Business Configuration

This page configures everything that touches the commercial structure of your activity in Lumos: contract templates, project and contract numbering, quote and invoice emails, online presence (request widget on your site, Google review requests).

It is divided into five tabs: Service Agreements, Contract Number, Quote & Invoice, Website Widget, Google Reviews.

Service Agreements

This tab groups three sections.

APCHQ Service Agreement

If you are an APCHQ member, enter your member number here. The official APCHQ form then becomes available when adding a service agreement to your projects, and it auto-fills from project and inspection information.

Default values

Five fields that pre-fill your service agreements automatically. The values are also available as variables in your custom contract templates:

• Fees ($)
• Report delay (days)
• Additional hourly rate ($)
• Cancellation fees ($)
• Notice hours (cancellation)

Contract templates

Lumos provides a default template, “Inspection Service Agreement (BNQ-compatible)”, already filled with the standard BNQ content in 17 sections (parties, purpose, refusal of exhaustive inspection, building description, performance modalities, standard compliance, client obligations, warranty exclusion, ownership and report transmission, law observance, force majeure, applicable laws, interpretation, continuation or annulment, additions, fees, signatures, plus an Annex on the Civil Code of Quebec).

From there:

• Edit the default template to add your specific clauses.
• Create new templates for different mandate types (residential, commercial, pre-listing, etc.).
• Choose the language of the contract, French or English.
• Insert variables in the content ({{Contract Number}}, {{Company Name}}, {{Property Address}}, {{Inspection Date}}, etc.) that Lumos replaces automatically at each contract generation. See Using variables in text editors for the full catalog and best practices.

Available buttons: Reset to default, Preview, Download PDF, Save template.

Contract Number

This tab defines the numbering format used for your contracts and projects: both share the same number. Inspection numbers are derived from it automatically.

Numbering pattern

Build your format by combining components:

• Date components: {YYYY} (4-digit year), {YY} (2-digit year), {MM} (month), {DD} (day)
• Sequence number: {###}, an auto-incrementing counter
• Custom text: typed directly in the field, for example PROJ- or INV-

Example patterns:

Counter settings

• Current counter — the current value of the sequence counter
• Digit padding — 1, 2, 3, or 4 digits (for example 001 for 3 digits)
• Reset frequency — Never, Yearly, Monthly, or Daily
• Reset counter to 1 button

The preview displays in real time the next contract number that will be generated.

Quote & Invoice

This tab defines email templates and default notes for your quotes and invoices. Everything is configured independently in French and English.

Quote email template

The default text of the email sent when preparing a quote. Lumos provides a pre-filled template that covers: thanks, inspection details (address, date, time, price), applicable standard, documents to share before the inspection, access to provide, roof access, report delay, recommended presence.

Available variables in this editor: {{Company Name}}, {{Property Address}}, {{Inspection Date}}, {{Inspection Time}}, {{Total Price}}, {{Norm Name}}, {{BNQ Norm Link}}, {{Report Delay (days)}}, {{Inspector Name}}. See Using variables in text editors.

Before each send, you keep the option to edit the email.

Invoice email template

The default text of the email sending the final invoice to the client. Pre-filled, shorter template, based on the same variables.

Invoice information

Two fields that apply to all your invoices:

• Default notes — additional notes shown at the bottom of your invoices (thank-you message, policies).
• Default payment instructions — how your clients should pay (bank transfer, e-transfer, check, payment details).

You always have the option to customize these texts case by case, on each invoice.

Website Widget

This tab lets you add a button on your own website through which your clients can request an inspection. They fill in the same form as for the email request, and you receive a notification.

Enable widget

Enable widget toggle. As long as it is disabled, the button does not appear, even if the code is integrated on your site.

Button appearance

• Button text (French) — default “Demander une inspection”
• Button text (English) — default “Request an inspection”
• Button color — color picker

A real-time preview shows the button’s rendering.

Embed code

Lumos generates an HTML snippet to paste in your site, where you want the button to appear:

<script src="https://inspector.lumos.property/widget.js"
  data-inspector-id="..."
  data-button-text="Request an inspection"
  data-button-color="#FFC857"
  data-language="en"></script>

A “See the result on a website” link opens a demo.

Google Reviews

This tab configures the automatic sending of a Google review request to your clients after their inspection.

Enable Google reviews

Enable Google reviews toggle. Without enabling, no request is sent.

Google Business Profile

Enter your Google Place ID, the unique identifier of your Google Business profile. Lumos uses it to generate the review link:

https://search.google.com/local/writereview?placeid=...

The tab includes short instructions for finding your Place ID via Google Maps or the official Google tool. For those without a Google Business profile yet, the link to business.google.com leads there.

Automatic sending

• Enable automatic sending toggle
• Delay after report sharing — 24 hours, 48 hours, 72 hours, or 1 week

Default message

The text of the email sent to your client with the review link. Configurable independently in French and English.

Available variables in this editor: {{Client Name}}, {{Company Name}}, {{Inspector Name}}. See Using variables in text editors.

Step-by-step

See also

• My Profile
• Account — the next step
• Using variables in text editors
• Available agreement templates
• Create an invoice