Home Inspection Business
Home inspectors and inspection companies
Inspections, referral partners, invoices and licence renewals for an inspector.
Use this templateHome Inspection Business
Your inspection business in one place. Run today's Inspections, deliver reports on time, keep Referral partners warm, collect on Invoices, and renew licences and calibrations before they lapse. Operational tracking only.
Dashboard
Booking an inspection
Report delivery standard
Referral partner routine
Licences and calibrations
At a glance
| Inspection | Property address | Client | Referred by | Type | When | Status |
|---|---|---|---|---|---|---|
| Full home - Pelican Row | 44 Pelican Row | Odalys Marchetti | Gwendolyn Aldridge | Oct 18, 3:30 PM | On site | |
| Condo - Wharf Lane | 17 Wharf Lane | Bartholomew Ng | Marisol Echeverria | Oct 18, 8:00 PM | Confirmed | |
| Pre-listing - Cypress Hollow | 90 Cypress Hollow | Henrietta Voss | Imelda Brandvold | Oct 14, 4:00 PM | Booked | |
| Full home - Magnolia Court | 12 Magnolia Court | Ingrid and Tomas Alvarez | Tobias Wickstrom | Oct 16, 5:00 PM | Booked | |
| Re-inspection - Larkin Avenue | 205 Larkin Avenue | Rosalba Finch | Lawrence Okafor | Oct 24, 9:00 PM | Booked | |
| Full home - Corbel Street | 33 Corbel Street | Desmond Achebe | Gwendolyn Aldridge | Oct 16, 4:00 PM | Writing report | |
| Condo - Tamarind Way | 8 Tamarind Way | Philippa Kwon | Tobias Wickstrom | Oct 17, 6:00 PM | Writing report | |
| Full home - Foxglove Court | 61 Foxglove Court | Cormac Ashworth | Imelda Brandvold | Oct 9, 3:00 PM | Delivered |
| Inspection | Property address | Client | Referred by | Type | When | Status |
|---|---|---|---|---|---|---|
| Full home - Pelican Row | 44 Pelican Row | Odalys Marchetti | Gwendolyn Aldridge | Oct 18, 3:30 PM | On site | |
| Condo - Wharf Lane | 17 Wharf Lane | Bartholomew Ng | Marisol Echeverria | Oct 18, 8:00 PM | Confirmed | |
| Pre-listing - Cypress Hollow | 90 Cypress Hollow | Henrietta Voss | Imelda Brandvold | Oct 14, 4:00 PM | Booked | |
| Full home - Magnolia Court | 12 Magnolia Court | Ingrid and Tomas Alvarez | Tobias Wickstrom | Oct 16, 5:00 PM | Booked | |
| Re-inspection - Larkin Avenue | 205 Larkin Avenue | Rosalba Finch | Lawrence Okafor | Oct 24, 9:00 PM | Booked | |
| Full home - Corbel Street | 33 Corbel Street | Desmond Achebe | Gwendolyn Aldridge | Oct 16, 4:00 PM | Writing report | |
| Condo - Tamarind Way | 8 Tamarind Way | Philippa Kwon | Tobias Wickstrom | Oct 17, 6:00 PM | Writing report | |
| Full home - Foxglove Court | 61 Foxglove Court | Cormac Ashworth | Imelda Brandvold | Oct 9, 3:00 PM | Delivered |
| Referral partner | Brokerage | Phone | Relationship | Last contact | Next touch | |
|---|---|---|---|---|---|---|
| Gwendolyn Aldridge | Summit Ridge Realty | (480) 555-0131 | gwen@summitridgerealty.net | Oct 6, 2026 | Oct 16, 2026 | |
| Tobias Wickstrom | Copperline Homes | (480) 555-0132 | tobias@copperlinehomes.net | Sep 18, 2026 | Oct 16, 2026 | |
| Marisol Echeverria | Desert Bloom Properties | (480) 555-0133 | marisol@desertbloomprops.net | Sep 27, 2026 | Oct 24, 2026 | |
| Lawrence Okafor | Saguaro Street Realty | (480) 555-0134 | lawrence@saguarostreet.net | Oct 13, 2026 | Oct 21, 2026 | |
| Imelda Brandvold | Copperline Homes | (480) 555-0135 | imelda@copperlinehomes.net | Oct 10, 2026 | Nov 7, 2026 | |
| Percival Tamura | Ironwood Group | (480) 555-0136 | percival@ironwoodgroup.net | Sep 3, 2026 | Oct 9, 2026 |
Inspections
| Inspection | Property address | Client | Referred by | Type | When | Status |
|---|---|---|---|---|---|---|
| Full home - Pelican Row | 44 Pelican Row | Odalys Marchetti | Gwendolyn Aldridge | Oct 18, 3:30 PM | On site | |
| Condo - Wharf Lane | 17 Wharf Lane | Bartholomew Ng | Marisol Echeverria | Oct 18, 8:00 PM | Confirmed | |
| Pre-listing - Cypress Hollow | 90 Cypress Hollow | Henrietta Voss | Imelda Brandvold | Oct 14, 4:00 PM | Booked | |
| Full home - Magnolia Court | 12 Magnolia Court | Ingrid and Tomas Alvarez | Tobias Wickstrom | Oct 16, 5:00 PM | Booked | |
| Re-inspection - Larkin Avenue | 205 Larkin Avenue | Rosalba Finch | Lawrence Okafor | Oct 24, 9:00 PM | Booked | |
| Full home - Corbel Street | 33 Corbel Street | Desmond Achebe | Gwendolyn Aldridge | Oct 16, 4:00 PM | Writing report | |
| Condo - Tamarind Way | 8 Tamarind Way | Philippa Kwon | Tobias Wickstrom | Oct 17, 6:00 PM | Writing report | |
| Full home - Foxglove Court | 61 Foxglove Court | Cormac Ashworth | Imelda Brandvold | Oct 9, 3:00 PM | Delivered |
Invoices
| Invoice | Inspection | Add-ons | Status | Due | Paid on | Mark paid |
|---|---|---|---|---|---|---|
| Invoice - Pelican Row | Full home - Pelican Row | $0 | Unpaid | Oct 18, 2026 | — | — |
| Invoice - Wharf Lane condo | Condo - Wharf Lane | $0 | Unpaid | Oct 18, 2026 | — | — |
| Invoice - Corbel Street | Full home - Corbel Street | $125 | Unpaid | Oct 17, 2026 | — | — |
| Invoice - Tamarind Way | Condo - Tamarind Way | $0 | Unpaid | Oct 15, 2026 | — | — |
| Invoice - Foxglove Court | Full home - Foxglove Court | $150 | Paid | Oct 9, 2026 | Oct 9, 2026 | — |
| Invoice - Pelican Row pre-listing | Pre-listing - Pelican Row | $0 | Paid | Oct 3, 2026 | Oct 3, 2026 | — |
| Invoice - Cypress Hollow | Full home - Cypress Hollow | $0 | Paid | Sep 18, 2026 | Sep 18, 2026 | — |
Referral partners
| Referral partner | Brokerage | Phone | Relationship | Last contact | Next touch | |
|---|---|---|---|---|---|---|
| Gwendolyn Aldridge | Summit Ridge Realty | (480) 555-0131 | gwen@summitridgerealty.net | Oct 6, 2026 | Oct 16, 2026 | |
| Tobias Wickstrom | Copperline Homes | (480) 555-0132 | tobias@copperlinehomes.net | Sep 18, 2026 | Oct 16, 2026 | |
| Marisol Echeverria | Desert Bloom Properties | (480) 555-0133 | marisol@desertbloomprops.net | Sep 27, 2026 | Oct 24, 2026 | |
| Lawrence Okafor | Saguaro Street Realty | (480) 555-0134 | lawrence@saguarostreet.net | Oct 13, 2026 | Oct 21, 2026 | |
| Imelda Brandvold | Copperline Homes | (480) 555-0135 | imelda@copperlinehomes.net | Oct 10, 2026 | Nov 7, 2026 | |
| Percival Tamura | Ironwood Group | (480) 555-0136 | percival@ironwoodgroup.net | Sep 3, 2026 | Oct 9, 2026 |
Equipment and licences
| Equipment or licence | Kind | Renews or due | Status | Responsible | Mark current |
|---|---|---|---|---|---|
| Inspector licence - Bramwell | May 16, 2027 | Current | Ellis Bramwell | — | |
| Inspector licence - Chaudhary | Nov 21, 2026 | Current | Rani Chaudhary | — | |
| Errors and omissions insurance | Nov 9, 2026 | Due soon | Ellis Bramwell | — | |
| Moisture meter calibration | Oct 12, 2026 | Overdue | Rani Chaudhary | — | |
| Thermal camera calibration | Oct 16, 2026 | Due soon | Ellis Bramwell | — | |
| Report software subscription | Jan 16, 2027 | Current | Poppy Ngata | — | |
| Continuing education hours | Feb 15, 2027 | Current | Ellis Bramwell | — |
| Inspection | Property address | Client | Referred by | Type | When | Status |
|---|---|---|---|---|---|---|
| Full home - Pelican Row | 44 Pelican Row | Odalys Marchetti | Gwendolyn Aldridge | Oct 18, 3:30 PM | On site | |
| Condo - Wharf Lane | 17 Wharf Lane | Bartholomew Ng | Marisol Echeverria | Oct 18, 8:00 PM | Confirmed | |
| Pre-listing - Cypress Hollow | 90 Cypress Hollow | Henrietta Voss | Imelda Brandvold | Oct 14, 4:00 PM | Booked | |
| Full home - Magnolia Court | 12 Magnolia Court | Ingrid and Tomas Alvarez | Tobias Wickstrom | Oct 16, 5:00 PM | Booked | |
| Re-inspection - Larkin Avenue | 205 Larkin Avenue | Rosalba Finch | Lawrence Okafor | Oct 24, 9:00 PM | Booked | |
| Full home - Corbel Street | 33 Corbel Street | Desmond Achebe | Gwendolyn Aldridge | Oct 16, 4:00 PM | Writing report | |
| Condo - Tamarind Way | 8 Tamarind Way | Philippa Kwon | Tobias Wickstrom | Oct 17, 6:00 PM | Writing report | |
| Full home - Foxglove Court | 61 Foxglove Court | Cormac Ashworth | Imelda Brandvold | Oct 9, 3:00 PM | Delivered |
| Inspection | Property address | Client | Referred by | Type | When | Status |
|---|---|---|---|---|---|---|
| Full home - Pelican Row | 44 Pelican Row | Odalys Marchetti | Gwendolyn Aldridge | Oct 18, 3:30 PM | On site | |
| Condo - Wharf Lane | 17 Wharf Lane | Bartholomew Ng | Marisol Echeverria | Oct 18, 8:00 PM | Confirmed | |
| Pre-listing - Cypress Hollow | 90 Cypress Hollow | Henrietta Voss | Imelda Brandvold | Oct 14, 4:00 PM | Booked | |
| Full home - Magnolia Court | 12 Magnolia Court | Ingrid and Tomas Alvarez | Tobias Wickstrom | Oct 16, 5:00 PM | Booked | |
| Re-inspection - Larkin Avenue | 205 Larkin Avenue | Rosalba Finch | Lawrence Okafor | Oct 24, 9:00 PM | Booked | |
| Full home - Corbel Street | 33 Corbel Street | Desmond Achebe | Gwendolyn Aldridge | Oct 16, 4:00 PM | Writing report | |
| Condo - Tamarind Way | 8 Tamarind Way | Philippa Kwon | Tobias Wickstrom | Oct 17, 6:00 PM | Writing report | |
| Full home - Foxglove Court | 61 Foxglove Court | Cormac Ashworth | Imelda Brandvold | Oct 9, 3:00 PM | Delivered |
| Referral partner | Brokerage | Phone | Relationship | Last contact | Next touch | |
|---|---|---|---|---|---|---|
| Gwendolyn Aldridge | Summit Ridge Realty | (480) 555-0131 | gwen@summitridgerealty.net | Oct 6, 2026 | Oct 16, 2026 | |
| Tobias Wickstrom | Copperline Homes | (480) 555-0132 | tobias@copperlinehomes.net | Sep 18, 2026 | Oct 16, 2026 | |
| Marisol Echeverria | Desert Bloom Properties | (480) 555-0133 | marisol@desertbloomprops.net | Sep 27, 2026 | Oct 24, 2026 | |
| Lawrence Okafor | Saguaro Street Realty | (480) 555-0134 | lawrence@saguarostreet.net | Oct 13, 2026 | Oct 21, 2026 | |
| Imelda Brandvold | Copperline Homes | (480) 555-0135 | imelda@copperlinehomes.net | Oct 10, 2026 | Nov 7, 2026 | |
| Percival Tamura | Ironwood Group | (480) 555-0136 | percival@ironwoodgroup.net | Sep 3, 2026 | Oct 9, 2026 |
| Invoice | Inspection | Add-ons | Status | Due | Paid on | Mark paid |
|---|---|---|---|---|---|---|
| Invoice - Pelican Row | Full home - Pelican Row | $0 | Unpaid | Oct 18, 2026 | — | — |
| Invoice - Wharf Lane condo | Condo - Wharf Lane | $0 | Unpaid | Oct 18, 2026 | — | — |
| Invoice - Corbel Street | Full home - Corbel Street | $125 | Unpaid | Oct 17, 2026 | — | — |
| Invoice - Tamarind Way | Condo - Tamarind Way | $0 | Unpaid | Oct 15, 2026 | — | — |
| Invoice - Foxglove Court | Full home - Foxglove Court | $150 | Paid | Oct 9, 2026 | Oct 9, 2026 | — |
| Invoice - Pelican Row pre-listing | Pre-listing - Pelican Row | $0 | Paid | Oct 3, 2026 | Oct 3, 2026 | — |
| Invoice - Cypress Hollow | Full home - Cypress Hollow | $0 | Paid | Sep 18, 2026 | Sep 18, 2026 | — |
| Equipment or licence | Kind | Renews or due | Status | Responsible | Mark current |
|---|---|---|---|---|---|
| Inspector licence - Bramwell | May 16, 2027 | Current | Ellis Bramwell | — | |
| Inspector licence - Chaudhary | Nov 21, 2026 | Current | Rani Chaudhary | — | |
| Errors and omissions insurance | Nov 9, 2026 | Due soon | Ellis Bramwell | — | |
| Moisture meter calibration | Oct 12, 2026 | Overdue | Rani Chaudhary | — | |
| Thermal camera calibration | Oct 16, 2026 | Due soon | Ellis Bramwell | — | |
| Report software subscription | Jan 16, 2027 | Current | Poppy Ngata | — | |
| Continuing education hours | Feb 15, 2027 | Current | Ellis Bramwell | — |
| Inspection | Property address | Client | Referred by | Type | When | Status |
|---|---|---|---|---|---|---|
| Full home - Pelican Row | 44 Pelican Row | Odalys Marchetti | Gwendolyn Aldridge | Oct 18, 3:30 PM | On site | |
| Condo - Wharf Lane | 17 Wharf Lane | Bartholomew Ng | Marisol Echeverria | Oct 18, 8:00 PM | Confirmed | |
| Pre-listing - Cypress Hollow | 90 Cypress Hollow | Henrietta Voss | Imelda Brandvold | Oct 14, 4:00 PM | Booked | |
| Full home - Magnolia Court | 12 Magnolia Court | Ingrid and Tomas Alvarez | Tobias Wickstrom | Oct 16, 5:00 PM | Booked | |
| Re-inspection - Larkin Avenue | 205 Larkin Avenue | Rosalba Finch | Lawrence Okafor | Oct 24, 9:00 PM | Booked | |
| Full home - Corbel Street | 33 Corbel Street | Desmond Achebe | Gwendolyn Aldridge | Oct 16, 4:00 PM | Writing report | |
| Condo - Tamarind Way | 8 Tamarind Way | Philippa Kwon | Tobias Wickstrom | Oct 17, 6:00 PM | Writing report | |
| Full home - Foxglove Court | 61 Foxglove Court | Cormac Ashworth | Imelda Brandvold | Oct 9, 3:00 PM | Delivered |
Reports to deliver
| Inspection | Property address | Client | Referred by | Type | When | Status |
|---|---|---|---|---|---|---|
| Full home - Pelican Row | 44 Pelican Row | Odalys Marchetti | Gwendolyn Aldridge | Oct 18, 3:30 PM | On site | |
| Condo - Wharf Lane | 17 Wharf Lane | Bartholomew Ng | Marisol Echeverria | Oct 18, 8:00 PM | Confirmed | |
| Pre-listing - Cypress Hollow | 90 Cypress Hollow | Henrietta Voss | Imelda Brandvold | Oct 14, 4:00 PM | Booked | |
| Full home - Magnolia Court | 12 Magnolia Court | Ingrid and Tomas Alvarez | Tobias Wickstrom | Oct 16, 5:00 PM | Booked | |
| Re-inspection - Larkin Avenue | 205 Larkin Avenue | Rosalba Finch | Lawrence Okafor | Oct 24, 9:00 PM | Booked | |
| Full home - Corbel Street | 33 Corbel Street | Desmond Achebe | Gwendolyn Aldridge | Oct 16, 4:00 PM | Writing report | |
| Condo - Tamarind Way | 8 Tamarind Way | Philippa Kwon | Tobias Wickstrom | Oct 17, 6:00 PM | Writing report | |
| Full home - Foxglove Court | 61 Foxglove Court | Cormac Ashworth | Imelda Brandvold | Oct 9, 3:00 PM | Delivered |
Unpaid invoices
| Invoice | Inspection | Add-ons | Status | Due | Paid on | Mark paid |
|---|---|---|---|---|---|---|
| Invoice - Pelican Row | Full home - Pelican Row | $0 | Unpaid | Oct 18, 2026 | — | — |
| Invoice - Wharf Lane condo | Condo - Wharf Lane | $0 | Unpaid | Oct 18, 2026 | — | — |
| Invoice - Corbel Street | Full home - Corbel Street | $125 | Unpaid | Oct 17, 2026 | — | — |
| Invoice - Tamarind Way | Condo - Tamarind Way | $0 | Unpaid | Oct 15, 2026 | — | — |
| Invoice - Foxglove Court | Full home - Foxglove Court | $150 | Paid | Oct 9, 2026 | Oct 9, 2026 | — |
| Invoice - Pelican Row pre-listing | Pre-listing - Pelican Row | $0 | Paid | Oct 3, 2026 | Oct 3, 2026 | — |
| Invoice - Cypress Hollow | Full home - Cypress Hollow | $0 | Paid | Sep 18, 2026 | Sep 18, 2026 | — |
Agents work against short contingency windows. Fast, clear booking wins repeat referrals.
When the request arrives
Create the inspection with the address, client and agent.
Confirm access, utilities and who will attend.
Send the agreement and payment link.
Mark Confirmed once the agreement is signed.
Day before
Send the arrival window to the client and the agent.
On site
Photos in every area
Notes taken as you walk
Same day
Mark the inspection Writing report.
Write and review the report.
Deliver it by the agreed time.
Mark Delivered and create the invoice.
Follow up
Offer a short call to answer questions within three days.
Referrals are the engine of the business. Keep it personal.
After every referred inspection
Send the agent a thank-you and a link to the report
Monthly
Open Referral partners and use the Next 30 days view.
Call or message each partner and update Last contact.
Move good partners up from New to Regular to Top referrer.
Quarterly
Open Equipment and licences, Next 30 days view.
Start each renewal with the issuer.
Mark Current when proof arrives.
Overdue
Pause using any overdue equipment until it is calibrated.
What's inside
5 tables · 25 views · 1 form · 6 row actions · 1 agent6 pages
- Home Inspection Business
- Dashboard
- Booking an inspection
- Report delivery standard
- Referral partner routine
- Licences and calibrations
4 tables
- Inspections7 views · 12 sample rows
- Invoices6 views · 7 sample rows
- Referral partners6 views · 6 sample rows
- Equipment and licences6 views · 7 sample rows
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