A woman compares a site ledger with building drawings beside a calculator and measuring wheel.

For quantity surveyors

Client records for quantity surveyors

Keep quantity surveyor contacts, booking history and everyday business notes together, ready before the next piece of work.

Start 30-day free trial See how it works

Know the contact before work begins

Know the contact and the work before you begin.

Quantity surveying work follows drawings, quantities and later variations, so each cost discussion should reference the right project version.

An ordinary business record answers practical questions: whom to contact, where the work was booked and what follow up is due. If your work needs specialist case notes, keep them in the appropriate system rather than treating ordinary booking notes as a substitute.

A hard-hatted man writes on plans spread across a table at a building site.
Offlico client contact and address details shown on a phone

Offlico in practice

A clearer view of the next step.

Find the next booking alongside the contact and previous ordinary business notes.

Agree the next valuation or variation meeting and follow up on fees, with detailed cost schedules held in project records.

The next piece of work is easier to prepare for when the previous ordinary booking and next business action are visible. Check whether the contact, location or agreed time has changed before you start.

Explore the full workflow

How it works

From contact to useful business history

A practical way to manage the business side of quantity surveyor work.

01

One contact profile

Keep the right contact, address and ordinary business details together.

02

See the booking history

Find previous quantity surveyor jobs and the next booking without searching across messages.

03

Finish the admin

Agree the next valuation or variation meeting and follow up on fees, with detailed cost schedules held in project records.

What changes

Remember the person, not just the slot.

Bring the contact and previous quantity surveyor bookings back into view before the next piece of work, while specialist records stay in the systems your profession requires.

Start 30-day free trial

Correct contact and address

Previous ordinary business bookings

Useful logistics and notes

Invoice and payment status

Where specialist tools still matter

Offlico does not replace CAD, survey instruments, formal reports, valuations or professional certification.

Explore the details

Find the part you need

Quantity surveyor overview Admin overload Managing enquiries Online booking Appointment reminders Business management software

Frequently asked questions

A few things worth knowing

Can Offlico replace every tool I use for quantity surveyor work?

Offlico does not replace CAD, survey instruments, formal reports, valuations or professional certification.

What belongs in an ordinary business record?

Keep the contact, address, booking history, useful logistics and payment follow up together. If your work requires specialist case notes, keep those in the appropriate system.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for quantity surveyor work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial