Is there a minimum term?
Three months. After that it is monthly rolling: cancel with a month’s notice. Annual billing is a choice you make for the discount, not a lock-in you are put on.
Why a minimum of three office seats?
A desk, a surveyor and a manager are the three roles that make the clocks work: someone to log contact, someone to survey and price, someone to see the margin and the SLA scorecard. Smaller than that and you are running the rules in your head, which is what the software replaces.
What is the difference between an office seat and a field seat?
An office seat is the full system: every worklist, the estimate builder, the margin gate, financials, reports and the audit trail. A field seat is for tradesmen on site: their assigned jobs, bookings, timesheets, photos and documents. Field seats are £15 a month with no minimum.
What does the setup fee include, and why two prices?
Your insurers and their margin floors configured, your trades and rates, your letterhead, your staff and their levels, your open claims imported, and two training sessions on your own jobs. You are live inside ten working days. It is £950 for a firm with up to three office seats and £1,500 for four to ten, because the import and training grow with the size of the office; above ten office seats we quote it. If you cancel inside your first 60 days, the setup fee is refunded.
Are the prices ex-VAT?
Yes. All prices are in pounds sterling excluding VAT, which is added at the UK rate on your invoice.
Will the price change?
Your price is fixed for twelve months from the day you sign up, and for twenty-four months if you are one of the three founding customers. After that, any change comes with sixty days’ written notice, and you can leave at the end of your current term if you do not accept it.
Where is our data, and how do we get it out?
In a managed database in the EU (Ireland), encrypted in transit and at rest, with every money change recorded by the database itself. Every report exports to CSV from the screen, and a full export of your company’s data is available on request at any time, including after you leave. The security page has the detail.
What about our existing claims in Access, another system or a spreadsheet?
Open claims come across as part of setup, with their policyholder, insurer, stage and dates. Closed history stays where it is; you do not need it to run the desk. The switching page walks through the four steps.