New Customer Onboarding Checklist for Home Inspectors

Pricing depends on size and complexity; a 3,000 sq. ft. home takes longer and costs more than a 1,200 sq. ft. condo.

Knowing if it is a slab, crawl space, or basement helps you pack the right gear and allocate enough time.

Upselling a $150 radon test or $200 sewer scope during the first call can turn a $400 job into a $750 job.

Tools like SkipCalls ensure you never miss a lead when you are on a roof or in an attic and cannot answer the phone.

Ask the buyer or agent to ensure water, gas, and electricity are turned on so you do not have to charge a re-inspection fee.

You must have a signed contract before you set foot on the property to protect yourself from liability.

Ensure you have the correct Supra or SentriLock access so you are not stuck waiting at the front door.

Tell the client if they should arrive at the start or come for the final hour for the summary walk-through.

Rain or snow can prevent roof access; call the client early if you need to reschedule the exterior portion.

A quick automated text builds professional trust and lets the agent know you are on schedule.

If the seller's boxes are blocking the attic hatch, you cannot inspect it; move them or document the limitation immediately.

Prioritize the Roof, HVAC, Plumbing, Electrical, and Foundation so you have the major info ready for the client walk-through.

Clear photos of double-tapped breakers or rusted heat exchangers save you from disputes later.

Buyers are on tight 'Inspection Contingency' deadlines; speed is your best marketing tool for real estate agents.

A 2-minute video explaining the top 3 concerns helps the buyer understand the report without panicking.

Do not release the final report until the $300-$800 fee is paid in full.

After the buyer thanks you for the thorough job, send a direct link to your review page to build your online presence.

Thank the agent for the referral; being reliable and easy to work with keeps you on their preferred vendor list.