Every answer shows that it came from the customer.
You go through it topic by topic. All correct? Tap Alles klopt (all correct) and move on to the next topic.
Recording on site
You take photos in the app and can draw on them, to mark where the outdoor unit goes, for example. No need to type, you can dictate. Public data such as the year of construction and the energy label is fetched by fikst itself.
On to the calculation and the quote
The survey belongs to the same customer file as the heat-loss calculation. Year of construction and house type from the survey are ready to adopt in the calculation, with the survey date next to them. Then the quote, based on what you saw on site.
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 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.
From the site survey to the calculation
The site survey and the heat-loss calculation belong to the same customer file. Year of construction and house type from the survey are ready to adopt in the calculation, with the survey date next to them.
Read the spoken text (Dutch)
Bij Femke van Dijk is de schouw afgerond. In het schouwformulier staat per onderwerp wat er is vastgelegd. Vanuit het klantdossier opent u de warmteverliesberekening. Bouwjaar en woningtype uit de schouw staan daar al klaar.
Related in fikst
Questions we often get.
All frequently asked questionsDoes the customer have to fill in the questionnaire first?
No. Without a questionnaire you simply fill in the survey yourself. With it you finish sooner, because many answers are already there.
Can I decide the survey questions myself?
Yes. You set up the topics and questions for the survey in fikst, so they fit your work, whether that is heat pumps or air conditioning.
Does the office see the photos?
Yes, the survey with its photos stays in the customer file. The office has them at hand for the calculation and the quote.
Would you like to see the survey app with your own questions?
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.