1303 lines
26 KiB
Plaintext
1303 lines
26 KiB
Plaintext
Pre-Purchase
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Pre-Purchase Inspection Pricing
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Base Inspection
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Building-only inspection
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* Up to 2 combined bedrooms & bathrooms
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* One level (apartments are considered one level)
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Price: $400
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Additional Charges
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Item
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Price
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Each additional bedroom
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$50
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Each additional bathroom
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$50
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Each additional level
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$100
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Basement
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$150
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Granny flat
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$350
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Optional Add-Ons
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Add-On
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Price
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Pest inspection
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$150
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Drug residue testing
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$150
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Thermal imaging & moisture meter
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$150
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Roof inspection using drone
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$250
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1–2 minute walk-through video
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$50
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Same-day inspection (subject to availability)
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$180
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Saturday inspection (subject to availability)
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$150
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Sunday inspection (subject to availability)
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$300
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Booking questions (skipping the questions we ask on quote )
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1. Contact person 1 (first name / lastname / email /mobile)
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2. Contact person 2 (first name / lastname / email /mobile)
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3. Property address (Including Lot number)
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4. Agent details (first name / lastname / email /mobile)
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5. ATTACH engineer drawing (if available)
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6. ATTACH floor plans (if available)
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7. ATTACH roof truss layout (if available)
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8. Control joint layout (if available)
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9. ATTACH proof of payment
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10. Who will provide access? (Agent / vendor / tenant)
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11. Tentative Time
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12. Any comment or special needs
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Pre-Sales
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Pre-Sales Inspection Pricing
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Base Inspection
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Building-only inspection
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* Up to 2 combined bedrooms & bathrooms
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* One level (apartments are considered one level)
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Price: $400
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Additional Charges
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Item
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Price
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Each additional bedroom
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$50
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Each additional bathroom
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$50
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Each additional level
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$100
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Basement
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$150
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Granny flat
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$350
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Optional Add-Ons
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Add-On
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Price
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Pest inspection
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$150
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Drug residue testing
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$150
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Thermal imaging & moisture meter
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$150
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Roof inspection using drone
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$250
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1–2 minute walk-through video
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$50
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Same-day inspection (subject to availability)
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$180
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Saturday inspection (subject to availability)
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$150
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Sunday inspection (subject to availability)
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$300
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Apartment Pre-Settlement
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Apartment Pre-settlement Inspection Pricing
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Base Inspection
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Building-only inspection
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* Up to 2 combined bedrooms & bathrooms
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* One level (apartments are considered one level)
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Price: $400
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Additional Charges
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Item
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Price
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Each additional bedroom
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$50
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Each additional bathroom
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$50
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Optional Add-Ons
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Add-On
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Price
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Pest inspection
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$150
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Thermal imaging & moisture meter
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$150
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Roof inspection using drone
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$250
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1–2 minute walk-through video
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$50
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Same-day inspection (subject to availability)
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$180
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Saturday inspection (subject to availability)
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$150
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Sunday inspection (subject to availability)
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$300
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https://forms.monday.com/forms/06952a0406c7c96d7eff4d15f8019a66?r=use1
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Booking questions
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1. Contact person 1 (first name / lastname / email /mobile)
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2. Contact person 2 (first name / lastname / email /mobile)
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3. Property address (Including Lot number)
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4. Agent details (first name / lastname / email /mobile)
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5. ATTACH engineer drawing (if available)
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6. ATTACH floor plans (if available)
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7. ATTACH roof truss layout (if available)
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8. Control joint layout (if available)
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9. ATTACH proof of payment
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10. Who will provide access? (Agent / vendor / tenant)
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11. Tentative Time
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12. Any comment or special needs
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Pre-Handover inspection
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Pre-Handover Inspection
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pre hand over if apartment > apartment pre settlement
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if house > construction PCI
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https://forms.monday.com/forms/d5ea6163a6459424c4b62c00b57e7b24?r=use1
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important note
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The rate sheet engine calculates a base price, but we add pricing based on location, property value and area value https://docs.google.com/spreadsheets/d/14LKewVfaGeIrhE4wCqESCOS89xSONS3z32JVWwfVL0s/edit?gid=0#gid=0
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We have given each property a mark from 1 to 10 And for each mark we add some %% to the price Ratesheet engine should use this sheet or we add it to dashboard We need to talk to Hossein Nazari about it
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Dilapidation
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Pre-Purchase Inspection Pricing
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Base Inspection
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Building-only inspection
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||
* Up to 2 combined bedrooms & bathrooms
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||
|
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* One level (apartments are considered one level)
|
||
|
||
Price: $400
|
||
|
||
|
||
Item
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||
Price
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||
Each additional bedroom
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$50
|
||
Each additional bathroom
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$50
|
||
Each additional level
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$100
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Basement
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$150
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Granny flat
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$350
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Swimming pool
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$100
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Optional Add-Ons (Per Property)
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Add-On
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Price
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Owner Inspections arranging access to neighbouring properties
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$50
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Roof inspection using drone
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$250
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1–2 minute walk-through video
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$50
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Same-day inspection (subject to availability)
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$180
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Saturday inspection (subject to availability)
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$150
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Sunday inspection (subject to availability)
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$300
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https://forms.monday.com/forms/0989e5030dc2bb690877d39a28dd2b85?r=use1
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Booking questions (skipping the questions we ask on quote )
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||
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||
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1. Client 2 name (if available)
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2. Client 2 last name (if available)
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3. Client 2 mobile number (if available)
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4. Client 2 email (if available)
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5. Property 1 address (Including Lot number)
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6. State
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7. How many storeys?
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8. Number of bedrooms and bathrooms
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9. Building size Inc. Garage (sq)
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10. Property 2(Neighbour) address (Including Lot number) (if Requested)
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11. How many storeys?
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12. Building size Inc. Garage (sq)
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13. Number of bedrooms and bathrooms
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14. Choose your package discount
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15. If they request OI to arrange everything with the neighbours:
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16. Neighbour Name
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17. Neighbour Number
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18. Neighbour Email
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19. What type of construction or works are taking place?
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☐ Excavation
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☐ Demolition
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☐ New Building/Extension
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☐ Roadworks / Infrastructure
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☐ Other
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20. Where are the works located in relation to the property?
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☐ Adjoining property
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☐ Same property (before works start)
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☐ Council/utility works nearby
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☐ Other
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21. What is the report required for?
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☐ Baseline record before construction starts
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☐ Post-construction comparison
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☐ Council/authority requirement
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☐ Dispute resolution
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☐ Other
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22. 23. ATTACH engineer drawing (if available)
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24. ATTACH floor plans (if available)
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25. ATTACH roof truss layout (if available)
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26. Control joint layout (if available)
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||
27. Any comment or special needs:
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||
28. Column for accepting the quote
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||
29. ATTACH proof of payment
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||
30. Tentative Time
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||
drug resistance
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||
Pre-Purchase Inspection Pricing
|
||
Base Inspection
|
||
Building-only inspection
|
||
* Up to 2 combined bedrooms & bathrooms
|
||
|
||
Price: $400
|
||
Additional Charges
|
||
|
||
|
||
Item
|
||
Price
|
||
Each additional bedroom
|
||
$50
|
||
|
||
|
||
|
||
|
||
|
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New Construction stages
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New Construction Stages Inspection Pricing
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Base Property Type
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Single-storey dwelling
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* Up to 25 squares
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* Prices below are per inspection stage
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Inspection Stages & Pricing
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Inspection Stage
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Price
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Bored Piers / Screw Piles
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$490
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Slab Pre-Pour
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$490
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Frame Inspection
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$490
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Lock-Up (Pre-Plaster)
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$490
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Fixing (including Waterproofing)
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$490
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Completion (PCI / Pre-Handover)
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$590
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Maintenance Stage
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$590
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Additional Charges (Per Stage)
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Condition
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Additional Cost
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Each additional level
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* $50
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Every extra 0–5 squares
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* $50
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Properties larger than 70 squares
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Custom quote required
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||
Granny flat
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* $300
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||
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||
|
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Optional Add-Ons
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||
|
||
|
||
|
||
|
||
Add-On
|
||
Price
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||
Availability
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||
Thermal imaging & moisture meter
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||
$150
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PCI stage only
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||
Roof inspection using drone
|
||
$250
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||
PCI stage only
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2–3 minute walk-through video
|
||
$50
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||
Any stage
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Same-day inspection
|
||
$180
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||
Subject to availability
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||
Saturday inspection
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$150
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||
Subject to availability
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Sunday inspection
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||
$300
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Subject to availability
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||
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Offers: N/A
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All stages with full payment in advanced:
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* 150 $ off
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* $50 reinspection credit per stage
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Free 1-2 min video on per stage
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FREE Thermal Camera at PCI
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50 % off Drone at PCI
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All stages with $500 deposit (credited to final inspection)
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* - FREE 1-minute video each stage
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Online booking within 1 hour: $50 off
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Refund policy:
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Non Refundable
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||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
https://forms.monday.com/forms/f36ab6c89a7db39ced2c71c8739fb047?r=use1
|
||
|
||
|
||
|
||
|
||
|
||
|
||
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Booking questions (skipping the questions we ask on quote )
|
||
|
||
|
||
1. Client 2 name (if available)
|
||
2. Client 2 last name (if available)
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||
3. Client 2 mobile number (if available)
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||
4. Client 2 email (if available)
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||
5. Property address (Including Lot number)
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||
6. State
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7. How many storeys?
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||
8. Building size Inc. Garage (sq)
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9. Stage Inspection:
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* Bored Piers (If Applicable)
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* Slab Pre-Pour
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* Fixing (and Waterproofing)
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* Frame
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* Lock-up (Before Plaster)
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* Completion (PCI)
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* Maintenance
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10. Choose your package discount
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||
11. Site Supervisor name (If known)
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||
12. Site Supervisor Number
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||
13. Site Supervisor Email
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||
14. Builder admin name
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||
15. Builder admin number
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||
16. Builder admin email
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||
17. ATTACH engineer drawing (if available)
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||
18. ATTACH floor plans (if available)
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||
19. ATTACH roof truss layout (if available)
|
||
20. Control joint layout (if available)
|
||
21. Construction tentatively commences within:
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||
22. Any comment or special needs:
|
||
23. Column for accepting the quote
|
||
24. ATTACH proof of payment
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||
maintenance
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||
New Construction Stages Inspection Pricing
|
||
Base Property Type
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||
Single-storey dwelling
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||
* Up to 25 squares
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||
|
||
Price: $590
|
||
Additional Charges (Per Stage)
|
||
|
||
|
||
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||
|
||
Condition
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||
Additional Cost
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||
Each additional level
|
||
* $50
|
||
Every extra 0–5 squares
|
||
* $50
|
||
Properties larger than 70 squares
|
||
Custom quote required
|
||
Granny flat
|
||
* $300
|
||
|
||
|
||
Optional Add-Ons
|
||
|
||
|
||
|
||
|
||
Add-On
|
||
Price
|
||
Availability
|
||
Thermal imaging & moisture meter
|
||
$150
|
||
PCI stage only
|
||
Roof inspection using drone
|
||
$250
|
||
PCI stage only
|
||
2–3 minute walk-through video
|
||
$50
|
||
Any stage
|
||
Same-day inspection
|
||
$180
|
||
Subject to availability
|
||
Saturday inspection
|
||
$150
|
||
Subject to availability
|
||
Sunday inspection
|
||
$300
|
||
Subject to availability
|
||
|
||
|
||
Offers: N/A
|
||
All stages with full payment in advanced:
|
||
* 150 $ off
|
||
* $50 reinspection credit per stage
|
||
Free 1-2 min video on per stage
|
||
FREE Thermal Camera at PCI
|
||
50 % off Drone at PCI
|
||
All stages with $500 deposit (credited to final inspection)
|
||
* - FREE 1-minute video each stage
|
||
Online booking within 1 hour: $50 off
|
||
|
||
|
||
Refund policy:
|
||
Non Refundable
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
https://forms.monday.com/forms/f36ab6c89a7db39ced2c71c8739fb047?r=use1
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
Booking questions (skipping the questions we ask on quote )
|
||
|
||
|
||
1. Client 2 name (if available)
|
||
2. Client 2 last name (if available)
|
||
3. Client 2 mobile number (if available)
|
||
4. Client 2 email (if available)
|
||
5. Property address (Including Lot number)
|
||
6. State
|
||
7. How many storeys?
|
||
8. Building size Inc. Garage (sq)
|
||
9. Stage Inspection:
|
||
* Bored Piers (If Applicable)
|
||
* Slab Pre-Pour
|
||
* Fixing (and Waterproofing)
|
||
* Frame
|
||
* Lock-up (Before Plaster)
|
||
* Completion (PCI)
|
||
* Maintenance
|
||
10. Choose your package discount
|
||
11. Site Supervisor name (If known)
|
||
12. Site Supervisor Number
|
||
13. Site Supervisor Email
|
||
14. Builder admin name
|
||
15. Builder admin number
|
||
16. Builder admin email
|
||
17. ATTACH engineer drawing (if available)
|
||
18. ATTACH floor plans (if available)
|
||
19. ATTACH roof truss layout (if available)
|
||
20. Control joint layout (if available)
|
||
21. Construction tentatively commences within:
|
||
22. Any comment or special needs:
|
||
23. Column for accepting the quote
|
||
24. ATTACH proof of payment
|
||
|
||
|
||
Insurance Report
|
||
InsuranceInspection Pricing
|
||
|
||
|
||
|
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|
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Stage
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||
Item
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Price
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||
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1
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Document review & site inspection
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$1,500
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Fixed price
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2
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Detailed report preparation
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||
$1,500
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+ $1,000 Each additional $100,000 of loss
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3
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Cost estimate preparation
|
||
$1,500
|
||
+ $1,000 Each additional $100,000 of loss
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||
|
||
|
||
|
||
|
||
Optional Add-Ons
|
||
|
||
|
||
Add-On
|
||
Price
|
||
Thermal imaging & moisture meter
|
||
$150
|
||
Roof inspection using drone
|
||
$250
|
||
Same-day inspection
|
||
$180 (subject to availability)
|
||
Saturday inspection
|
||
$150 (subject to availability)
|
||
Sunday inspection
|
||
$300 (subject to availability)
|
||
|
||
|
||
|
||
|
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|
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|
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||
|
||
|
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|
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|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
https://forms.monday.com/forms/cbe78bb1c2735c19f63f4a92f203b933?r=use1
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
Booking questions (skipping the questions we ask on quote )
|
||
|
||
|
||
1. Property Address
|
||
2. Is it house/apartment/ townhouse/ commercial
|
||
3. Policy holder/tenant/builder/insurance company representative
|
||
4. Approx. age of property
|
||
5. Is the property occupied or vacant
|
||
6. Name of insurance company
|
||
7. Claim number (if available)
|
||
8. Type of insurance claim:
|
||
* Storm
|
||
* Hail
|
||
* flood/water damage
|
||
* Fire
|
||
* Structural defect
|
||
* subsidence/movement
|
||
|
||
|
||
9. Has the claim already been lodged?
|
||
10. Has the insurer already sent an assessor/builder?
|
||
11. Are there specific issues the insurer has asked to be investigated?
|
||
12. Main Issue
|
||
13. Areas of damage (roof/ceiling/walls/floors/windows or doors/external areas/others)
|
||
14. Photos/videos (if available)
|
||
15. Has any other professional (builder/plumber/engineer/assessor) provided a report?
|
||
16. If yes, provide copies
|
||
Defects Investigation Report
|
||
Defect Investigation Inspection Pricing
|
||
|
||
|
||
|
||
|
||
Stage
|
||
Item
|
||
Price
|
||
1
|
||
Document review & site inspection
|
||
$1,500
|
||
2
|
||
Detailed report preparation
|
||
$1,500
|
||
|
||
|
||
|
||
|
||
Optional Add-Ons
|
||
|
||
|
||
Add-On
|
||
Price
|
||
Thermal imaging & moisture meter
|
||
$150
|
||
Roof inspection using drone
|
||
$250
|
||
Same-day inspection
|
||
$180 (subject to availability)
|
||
Saturday inspection
|
||
$150 (subject to availability)
|
||
Sunday inspection
|
||
$300 (subject to availability)
|
||
|
||
|
||
|
||
|
||
|
||
|
||
Defect investigation has 2 stages
|
||
If only stage umber is added in request payload add it to the quote_price
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
https://forms.monday.com/forms/045ab4c86451914e6aac905e91b5e489?r=use1
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
Booking questions (skipping the questions we ask on quote )
|
||
|
||
|
||
1. Property owner / tenant / builder / strata or body corporate / solicitor
|
||
2. Property Address
|
||
3. Is it house / apartment / townhouse / commercial
|
||
4. Approx. age of the property
|
||
5. Is the property occupied or vacant
|
||
6. Brief declaration of main issue
|
||
7. Affected Areas (roof / ceiling / walls / floors / windows or doors / external areas / plumbing / electrical / others)
|
||
8. Photos / videos (if available)
|
||
9. The Problem/concern (cracking, leaks, movement, water ingress, uneven floors)
|
||
Expert Witness Report
|
||
Expert Witness Inspection Pricing
|
||
|
||
|
||
|
||
|
||
Stage
|
||
Item
|
||
Price
|
||
|
||
|
||
1
|
||
Document review & site inspection
|
||
$2450
|
||
up to 7 hours
|
||
2
|
||
Detailed report preparation
|
||
$350
|
||
For each extra hours (min 7 hours)
|
||
3
|
||
Cost estimate preparation (scott schedule)
|
||
$350
|
||
For each extra hours (min 7 hours)
|
||
|
||
|
||
|
||
|
||
Optional Add-Ons
|
||
|
||
|
||
Add-On
|
||
Price
|
||
Thermal imaging & moisture meter
|
||
$150
|
||
Roof inspection using drone
|
||
$250
|
||
Same-day inspection
|
||
$180 (subject to availability)
|
||
Saturday inspection
|
||
$150 (subject to availability)
|
||
Sunday inspection
|
||
$300 (subject to availability)
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
Booking questions (skipping the questions we ask on quote )
|
||
|
||
|
||
1. Property Address
|
||
2. Is it house/apartment/ townhouse/ commercial
|
||
3. Property owner/tenant/builder/solicitor
|
||
4. Are you currently represented by a solicitor?
|
||
5. If yes:
|
||
* Solicitor name
|
||
* Solicitor number
|
||
* Solicitor email address
|
||
6. Age of the property
|
||
7. Is the property occupied or vacant
|
||
8. The Main issue (brief description)
|
||
9. Who is the dispute with? (builder, contractor, developer, strata, insurer)
|
||
10. Is this matter currently in:
|
||
* NCAT/VCAT/QCAT/Other Tribunal
|
||
* Court
|
||
* Mediation/Pre-trial
|
||
* Not yet lodged
|
||
11. Is there a deadline for submission of the report
|
||
12. Has anyone previously inspected or reported on this matter?
|
||
13. If yes: provide details
|
||
* Builder report
|
||
* Engineer’s report
|
||
* Insurer’s assessment
|
||
|
||
|
||
14. What do you require from the Expert Witness Report?
|
||
* Independent expert opinion on defects
|
||
* Assessment of builder’s workmanship against standards
|
||
* Cost-to-rectify estimate
|
||
* Response to another party’s report
|
||
* Other
|
||
15. Photos/videos (if available)
|
||
16. Report purpose:
|
||
* Builder/contractor dispute
|
||
* Insurance/strata claim
|
||
* Legal purposes
|
||
Condition report
|
||
|
||
|
||
Renovation / Alteration
|
||
|
||
|
||
strata building bond
|
||
|
||
|
||
137B
|
||
|
||
|
||
brain storming
|
||
Future inspections
|
||
Rental Property Condition Report (Entry / Exit)
|
||
condition report
|
||
addin pre sales inspection
|
||
what is building inspection
|
||
handover inspecton
|
||
asbestos report
|
||
mintnance report
|
||
home renovation
|
||
https://www.consumer.vic.gov.au/housing/buying-and-selling-property/buying-property/inspect-properties-before-you-buy
|
||
what do u think of https://inspectioncentral.com.au/
|
||
1. submit the quote (i need consultant before buying)
|
||
2. needs quote
|
||
• 3. pays online
|
||
|
||
|
||
User Flow
|
||
|
||
|
||
Service & Sales Model
|
||
1. Service Classification
|
||
A. By Sales Method
|
||
* Type X – Instant Price (Self-Serve)
|
||
* Price is calculated automatically
|
||
* Customer can accept quote and pay online
|
||
* Type Y – Sales-Assisted
|
||
* Requires consultation (phone or online meeting)
|
||
* Price may be discussed or negotiated with sales
|
||
* No instant payment before consultation
|
||
________________
|
||
|
||
|
||
B. By Staging
|
||
* Non-Staged Services
|
||
* Single delivery
|
||
* Staged Services
|
||
* Multiple stages (e.g. construction stages)
|
||
* Customer may:
|
||
* Buy one stage
|
||
* Buy multiple stages at once
|
||
* Buy one stage now and return later for additional stages
|
||
Each stage must be independently quotable, invoiceable, and payable.
|
||
________________
|
||
|
||
|
||
End-to-End Customer & System Flow
|
||
________________
|
||
|
||
|
||
STEP 1 — Lead Capture & Quote Creation
|
||
Customer Flow
|
||
Customer fills the form and submits:
|
||
Form Fields
|
||
* First name
|
||
* Last name
|
||
* Email
|
||
* Phone
|
||
* Property address
|
||
* Service type
|
||
Customer is redirected to a Thank You page.
|
||
________________
|
||
|
||
|
||
Backend Automation (Triggered on Submit)
|
||
1. Property Intelligence
|
||
* Call OpenAI API to extract:
|
||
* Property type
|
||
* Bedrooms / bathrooms / levels
|
||
* Special attributes (basement, granny flat, pool, etc.)
|
||
2. Pricing
|
||
* Send structured property + service data to Rate Sheet Engine
|
||
* Calculate base price + addons + stages (if applicable)
|
||
3. CRM Objects Created
|
||
* Contact (customer)
|
||
* Property
|
||
* Job (primary container)
|
||
* Quote (linked to job)
|
||
4. Associations
|
||
* Contact ↔ Property ↔ Job ↔ Quote
|
||
________________
|
||
|
||
|
||
Customer Communication Logic
|
||
If Service = Type X (Instant Price)
|
||
* Email sent:
|
||
* Quote summary
|
||
* “View Quote” button
|
||
* “Accept Quote & Pay” CTA
|
||
If Service = Type Y (Sales-Assisted)
|
||
* Email sent:
|
||
* Thank-you message
|
||
* One or more Calendly booking links
|
||
* No payment CTA at this stage
|
||
________________
|
||
|
||
|
||
Website Access Logic
|
||
* Customer can:
|
||
* Open quote via email or
|
||
* View quote on website
|
||
* Phone verification is mandatory before showing quote details
|
||
________________
|
||
|
||
|
||
STEP 1.1 — Sales Intervention (Optional)
|
||
Used for Type Y or renegotiated Type X services.
|
||
Sales Capabilities
|
||
* Modify quote price
|
||
* Add / remove addons
|
||
* Add or remove stages
|
||
* Generate Quote Revision (q1, q2, …)
|
||
* Email updated quote to customer
|
||
Only the latest active quote can be accepted.
|
||
________________
|
||
|
||
|
||
STEP 2 — Quote Acceptance → Invoice Creation
|
||
Customer Action
|
||
* Clicks “Accept Quote & Pay Now”
|
||
System Actions
|
||
1. Lock the accepted quote (read-only)
|
||
2. Generate an Invoice:
|
||
* Same structure as quote
|
||
* Unique invoice number
|
||
* Linked to job & quote
|
||
3. Show invoice to customer
|
||
4. Display “Pay Now” button
|
||
________________
|
||
|
||
|
||
STEP 3 — Payment Processing (Stripe)
|
||
Payment Flow
|
||
1. Customer clicks Pay Now
|
||
2. Redirect to Stripe Checkout
|
||
3. Stripe returns payment status via webhook
|
||
________________
|
||
|
||
|
||
Payment Handling Logic
|
||
* Record payment in system:
|
||
* Amount
|
||
* Method
|
||
* Stripe payment ID
|
||
* Detect payment type:
|
||
* Full payment
|
||
* Partial payment
|
||
* Update invoice status:
|
||
* Paid
|
||
* Partially Paid
|
||
________________
|
||
|
||
|
||
Customer View
|
||
* Payment receipt displayed
|
||
* Payment history visible in dashboard
|
||
________________
|
||
|
||
|
||
STEP 4 — Booking After Payment
|
||
Customer Action
|
||
* From receipt page:
|
||
* Click “Book Now”
|
||
* Redirected to booking form/page
|
||
________________
|
||
|
||
|
||
Booking Form Collects
|
||
* Preferred inspection date/time
|
||
* Access details
|
||
* Additional contacts
|
||
* Notes / special instructions
|
||
________________
|
||
|
||
|
||
System Actions
|
||
1. Attach booking data to job
|
||
2. Set job status → Booked
|
||
3. Show confirmation message:
|
||
“Your booking is received and pending confirmation.”
|
||
________________
|
||
|
||
|
||
Internal Sales / Ops Action
|
||
* Review booking
|
||
* Confirm availability
|
||
* Update job status → Booking Confirmed
|
||
* Send booking confirmation email to customer
|
||
________________
|
||
|
||
|
||
Job & Financial Status Model (Recommended)
|
||
Job Status
|
||
* New Lead
|
||
* Quoted
|
||
* Quote Revised
|
||
* Quote Accepted
|
||
* Invoiced
|
||
* Paid / Partially Paid
|
||
* Booked
|
||
* Booking Confirmed
|
||
* Completed
|
||
________________
|
||
|
||
|
||
Quote Status
|
||
* Draft
|
||
* Sent
|
||
* Revised
|
||
* Accepted
|
||
* Expired
|
||
________________
|
||
|
||
|
||
Invoice Status
|
||
* Draft
|
||
* Issued
|
||
* Partially Paid
|
||
* Paid
|
||
________________
|
||
|
||
|
||
Key Design Principles (Why This Works)
|
||
* Single Job is the source of truth
|
||
* Quotes and invoices are versioned, not overwritten
|
||
* Supports:
|
||
* Staged services
|
||
* Partial payments
|
||
* Sales renegotiation
|
||
* Returning customers buying more stages later
|
||
* Same flow for frontend & email
|
||
* Clean separation between Quote → Invoice → Payment → Booking |