Table of Contents
Overview
Building inspections involve:
- 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
- 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)
- Optionally - a project - if part of a larger project of multiple inspections
- Related Inpsection (if the inspection has been sold again)
- A lead source for reporting purposes
- Strata Inspections - if part of an overall strata agreement.
Booking an inspection
Pricing can be manually updated
Lead Source Options
Method of lead capture
lead sources
Social media options
Related professional options
Known Organisations / key accounts
Report owner details printing on report
Inspector allowed Costs
Inspector limits on claimed amounts
Additional known Fees can be added to the report
Payments to others (and related Discounts)
How much will the inspector/Franchise owner receive after a discount % or $ has been applied and fees added.
Hourly rate pricing
note anywhere a time is required to be entered.
Setups
Setup on the service - hourly rates and callout fees
Inspections (Category) > Inspection (special type) used for hourly rate agreements
Fee (category) used for various fees (travel, per diem etc)
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