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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

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reports)

A project groups inspections reports together and allows invoicing across reports instead of invoicing per report.

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

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Projects can default information to an inspection (eg address)

Projects are multiple reports - they may be multiple of the same report type or different report types grouped together for payment.  An example is the multiple stages of building works.  Another example is hundreds of reports of a particular type to be done in lots of different places.

The inspectors are still paid per report (not per project).  Any report that is not to be completed can be cancelled after a customer invoice has been generated or an inspector has been paid and it will not affect these documents.  If the report is cancelled prior to creation of inspector payments or creation of customer project invoice then the report will NOT be included in the created invoice.

Setups

Setup on the service - hourly rates and callout fees

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