Your Customers also have full access to view upcoming appointments that have been scheduled by Contractors, via a web portal. By providing the Customer with an easy way to find out when visits are scheduled, we reduce the number of missed appointments and, importantly, this means less abortive costs. Obviously, we can also send customers reminders closer the day before as well.

If required, Customers can also look at the last visit for each service and compliance type associated with their property. This can include the documentation that was uploaded as a result of the visit.

In addition, the web portal provides a platform for distributing other information to customers, including equipment user guides, key telephone numbers and announcements.

Prism hold a configurable matrix of rates for each type of visit for each Contractor. These rates can vary based on the area that the contractor is performing a service or compliance appointment (i.e. London work may be more expensive).

The Contractor can use a web portal to provide costs based on their rates. Once approved by your team these can be added to the month’s valuation certificate or released for immediate payment. Alternatively, if a visit is being performed for a fixed cost, then the cost can be automatically assigned by Prism.

Valuation Certificates are emailed to Contractors when released by your team. In addition, optional integration can pass the information to your Finance System. That way, your Finance Team are all set to receive and process the Contractor’s invoice.