💷 Price→
🎯 Forecast→
🔎 Check→
💰 Get Paid
Invoicing, payments and job-data integrity for the accounts team — in one place.
💷 Pricing — the master schedule of rates behind every quote, and the single source of truth the BD point-of-sale reads from.
🧮Pricing Calculator
Every service, area band and existing-client agreed rate, backed by the live database. Managers & directors unlock Admin to edit prices; the rest of the team use it read-only to build quotes.
Open Pricing Calculator
💼Price Lists
The record of quotes we've given — logged per client and project, line by line, with win/loss status and totals. Add each quote as it goes out so accounts always know what price was offered to whom.
Open Price Lists
📈 Forecasting — the office whiteboard, digitised: targets, actuals and next quarter's plan.
🎯Team Targets & Forecasting
Quarterly revenue targets and monthly actuals per team. Set next quarter from this year's run-rate plus the value of new contracts won.
Open Target Setter
🧾 Payroll & PAYE — now PAYE is run in-house, this is how we prove we're keeping up with the rules.
💷Payroll Regulation Tracker
A live register of tax codes, minimum wage, National Insurance, statutory pay, pensions and student-loan rules — each linked to GOV.UK. The finance manager ticks off every update, and a gov.uk scan pulls new HMRC publications to review.
Open Payroll Tracker
⏱️Timeclock
Live timesheets imported from the Connecteam Time Clock — one board each for the Finance/QS, Admin, Project Manager and Surveyor teams, with clock-in/out detail, approval status and CSV export for payroll runs.
Open Timeclock
💰Wages
Restricted — the wages workbook, live: staff pay register, monthly pay-run calculator and minimum-wage age checks with automatic underpay flags. Access is limited to named payroll staff; sign in with your work email and a one-time emailed code.
Open Wages
🚗 Expenses — what staff spend to do the job: claims submitted at clock-out in Connecteam, and the approve-and-pay tracker.
🧾Timeclock Expenses
Expense submissions pulled live from the Connecteam Time Clock — surveyors' mileage, meal and other expenses with receipt photos, plus the office teams' typed expense claims. Totals per team, mileage converted at your rate, CSV export.
Open Timeclock Expenses
✅Expenses Tracker
The approve/reject/paid workflow for staff expense claims — the system of record once a claim has been checked. Copy figures over from Timeclock Expenses when approving.
Open Expenses Tracker
🚗Mileage
What each person travelled against the jobs they were booked on — the GPS trail from Connecteam beside the distance between their stops.
Open Mileage
🧭 Personal Development & Salary — the PM Journey progression ladder with salary bands at every step, plus both Associate RICS commission structures. The live, editable version is a shared mind map.
PM Journey
Probation
6 Months
£27k
PA
12 Months
£28k
PAM
24 Months
£30k
PM
36 Months
£32k
Performance Bonus = OTE £38k
Associate RICS
£35k
Performance Bonus = OTE £41k
MRICS
£40k
Performance Bonus = OTE £46k
Scroll sideways on smaller screens · the editable version lives in Mind Maps below.
💷 Associate RICS — Option 1
Lower base, higher commission per approved report.
Base salary£30,000 pa
Level 2 (HomeBuyer) report£21 each
Level 3 (Building Survey) report£42 each
On-Target Earnings£40,080 pa
Based on ~390 reports a year: 300 × L2 at £21 = £6,300 + 90 × L3 at £42 = £3,780 → £10,080 commission on top of base.
💷 Associate RICS — Option 2
Higher base, lower commission per approved report.
Base salary£35,000 pa
Level 2 (HomeBuyer) report£9 each
Level 3 (Building Survey) report£18 each
On-Target Earnings£39,320 pa
Based on ~420 reports a year: 360 × L2 at £9 = £3,240 + 60 × L3 at £18 = £1,080 → £4,320 commission on top of base.
🧭Edit the PM Journey
The board above mirrors the shared PM Journey — PDP & Salary mind map. Open it in Mind Maps to edit steps, salaries or notes — the full commission maths lives in the node notes.
Open PM Journey in Mind Maps
🗺️All Mind Maps
The shared mind-map library — role SOPs, team overviews and development journeys. Add salary journeys for other roles alongside the PM Journey.
Open Mind Maps
🔎 Daily checks — job-data integrity sweeps so nothing slips through unbilled, double-billed or wrongly charged.
🔢Missing Invoice Numbers
Flags completed jobs that have no invoice number recorded — so nothing slips through unbilled.
Open Missing Invoices
⏳Not Paid
Outstanding jobs that have been invoiced but not yet paid — chase-up list for the accounts team.
Open Not Paid
🚫Cancelled & Unfilled
Cancelled and unfilled jobs to reconcile against billing so cancelled work isn't charged.
Open Cancelled & Unfilled
🔁No Access Reconciliation
Reconciles no-access visits so abortive jobs are tracked and billed correctly.
Open Reconciliation
🧾Multiple Lodgements
Logs into Elmhurst, pulls the Bill Assessment Data report and flags any address we've been billed more than once for — with a query/credit workflow.
Open Multiple Lodgements
📑Duplicate Addresses
Spots duplicate job addresses that may indicate double-booking or double-billing.
Open Duplicates
✅Data Quality
Job-record integrity checks — missing fields and inconsistencies that affect billing accuracy.
Open Data Quality
📊 Capacity & Efficiency — where surveyor capacity is used well, where it's slipping, and forward planning.
⚡Business Efficiency
Surveyor utilisation and calendar efficiency across the team — where capacity is used well and where it's slipping.
Open Business Efficiency
📈Capacity
Available booking capacity across surveyors and regions for forward planning.
Open Capacity