The Fees tab shows all Fees relevant to the Builder. Add New To add new fees, use the drop-down menu to select the Service Fee Type. New Service Fee Types can be created and managed in Lookups > Service Fee Types. Select the name from the drop-down menu. Once these…
Click on the Trading Name of the relevant builder. This will open up on the Builder’s Detail page. Details Change or add any details if needed, all fields with the * symbol are required to complete the details. Use the Save button to save any new changes to the Builder…
This is where the list of Council contacts are. Search To search through the Councils, use the text fields Council Name to filter the search. Use the Clear button to remove any filters on the search. Add New Use the Add New button to create a new Council. This will…
Use the Add New button to create a new Customer. This will open a page where all the customer details are to be filled out, all fields with the * symbol are required. Use the Find Address text field to automatically fill in the address, start typing the address and…
This is the list of Customers. Search To search through the Customers use the text fields Name, Email and Mobile to add filters to the search. Use the Clear button to remove any filters on the search.
To add a new Certifier click on the Add New button. Fill out all of the fields, all of the fields with the * symbol are required. Once complete click on the Save button to save the new Certifier, or use the Close button to exit out of the creation.
This is where all the Certifiers are listed and searchable. Search Use the Name text field to search for specific Certifiers. Use the Clear button to erase the search filters. Edit Edit existing Certifier by clicking on the Certifier Name. This will open a page similar to the Add New…
To add a new Builder, click on the Add New button. This will open a page to fill in the details of the Builder. All text fields with the * symbol are mandatory before the new Builder can be saved. Use the Find Address text field to automatically fill in…
This is a list of builders and their details. Search Use the text fields to search for builders, these filters are Name, Email and Number. Use the Clear button to erase the filters on the search.
On the Calendar, you can see upcoming Inspection Runs and Appointments Search You can change the shown Inspections by BA Number, Certifier, Client, Inspection Type or Date. You can also show if it is an Appointment or Project Inspection. The Display can be changed from a Monthly View…