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Management Dashboard — Repair Rates (Schedule of Rates)

ProSurvey Apps Limited (company no. 17118570) · Help centre

The Repair rates area is where you import your own licensed Schedule of Rates (SOR) catalogue. Once loaded, work-order costing and photo-to-code suggestions switch on. Tiered — Basics to import and browse, Deep dive for the file format and matching, Technical for how it stays tenant-private.

Basics — importing your catalogue

  1. Open Repair rates from the sidebar.
  2. Click Example CSV to see the expected layout.
  3. Export your catalogue from your M3/NHF tooling as CSV or Excel (.xlsx).
  4. Upload it. You'll see a per-row summary and any errors.
  5. Add a version label (e.g. "M3NHF V8 · 2026 rates") so you know which edition is loaded.
  6. Once imported, browse your codes by prefix or keyword.

Your rates are yours — HousingSurvey Pro never ships, seeds, or shares a rate catalogue. You import your own licensed data.

Deep dive — file format, matching & costing

  • Required columns: code, short description, unit, rate. Optional: medium description, trade.
  • Row validation: codes containing characters that can't key a record are rejected; duplicate codes keep the first and warn; missing required fields are listed with the row number.
  • Keyword search: find codes by prefix (e.g. XX1) or plain-English keywords (e.g. "sealant") — works with no AI configured.
  • Work-order costing: on a work order, search your codes, add lines with quantities, and the estimated total updates live.
  • Photo → suggested codes: from a defect photo, your own AI describes the likely repair tasks; a deterministic ranker matches those to your catalogue and suggests codes with quantity estimates. Everything is advisory — a human reviews before adding.

Technical — licensing & isolation

  • Tenant-private: your catalogue is scoped to your organisation. Isolation is enforced by server-side security rules and verified by emulator rules tests in CI — another tenant can never read your rates.
  • Admin-write: only an org admin can import or amend the catalogue; managers and surveyors can read it for costing.
  • AI stays clean: the photo-to-code step uses your own AI key, and the model never sees or invents rates — it only describes visible tasks; the deterministic ranker does the code matching against your catalogue.
  • Formats: CSV and Excel .xlsx (legacy .xls unsupported — save as .xlsx/CSV). Parsers are unit-tested and CI-gated.

Next: Scheduling & dispatch (in progress), or back to the help index.

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