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SNAPSHOT

A web-based service charge workflow and reporting management system.

SMILE. SERVICE CHARGE WORKFLOW & REPORTING MANAGEMENT SYSTEM AT YOUR FINGERTIPS

WHAT'S ON YOUR MIND?

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    SNAPSHOT is a service charge workflow and reporting management system that we’ve developed with landlords and managing agents.

    It lets you see when the service charge accounts are due on all your properties. And it provides live management information on the current status of your service charge year-end assignments.

    That means you’ll be able to track KPIs and give better client service at every stage of the process; from a global level, all the way down to an individual user or property.

    SNAPSHOT was developed to meet our clients’ service charge tracking and reporting requirements. The latest version of SNAPSHOT is a web-based system supporting the completion of service charge accounts in compliance with the RICS Professional Statement, Service Charge in Commercial Property, the RICS Service Charge Residential Management Code and also landlord and managing agent KPIs.

    A FLEXIBLE, NO INVESTMENT, NO COST SOLUTION

    Our SNAPSHOT software can be tailored to assist and track every aspect of your service charge workflow; from budgeting through to year-end commentary production. In addition, it can be customised to meet the specific tracking and reporting requirements of each managing agent.

    SNAPSHOT’s other benefits include:

    ROLE-BASED ACCESSIBILITY

    Each user has a secure login, and their access to specific tasks and information is linked to that. That means you can have complete peace of mind around security.

    WEB-BASED WORKING

    SNAPSHOT creates one point of access for all your service charge services. It makes all the relevant information easy to find and it has an online, interactive collaboration feature.

    DATA INTEGRATION AND DOCUMENT STORAGE

    SNAPSHOT can integrate data from your property management software, and it can export data into predefined templates for both reporting and uploading purposes.

    KPI TRACKING

    Stay on top of your task statuses with an easy to understand, colour coded ‘Traffic Lights’ system.

    CUSTOMISABLE EMAIL NOTIFICATIONS

    SNAPSHOT offers a summary of stage changes, KPI warnings and weekly summary reports at all levels, delivered to specified email addresses.

    SOFTWARE WORTH SHOUTING ABOUT

    Because of its flexibility and value it brings to users, SNAPSHOT was shortlisted for Property Week’s Management All-Stars 2017 Software Provider of the Year Awards.

    But most importantly: Our clients love it too. So much so, in fact, that we’re seeing more and more clients using SNAPSHOT in their own marketing as a reason to choose them. How’s that for a seal of approval?

    SMILE! HOW SNAPSHOT CAN HELP YOU

    We’ve combined our technical and sector knowledge with software tech to create SNAPSHOT. A web-based system, designed to help you manage and view service charge information relating to all your properties in one place.

    SNAPSHOT helps you gather management information, track KPIs and give a better client service. It’s a flexible, no investment, no cost solution to your service charge concerns. It’s not one size fit all. We work to core principles but are flexible in approach to build a workflow that works for you.

    WHAT SNAPSHOT PROVIDES

    FIND OUT HOW WE CAN HELP YOU

    One of SNAPSHOT’s biggest strengths is its flexibility. But to tailor it to your needs and maximise its potential, first we’ll need to find out about you. And that all starts with a chat.

    We’ll get an understanding of your properties, including what they’re used for, and how many you have.

    Then, we’ll talk to you about your process, your targets and your timings. Because when we’ve nailed down exactly what you want from us, that’s when we can make sure you’re getting the most out of our relationship.

    We know that moving to a new provider isn’t something to take lightly. A move may seem daunting. To us it’s just part of everyday life. We’ll ensure it’s a smooth process.

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      IT ALL STARTS WITH A CHAT

      We like to build long term relationships with our clients. We’ll get under the skin of your business. We want to understand the challenges and the opportunities facing you. There’s no one-size-fits-all approach around here.

      We offer more than just Service Charge Accounts. We offer other outsourced services to small and growing businesses. We can help you think outside the box. Find the right solution to your needs in a flexible way. We offer a wide range of integrated services with cross-sector expertise in consulting, deal advisory, audit, and tax. There are a number of people within CP who have specific expertise and knowledge developed over many years from working with clients in the property sector.

      Whatever questions you have, we’re confident we’ll have the answers. But go on, try us.