Table of Contents
This is an example of use of SaaSplications - every business is different and SaaSplications is extremely flexible
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
- 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 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
The 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).
View the calendar to decide a time / date that suits an inspector
The system can sync the calendar events with an inspector's Google Calendar
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
Reports may be paid by a different entity to the report owner that is to be shown on the report.
Inspector allowed Costs
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".
Payments to others (and related Discounts)
How much will the inspector/Franchise owner receive after a discount % or $ has been applied and fees added.
Franchise owners own an area, Inspectors may or may not own areas and may work across areas.
Hourly rate pricing
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
Inspections (Category) > Inspection (special type) used for hourly rate agreements
Fee (category) used for various fees (travel, per diem etc)
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