Practice operations
We take off your hands: setting up each new instruction, recording time and billing fee stages as they are finished.
You get: jobs set up from instruction letters, timesheets pre-filled for staff to confirm, and a monthly list of fee stages for your practice manager to bill.
Get a price for thisOr check first: Are we ready for AI?
The problem
Every instruction comes with a pile of admin, and still time goes unrecorded and fees go unbilled.
What is in this package
- Check reports before peer review, route them and record who signed off
- Prepare fee proposals from past work and your scope library
- Produce the monthly management accounts pack with draft commentary
- Chase overdue invoices with reminders written from each account's history
- Keep your AI register in line with RICS
- Flag finished fee stages and extra work ready to invoice each month
- Track every report from site visit to issue and warn when one will be late
- Fee enquiry to priced proposal, checked against past hoursWhole process
- Run the month-end close checklist and chase the missing inputs
- Pre-fill timesheets from calendars and emails for staff to confirm
- Prepare the year-end audit file and answer auditors' requests
- New instruction to billed feeWhole process
- Set up each new job from the instruction letter
- Check reliance letters and appointments against your PI cover and cap
- Book inspection access with occupiers, keyholders and agents
30 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Practice management or accounts 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?