...
- Invoiced in advance
- Invoiced in arrears - eg known customers
- Invoiced for a number of inspections at once on one invoice - eg project milestone or date, strata inspections etc.
A report can be resold to a different client
Inspection Status Lifecycle
...
note anywhere a time is required to be entered the data can be entered in multiple ways.
Setups
Setup on the service - hourly rates and callout fees
| Note |
|---|
Inspections (Category) > Inspection (special type) used for hourly rate agreements Fee (category) used for various fees (travel, per diem etc) |
Warrantee Inspection
When an inspection is challenged and might need to be repeated
Reselling a Report
Can resell a report to another customer. Common with pre-purchase inspections.
- Enter client details
- Update Lead Source (will default to "Other")
- Send client Agreement
- Collect payment then send report
| Note |
|---|
The Inspection details will not copy from the original inspection - it will simply reference and use the original job for the report creation. |
Projects (groups of inspections)
A project groups inspections together and allows invoicing across reports.
Emails can be sent from the project using Email Templates that cover progress, next steps, invoices, payment remittance etc.
...
- A standard discount may be held at the project level
- Projects are Invoiced at the project level - invoices are calculated based on rules
- Invoiced in Advance
- Invoiced in Arrears
...
Projects can default information to an inspection (eg address)
Setups
Setup on the service - hourly rates and callout fees
| Note |
|---|
Inspections (Category) > Inspection (special type) used for hourly rate agreements Fee (category) used for various fees (travel, per diem etc) |
| Info |
|---|
Related articles
...