Guide

The product

What Jagga does

Jagga is software that runs an engineering consultancy’s service delivery. The pattern is always the same: a client requests a service, staff process it through a tracked pipeline, payment is collected, an authorised report is delivered, and the client can see the status the whole way through.

Most of that work is property valuation for bank loan collateral, but the platform is not built only for valuation — it runs seven kinds of service. See Services.

Several consultancy firms use the same platform, each under its own branding, and each firm’s data is walled off from every other firm’s.

One file, thirteen steps

Every file walks the same backbone, whatever the service. Only the middle — the production work — changes from one service to another.

  1. 1Lead capture
    A client asks for a service, or a Case Manager records the request. Client / Case Manager
  2. 2Assessment
    The Case Manager reviews the request and the inputs, and opens the file. Case Manager
  3. 3Quotation
    A price is offered. Either the configured price, or a negotiated one. The client accepts it. Case Manager
  4. 4Advance payment
    The advance is collected. Production does not begin before this. Payment gate. Client / Finance
  5. 5Production
    The work itself. Site survey where the service needs one, then the technical work. Surveyor / Engineers
  6. 6Case Manager data entry
    Always happens. The Case Manager enters the file's data. Case Manager
  7. 7Client verification
    Optional. The client checks the entered data. Client
  8. 8Documents complete
    A gate: the required documents must all be present. Case Manager
  9. 9Drafting
    Design, legal and report drafting. Design Engineer / Legal / Principal Engineer
  10. 10Authorisation
    The Principal Engineer finalises, signs and stamps. Principal Engineer
  11. 11Final payment
    The rest of the fee is settled. Payment gate. Client / Finance
  12. 12Delivery
    The client downloads the report, or receives a recorded hand-over. Client
  13. 13Review window
    A period in which a correction can be requested. Client / Principal Engineer

The two payment gates

Two of those steps are gates, and they are worth naming because they explain most “why is my file not moving” questions:

The default split is 70% advance and 30% on completion, but a firm can configure that.

Where each step happens

StepWhere
Requesting a serviceThe client portal on the web, or the Jagga phone app
The site visitThe Jagga Surveyor phone app, which works with no signal
Quoting, payments, coordinationThe web console
Drafting and signing the reportThe web console
Tracking, paying, downloadingThe client portal or the phone app
Checking a finished reportA public page — no account needed

What is fixed and what is configured

The backbone above is fixed, and so are the two payment gates. What a service does in the middle — which forms are filled, which documents are required, which steps run and in what order, which report format is produced — is configured, not programmed. Someone edits it in an admin screen; nobody writes code.

That is why a firm can add a document to a checklist, or a bank can get its own report layout, without a software release.

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Last reviewed 2026-09-08.