Service Charge Pack Preflight

Commercial property · pre-issue review

Catch service-charge pack errors before they reach tenants.

Independent mechanical and cross-document checks for commercial service-charge budgets and year-end reconciliations—across Excel and PDF.

View the fictional reportAsk if your pack is suitable

No software integration. Please do not send files until scope and handling terms are agreed.

Fictional demonstration

Source-linked review points

1.
Apportionments total 99.50%£315.50 of the fictional building cost is left unallocated.
Apportionment Matrix · E7:E12
2.
£2,000 source conflictLift maintenance is £18,400 in the PDF and £16,400 in the workbook.
PDF p.2 · Budget & Actual E13
3.
Prior-year label retainedThe fictional cover says 2024 while the control page says 2025.
PDF pp.1 & 5
InputsExcel + PDF
OutputSource-linked exception report
Current scopeCommercial packs only

A bounded second check

What the preflight checks

The pack is checked for mechanical and documentary inconsistencies before your firm's normal professional review and tenant issue.

01

Calculation integrity

Recalculate supplied totals, subtotals, variances and balancing amounts.

02

Formula and range checks

Identify omitted lines, unusual references and inconsistent row logic.

03

Apportionment controls

Test whether supplied percentages and allocated liabilities reconcile.

04

Cross-document consistency

Compare figures, periods and identifiers across the workbook and PDF.

05

Stale and missing content

Flag prior-year labels, omitted schedules and narrative that conflicts with figures.

How it works

A review layer, not a replacement system

There is no software integration and no change to how you prepare or approve the service-charge pack.

  1. 01

    Confirm fit and scope

    A short call establishes whether one authorised, redacted, wholly commercial historical pack fits the pilot.

  2. 02

    Agree file handling

    Redaction, transfer, access, permitted processing, retention and deletion are agreed before files are received.

  3. 03

    Check the draft pack

    Supplied calculations and figures are traced across the workbook and tenant-facing PDF.

  4. 04

    Review and rerun

    Your professional reviewer assesses the source-linked report. The pilot includes one corrected-pack rerun and feedback call.

See the proposed output

Inspect the complete fictional report.

The demonstration uses a synthetic commercial property and 12 intentionally inserted issues. It shows the proposed format and precision—not results achieved for a customer.

View the fictional report
12deliberately planted findings
7source-linked pages
100%fictional data and entities

Demonstration only. This is not a customer result or a claim that every service-charge pack contains errors.

One firm · no-cost pilot

Founding case-study pilot

We are selecting one suitable UK commercial-property team to test the workflow on one authorised, redacted, wholly commercial historical pack.

Ask if your pack is suitable

Your firm receives

  • One historical pack checked at no charge
  • A source-linked exception report
  • One corrected-pack rerun
  • A structured review call

We ask in return

  • Structured feedback on each finding
  • Feedback on usefulness and review time
  • Permission for an anonymised case study only if useful
  • Your approval of the exact wording before publication

No positive testimonial is required, and no result is published without written approval. We cannot promise that a pack contains errors.

Clear handling · clear limits

Designed to support professional review

01

File handling first

Redaction, transfer method, access and deletion timing are agreed in writing before any client document is accepted.

02

Customer-controlled case study

Property, tenant, client name and logo stay out unless separately approved. The customer approves the final wording.

03

Professional responsibility remains

The customer prepares, reviews and approves the final pack and remains responsible for tenant issue.

Outside the preflight scope

Lease interpretation, recoverability decisions, accounting or legal advice, audit or assurance, and RICS compliance certification.

Supplied figures are not verified against invoices, bank records, ledgers or third-party evidence. No check can guarantee that every issue will be identified.

Service Charge Pack Preflight is independent and is not affiliated with, endorsed, approved or accredited by RICS.

Transparent outreach

Clear limits on how business contact information is used.

The site uses no advertising cookies, marketing pixels or visitor analytics. Outreach recipients can review the source, purpose, retention period and right to object on a dedicated page.

Read the outreach privacy notice

Before we accept any document

See whether one historical pack fits the pilot.

Tell us whether your commercial service-charge packs are produced across Excel and PDF. No files are needed at this stage.

Ask if your pack is suitable