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Note

Inspections (Category) > Inspection (special type) used for hourly rate agreements

Fee (category) used for various fees (travel, per diem etc)


Projects (groups of inspections)

A project groups inspections together.

Emails can be sent from the project using Email Templates that cover progress, next steps, invoices, payment remittance etc.

Types of projects may invoice differently

  1. A standard discount may be held at the project level
  2. Invoiced at the job level - the project provides summary information of expected / actual across the jobs
  3. Invoiced at the project level - invoices calculated based on rules 
    1. Invoiced in Advance
    2. Invoiced in Arrears

Invoices can be created at any time for the project.

 

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