Turn completed inspections into invoices, payments and profit visibility

Pricing varies by job

Different property types, sizes, report types and clients often need different rates.

Contractor fees are hard to calculate

Clerk payments, percentages, fixed fees and expenses can quickly become complex.

Invoicing takes too long

Manual invoices and client-specific billing cycles create avoidable admin.

Payment collection is disconnected

Chasing payment separately from the report workflow slows down cash flow.

Margins are unclear

Without connected costs and revenue, it is harder to see profit per job.

Price jobs accurately

Create pricelists based on job type, property type, size, bedrooms and client rates.

Calculate fees automatically

Link jobs to clerk and contractor fee rules using percentages or fixed prices.

Track margin per job

See revenue, costs, expenses and profit more clearly.

Invoice your way

Create invoices per job or batch them weekly or monthly by client.

Take online payments

Open a payment wallet so clients can pay invoices by card online.

Connect to accounting

Sync or export financial records through accounting integrations and Zapier.

Set up custom pricelists for every type of work

Build flexible pricing rules so jobs can be priced accurately from the start.

Job Type Pricing

Set different rates for inventories, check-ins, check-outs, midterms and specialist reports.

Property Type Pricing

Price work differently for flats, houses, HMOs, shared accommodation or other types.

Size-Based Pricing

Adjust pricing by property size, number of bedrooms or similar criteria.

Client-Specific Rates

Override standard pricing at client level for contracted rates or negotiated terms.

Manual Overrides

Adjust pricing on individual jobs when required.

Multi-Client Pricelists

Maintain different pricelists for different clients, branches or service lines.

Calculate clerk and contractor fees automatically

Link pricelists to clerk and contractor payment rules so fees can be calculated as work is completed.

Percentage-Based Fees

Calculate clerk or contractor payments as a percentage of the job value.

Fixed Fee Rules

Set fixed rates per clerk, contractor, job type or report type.

Client or Job-Specific Rules

Apply different payment logic depending on the client, job or contract.

Expenses

Record clerk expenses against jobs for clearer cost visibility.

Contractor Cost Tracking

Understand the cost of completing each inspection.

Fee Visibility

See estimated or actual clerk fees before invoicing or reporting.

Job-Level Margin

View profit and margin per completed job.

Client Profitability

Understand which clients, contracts or report types are most profitable.

Contractor Cost Visibility

See how clerk and supplier costs affect profitability.

Expense Tracking

Include expenses when reviewing job performance.

Operational Insight

Use financial performance to improve pricing, resourcing and client terms.

Let clients pay invoices online

Open a payment wallet to receive funds directly from clients and invoices. Clients can pay by card online, with funds deposited directly to your bank account within 3–5 business days.

Payment Wallet

Set up a wallet to receive online payments.

Card Payments

Allow clients to pay invoices securely online.

Invoice Payment Links

Send payment links alongside invoices.

Faster Collection

Reduce manual chasing and make payment easier for clients.

Bank Deposits

Receive funds directly to your bank account within 3–5 business days.

Payment Status

Track whether invoices are paid, pending or outstanding.

Use your wallet for Workstreams supplier protection

For Workstreams jobs, your wallet can support payment protection when you bid on work as a supplier, helping create a clearer payment flow between completed work and funds received.

Supplier Payment Visibility

See payment status for Workstreams jobs.

Connected to Completed Work

Keep payment activity linked to the inspection and report workflow.

Clearer Supplier Workflow

Support more confidence when bidding for and completing outsourced jobs.

Wallet-Based Payments

Use your wallet as part of the Workstreams payment flow.

Per-Job Invoicing

Invoice each inspection or report individually.

Weekly Batching

Combine completed jobs into weekly invoices.

Monthly Batching

Create monthly invoices for retained or high-volume clients.

Client-Specific Billing Rules

Set different invoicing preferences for different clients.

Invoice Review

Check jobs, charges and costs before sending.

Invoice History

Keep a clear record of what was billed and when.

Sync invoices and financial records with Xero.

Connect invoicing workflows with QuickBooks.

Support accounting workflows through ClearBooks.

Automate financial workflows with thousands of connected apps.

Revenue Reporting

View revenue by job, client, report type or time period.

Margin Reporting

Analyse costs, fees, expenses and margin.

Client Performance

Understand which clients generate the most revenue and profit.

Clerk / Contractor Performance

Review job volume, costs and performance by clerk or contractor.

Export Financial Records

Export records for finance review, accounting or reporting.

Operational Dashboards

Use financial data alongside inspection and report performance.

Create the job

Select report type, property and client.

Apply pricing

Use pricelists, property details and client-specific rates.

Assign the work

Allocate the job to a clerk, contractor or provider.

Calculate fees

Apply fixed or percentage-based clerk and contractor fees.

Complete the report

Capture evidence and deliver the final report.

Create the invoice

Invoice per job or batch by client.

Take payment

Clients pay online by card through the payment wallet.

Analyse performance

Review revenue, costs, margin and exports in Analytics.