Subcategory of Professional firms
Technical firm software: engineers, architects, surveyors and assessors
Site visits, applications to file, fees split into stages: RegiaPro’s technical firm software sits alongside your drawing program and tracks clients, commissions and payments.
Six technical firm trades
Enquiries from homeowners, agencies and contractors
A technical firm gets work from different channels: the private buyer purchasing a home, the estate agency, the contractor who needs a safety coordinator. Noting the source on the record lets the Report show which relationships bring the best-paid commissions.
For each commission you attach land registry searches, floor plans and reports to the client record, and you prepare the letter of appointment once as a template, then only the details change for each client. Important deadlines go in the record’s note and become a reminder among your tasks.
