Note: To use this feature, you need to have a Services Control on your order form. (All ISNs built after 06/01/2019 have this in place already, but feel free to check with support if you need help!) For more information on adding controls to your order form click here.
WHAT IT LOOKS LIKE
When you're editing an inspection order in your ISN, if you select a service that has a square footage calculation associated with it like so:
When you then navigate to the fees tab, you can select from a pre-calculated cost for that service based off of package selection:
If you click show fees the system will expand out and show you how that fee was calculated. Service Fee Calculations are called out very clearly with a Service Pricing modal window.
If the regular calculators are used to calculate a fee, without service selection, it will display the classic modal when you hit show fees:
HOW TO SET IT UP
We recommend setting up a few ranges for each service and then have a fall-through square footage range set up to catch pricing for situations that might not be service-specific!
This process involves adding square footage range fees for each service.
Then setting up the Fees tied to those Services to use the Square Footage Calculator
Set up Square Footage Ranges for each service.
In your ISN, navigate to Settings -- Office Settings -- Inspection and Fee Settings -- Fees Per Square Footage
On that page hit 'Advanced with ranges and services or inspection types' to create new ranges:
A modal window will appear asking you to confirm how many ranges you need to add.
You can add one or multiple ranges at once by using the buttons at the top of the page:
When creating more than one range, you will be given the chance to select which Service you're intending these ranges to apply to:
Note that you can use the same range for more than one service:
Your new ranges will appear on the screen with the word New in a badge next to their default range values. The Service the range applies to will be visible under TYPE/SERVICES:
Set a starting and ending value for each square footage range, and the appropriate fee amount to be added to the order. It's very important not to overlap your square foot ranges. Be sure to stagger each range by a value of 1:
If you want to add more services to a given range, you can still do so by clicking on the pencil icon on the right:
This will open up the edit window we saw before. Notice how you can change the range limits, the fee, the duration, the inspectors, and add zip codes from here:
Remember to click on UPDATE when done.
Once all your changes are made, make sure to save them by clicking the "SAVE CHANGES" button that will appear at the bottom of the screen:
Setting Fees to use Square Footage Calculator
Next, navigate to Settings -- Office Settings -- Inspection and Fee Settings -- Fees
Leave Primary Fee checked for your main Inspection Fee and check the Square Footage Calculator option for any fees associated with services where you want to price by square foot.
The Original Fees page saves in real-time, so no need to hit Save.
Updated Fee Interface version:
On our updated fee interface you will find the check box by clicking on the pencil icon located to the left of each fee:
After clicking it you will see the checkbox that says SQFT Calculator, to add that to your fee, check the box:
And then remember to save your changes.
And you are all set!
If you have any questions about this process please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.