Inspectors
Inspection before a property purchase: planning checklist
Coordinate the appointment and share the inspection report in an authorized conversation. Use this guide before a new assignment, then return to it when the scope or schedule changes. Confirm the details with your client and record who owns the next step.
On this page
Build a useful job brief
Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.
- 1
What is the inspection purpose and agreed scope?
- 2
Which areas or systems may be inaccessible on the visit date?
- 3
How will limitations, photos and report delivery be explained to the client?
Scheduling
Confirm the inspection address, appointment time and authorized attendees. Record access arrangements and the agreed inspection scope before the visit. Keep a follow-up appointment separate when the client requests additional review.
Explore this toolFiles & documents
Attach the report and relevant photos to the correct client record. Use descriptive filenames and keep the final report distinguishable from drafts. Check the intended recipients before sharing observations or documents.
Explore this toolClient portal
Share the completed report through the client relationship and collect follow-up questions in one place. Record which questions have been answered and which need professional review. Keep the report’s scope and limitations with the deliverable.
Explore this toolBefore you hand off the work
Adapt this operational checklist to your agreed scope and professional requirements.
Put the plan into practice
Start with one client record and one clearly scoped job. Link the service address, relevant files and agreed next action. Review the plan with the assigned teammate before the first visit, and update the record when the client approves a change.
