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- A client - the person who is paying for the inspection
- A report owner and their contact details
- reports may be resold and require a report owner for who paid for the report
- An address where the inspection is being done
- Pricing
- Some information about the property for pricing (eg number of bedrooms etc)
- If hourly rate - the rates for 1st hour, second hour and expected duration
- Fees to be applied in addition to the inspection fee
- A date and time for the inspection
- Linked inspection report template - copied from the template when made active
- An inspector
- Related fees for inspector
- Related fees for franchisor / Area Franchise owner
- People with roles for the inspection (eg site manager etc) and their contact details
- Optionally - a project - if part of a larger project of multiple inspections
- Related Inpsection Inspection (eg:if the inspection has been sold again)
- A lead source for reporting purposes
- Strata Inspections - if part of an overall strata agreement
Customers can be
- 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.
Booking an inspection
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Pricing can be manually updatedThe inspection Fee is calculated based on the normal fee and application of any discounts. Alternatively = type the final fee and the system will calculate the discounts used from standard. Add additional charges as required. |
Choosing the Inspector
The list of available inspectors considers the Area of the inspection (Inspectors have areas that they cover) and the inspectors availability (avoiding clashes / time available).
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Inspector limits on claimed amounts can be set in advance. These may be compared with a claim, or simply added to the inspector RCTI.
Additional expected Fees can be added to the report. Define Fees as service of type "Fee".
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