Order and track specialist surveys and recharge the cost
We take off your hands: briefing specialists, getting quotes, booking access and chasing their surveys, then recharging the cost to the client.
You get: a brief and quote comparison for your surveyor to choose from, an order log with due dates, report chasers and a disbursement line for the invoice.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our report is always waiting on someone else's drainage or asbestos survey, and half the time we forget to recharge it.
How it works
What comes in
- Instruction and fee letter, site details and access contacts, the practice's approved specialist list and rates, returned quotes, specialist reports
What AI does
Drafts the brief and quote requests, compares returned quotes on scope, programme, insurance and price, records the selection, books access, chases the report against the main report date and posts the cost to the job as a disbursement.
What you get
- A brief and quote comparison for each specialist survey, an order log with due dates, report chasers, and a disbursement line ready for the client invoice
Who signs it off
Your surveyor confirms scope, picks the specialist and decides how the findings are used. The specialist's competent person does and signs the survey.
What it needs to work
- An approved specialist list with current insurance
- Fee letters that state how disbursements are recovered
- Job codes in the practice software
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?