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From recommended works to signed works, in one report

Price the recommendations as options in the report itself, so the client approves the works and your next commission in the same signature.

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In QuoteCloud the recommended works in an audit or inspection report can be a live price table: priority 1 works included, later priorities as optional rows. The client ticks what they approve, the total updates, and accepting the report signs off the works and your fee for them, with no separate proposal to write or chase.

A sample building condition audit for a fictional practice, Fenwick Arden: The Pembroke, report FA-R-1187. On the left, five recommendations with their priority: the roof membrane and the north wall render (P1), corroded rooftop condensers and balustrade post fixings (P2) and a plan for years 3 to 10 (P3). On the right, each is linked to a line in the report's price table of the practice's services: roof replacement $14,800 and facade repairs $11,200 included, condenser replacement $6,400 ticked, balustrade testing $4,800 and a ten-year capital works plan $7,500 left optional. Ticking the condensers moves the approved fees from $32,890.00 to $39,930.00 including tax, and the report is accepted by Daniel Featherstone, chair of the owners' committee.

A report, then a proposal, or one document

What changes when the works are priced in the report that recommends them.

The jobReport, then proposalOne report with QuoteCloud
Recommend the works A works list at the back of the report, in a table nobody can act on. A live price table at the end of the report: Priority 1 included, later works as optional rows.
Price your services A separate fee proposal, written after the client has read the report. Your fee for each work package sits in the report, next to the recommendation it answers.
Get approval The committee meets, emails back, and someone retypes what was approved. The chair ticks the works and accepts the report once; the signed report records what was approved.
Answer questions Questions arrive by email, away from the finding they're about. Comments on the report, answered in the same thread by the engineer who wrote it.
Start the next commission Wait for a letter of appointment or a purchase order. The fees for the ticked works are approved in the signature. Ask for a payment on signing if you want one (Stripe or PayPal, Essentials).
Plan the later works Last year's recommendations, lost in last year's report. Unticked options stay in the signed report; next year, revise it with Revise Last Version and price them again.

The asset manager ticks, the fees follow

The same works table works in an inspection report. In the Quayline plant inspection, the cooling tower refurbishment is included and three options sit underneath: a ten-year renewal plan, an air handling unit upgrade and a controls upgrade.

Tick an option below and the total, tax and the approved fees in the acceptance block update together. The asset manager accepts the report once, and you see the ticks in the activity.

  • Optional rows and a note on every line
  • The acceptance block shows the approved fees, not a compliance certificate
  • Accepted reports can create a project in HubSpot (native integration, Business)

Price tables: Essentials and up

Equipment, plant & asset inspection reports
Fenwick ArdenMechanical services inspection FA-M-0932 Sample · fictional business

Recommended works · our services

ItemQtyRateAmount
Priority 1$9,800
CT-01 refurbishmentDesign, specification and tender
1 package $9,800 $9,800.00
Options Tick to add
 1 plan $5,500 $5,500.00
1 package $6,200 $6,200.00
1 package $7,400 $7,400.00
Subtotal
$15,300.00
Tax (10%)
$1,530.00
Total
$16,830.00

Report acceptance

Revision A · issued 2 June
  1. PreparedRavi MenonAssociate, mechanical engineer30 May
  2. ReviewedClara WhitlowDirector1 Jun
  3. AcceptedMarcus BellAsset manager, Quayline Property Group9 Jun
  • Report and asset register received
  • Works approved: CT-01 refurbishment and the renewal plan

Approved fees inc. tax$16,830.00

Marcus Bell · Signed online · 9 Jun, 10:12 am

Certificate of authenticity and audit trail attached

Accepting the report records receipt and the works approved. It is not a certificate of compliance.

Activity

  1. Report openedMarcus Bell
  2. Renewal plan ticked+$6,050.00 inc. tax
  3. Report accepted and signedCertificate of authenticity attached
  4. Project created in HubSpotNative integration, on Business

Now, next and later, in one signed report

The Pembroke's ten recommended works across five years, and what the committee did with each one in the report. The plan is the practice's; QuoteCloud carries it.

  1. P1Within 12 months

    • Roof membrane & flashingsBudget $185,000Approved in this report
    • Render & sealant jointsBudget $96,000Approved in this report
    • Fire stair doorsBudget $18,000Approved in this report

    Included rows: your fee for each P1 package is part of the total the committee signs.

    Included

  2. P21 to 3 years

    • Rooftop condensersBudget $42,000Approved in this report
    • Car park soffitBudget $64,000Option to tick
    • Balcony balustradesBudget $28,000Option to tick

    Optional rows the committee ticks. They approved the condensers now and left the car park and balustrades for next year's levy.

    Optional rows

  3. P33 to 5 years

    • Common stairs & corridorsBudget $38,000Next revision
    • Three more P3 elementsBudget $82,000Next revision

    Not priced yet. Offer the ten-year capital works plan as an option, and price these works in next year's revision with Revise Last Version.

    Revise Last Version

Budgets are the report's opinions of probable cost for the works, $553,000 in all, ex tax. What the committee approves in the report is your fee for designing, specifying and overseeing them. QuoteCloud sends no reminders about later priorities.

Building condition & compliance audits

Put the next step in your next report

Free for 14 days, no credit card required. Send us a past audit or inspection report and we'll convert it, works table included, during the trial.

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Sample report · FA-R-1187

The report that recommends the work, approves the work.

Priority 1 and the condenser replacement, approved by the committee chair in the same signature that accepted the report.

$39,930.00 Fees approved in the sample report, inc. tax

What makes a report carry the next commission

Six QuoteCloud features doing the work inside the report.

  • Optional rows

    Later priorities as rows the client ticks, each with a note saying what your service covers.

    Pricing tables

  • Fees as a percentage

    Price superintendence as a percentage of the works budget with Percentage and Formula columns (advanced pricing, Business).

    Staged fee proposals

  • Reviewed before it's sent

    An approval workflow on total value or template holds the report In Review until a director approves it (Business).

    Approvals & sign-off

  • One signature

    Accepting the report and approving the works is one legally binding eSignature, with a certificate and audit trail.

  • Payment on signing, if you want it

    A deposit or full payment for the approved services when the report is accepted, via Stripe or PayPal (Essentials). Never later stages.

  • See what was ticked

    Document tracking shows when the report was opened, for how long, and the activity records the options ticked.

    Document tracking

How to price recommended works in a report

Five steps, from the findings to signed works.

  1. Write the findings

    Rate each element and write the finding and recommendation, with marked-up photos.

  2. Group the works

    Add a price table at the end of the report, one section per priority.

  3. Price your services

    Add your fee for each work package; make later priorities optional rows.

  4. Review and send

    A director approves the report first if you use an approval workflow (Business), then send one link.

  5. Accepted and approved

    The client ticks the works they want and accepts the report with an eSignature; the fees for those works are approved with it.

Recommended works: questions answered

Can recommended works be priced inside an audit report?

Yes. Add a price table at the end of the report with a section per priority: Priority 1 works included, later priorities as optional rows. Each line can be your fee for designing, specifying and overseeing a work package, with a note. Price tables are on the Essentials plan and up.

What does the client sign when they accept the report?

One legally binding eSignature that accepts the report and approves the works they ticked, with your fees for them, recorded with a certificate of authenticity and audit trail. It is not a compliance certificate: QuoteCloud does not certify buildings or assets.

Are the works budgets quotes from contractors?

No. Budgets in a condition report are your opinions of probable cost for planning, written into the report. The price table holds your own services for the works; contractors' prices come later, through your tender.

Can we take a payment when the report is accepted?

Yes, if you want to. A deposit or full payment, as a percentage or a fixed amount, can be collected on signing through Stripe or PayPal from the Essentials plan, and the document is marked Paid. QuoteCloud does not bill later stages, instalments or monthly invoices.

What happens to works the client didn't approve?

They stay in the signed report as unticked options. When you inspect again, revise the report with Revise Last Version and price the remaining works. QuoteCloud does not send reminders about later priorities or follow up on them by itself.

Can a director check the fees before the report goes out?

Yes, on the Business plan. An approval workflow can trigger on total value or on the template used, so the report goes In Review and must be approved by the named approvers before it can be sent.

More documents a practice delivers

The audits and inspections the works come from, and the sign-off that goes with them.

Your next report, your next commission

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