A client’s whole estate, in one report.
Client Portal Access reads across every site a client owns and turns your surveys into the view an estates manager needs: compliance, running cost, carbon, refrigerant exposure and the case for replacement, with the charts. Generate it as one multi-site report to hand over.
Screens and documents are from a sample account: the buildings, clients and assessor are made up.
- Payback against each system’s life
- Which replacements pay back within ten years, within the new system’s life, or only beyond it.
- The cost of waiting
- This year’s running cost, what ageing adds each year, and the total of doing nothing.
- Why each system ranks first
- Each replacement priority split into the five things behind it.
- Compliance across every site
- Every certificate from inspection to expiry, lapsed and due first.
The estate report, with the charts.
One click writes a multi-site report your client can act on. It ranks the replacements by simple payback against the new system’s life, shows the cost of waiting, and explains every priority score.
The same estate, live on your screen.
Before the report, the estate is a screen in the dashboard: the totals, the compliance clock, the poorest-rated plant, refrigerant and leak-check duty, the cost of doing nothing and the replacement case, priced from your own rate card.
The multi-site report
One document, every site, with the charts.
Compliance, the plant that merits attention first, the cost of doing nothing, refrigerant exposure and the replacement case. Print it to PDF and send it.
It is your view of their estate: clients do not sign in to it. Every figure is an estimate from a stated method, and the report says so.
Listed under Corporate in the dashboard, because it is built for firms who look after a client’s whole estate. It reads only what your inspections already hold.
