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1. Selling and Scheduling a Professional Report - example building inspections
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.
A report can be resold to a different client
Inspection Status Lifecycle
Note that different companies have very different lifecycles
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.
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.
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
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 reports)
A project groups 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.
Types of projects may invoice differently
- 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
Invoices can be created at any time for the project.
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
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
Related articles
For information about SaaSplications go to http://saasplications.com.au