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- 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
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The system can sync the calendar events with an inspector's Google Calendar |
Lead Source Options
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See configurations at end of page |
Method of lead capture
lead sources
Social media options
Related professional options
Known Organisations / key accounts
Report owner details printing on report
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Franchise owners own an area, Inspectors may or may not own areas and may work across areas.
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The Inspector fee here is calculated incGST. If an inspector is not GST registered then they will NOT receive the incGST amount - their RCTI all all information they can see will show the exGST % that they will receive. see 5. Franchise Payments - Professional Reports Franchise#5.FranchisePayments-ProfessionalReportsFranchise-FranchiseecommissionspaymentstoexternalContractInspectors |
Hourly rate pricing
Hourly rate jobs may have additional charges added as time goes on - normally they are only hourly rate because the work cannot be clearly defined. Because of this it is common to invoice them multiple times as work progresses.
After a job is passed plan status an additional invoice of new charges can be created.
Entering time
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
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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
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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 togetherreports 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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- 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
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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
| Note |
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Inspections (Category) > Inspection (special type) used for hourly rate agreements Fee (category) used for various fees (travel, per diem etc) |
Lookups:
Contact Roles
Word of mouth options
Web search options
Social media blogs
Social media list
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