How to Invoice for Inspections
for each Inspection System.
This tutorial will show you how to pull an invoice for each of our inspection systems. We invoice for the entire month of work submitted to the client. Find the system you are working on and follow the steps in this guide to create your invoice report.
Inspector Ade:
1st. Open your InspectorADE account. Go to the "Inspections" tab. Enter the date range and change the status to Submitted to client. "Our invoicing is for an entire month, example 10-1-12 to 10-31-12.
2nd. You will see a list of all work already submitted to the client for that date range. Change the page results to match the total number of inspections. In this case you have 144 inspections, so I changed the "Results Per Page" to 150. Select all the inspections by clicking the top check box.
3rd. at the bottom of this page select the “Export all 144” results
"Optional:
4th. Now you have all your work in an excel spreadsheet. You can enter “ =sum “ in one of the boxes below the payout amount and then highlight all of the payout amounts. Hit enter. ** Remember your rates are different for Standard, Interior, Insurance losses, etc. Filter/Sort your inspections by type and add prices accordingly.
This will then change to your total payment amount.
Save this file as Your Name/Month as an Excel Spreasheet.
Send the completed spreadsheet to
RepAssistant:
There are two types of reports you can create in rep assistant. Both end up with the same results they just come out in two different file formats.
1st. Select option 10 on the Repassitant program
2nd. Select the format type you want to export. If you choose generate report it will create a PDF file, if you choose Generate Excel report it will create a Excel File. “ I recommend the excel file”
3rd. It will ask for a starting date 10/1/2012 for your current invoice
4th it will ask for an ending date 10/31/2012 for this invoice
5th it will ask what date type. Always select uploaded. This is all the work you uploaded during that date range.
6th. The report will be generated and it will tell you the file location.
The file is normally located in the C drive in a Folder called FISOption10.
Open the excel file
Here is what it will look like, payments are on the right of the sheet. Again you could create a =sum to total your inspections.
** If you create a PDF file instead select the generate report option
It will ask if you only wish to process Access Denied inspections, select NO this will select all inspections
Again enter your date range as before. Then a window will pop up to print this report.
We use a PDF printer so we can save the document to the desktop, if you do not have a PDF printer please contact me and I can help you install one.
You should have been given CutePDF with your Repassistant install.
It will ask if you want to run another report. Select NO
the opened PDF document looks like this.
Review it and submit it to
We cannot create this report for you as it is tied to your own RepAssistant Download on your computer. If you need help please contact the office.
EZ Inspections:
EZ inspections: In EZinspections all you need to do is select the Accounting tab on the left side of your login and select Billing Report.
Next you will pick a date range. We invoice for full months so the 1st-31st for the month of October.
If you click on the calendar icon it will let you adjust the dates. Now you have the option to click search or export. The search option will let you view and print your completed/submitted work for the month as you would view your open orders in a list for open work.
*The export option will let you create an excel file with all the details of these inspections. For some contractors in multiple zones you are paid by the zip code you are in. The best option is to export and use this excel report to send your information into
INSPI:
For the Sub’s who complete work in the Inspi program login to your Inspi Account.
When you login to you INSPI account you will select the Reports Tab and then select Invoice Detail User Selected report.
This will open a new window. Again you will enter a date range and then click submit query.
This will open a PDF window that you can print out and have to Submit to payroll as well
TrackScape:
1st. open your trackscape desktop application
2nd. Login to your account
3rd.
In this window you will select 3 options
A: Select the uploaded option "green arrow"
B: Select Invoice/Uploaded Date and a date range "yellow arrows"
C: Select GO "orange arrow"
D: Select the Export option to create a spreadsheet. "orange arrow"
You can then send this completed spreadsheet over to