Look somebody up
Who am I talking to?
Tap one and their details go in the right place.
1How they came to us buyer direct, or which agent referred them
2Customer
First name
Last name
Phone
Email for the proposal + report
3Property Tap Look up to fill from property records
Inspection address
Street view
Satellite
Tap to view photos
No public record for this address. That is why there is no photo and
no size or year above — the records have no house here. Check the address with
the customer, it is usually a house number or a street misheard on the call.
Sq ft tap to edit
Beds / Baths tap to edit
Year built tap to edit
Lot size tap to edit
Property type
Stories tap to edit
See the listing photos
opens in a new tab — your call stays open here
4Inspection package
Auto-priced for sq ft
Silver
$—
Full General Home Inspection — all major systems & components. No thermal imaging or sewer scope.
Popular
Gold
$—
Everything in Silver + infrared thermal imaging — finds hidden moisture & leaks.
Most complete
Platinum
$—
Everything in Gold + videotaped sewer-line scope — catches costly blockages & cracks.
Multifamily
$—
Worked out from the units, the buildings, the size and the year built.
5Property details & add-ons tap everything that applies — pricing modifiers
Multifamily
The quote
Jeannine has not set her multifamily prices yet
Why this price 🏠 From the property records
Foundation & type ⚡ Justine asks these on the call
Crawl / Basement
Slab
Multi-unit / duplex
Manufactured
Property details
New construction
📅 Warranty re-inspection email in 9 months
Guest house / ADU
Pool
Spa / hot tub
Travel zone
Add-on services
Termite / WDOWood-destroying pest check
+$70
Mold air testing2 indoor + 1 control · lab report
+$399
Sewer scopevideotaped line scope
Thermal imaging
6Office notes
7Customer notes
8Notes to the customer
9Notes to the inspector
What the inspector told the office about this customer — his end-of-job note and his messages about this job. Kept on the record.
Nothing from the inspector yet.
11How was the customer?
Saved ✓
Internal — client won't see this
Adjust price
$
What the customer sees
Gold Package$475
Total$475
Send
They haven't chosen a package yet
Customer approves, books a time & pays — all from the one email.
Inspection
Not scheduled yet
Pick the day, time and inspector on the calendar.
Where this lead is
Call takenNobody has called
Recap and quote sentJustine sends the three packages as soon as the call ends — no price picked
Their quoteNo quote sent yet
Quote updatedThey added something — a new price went out
They come backTheir reply lands right here
Confirming day & timeCall them back to lock the schedule, then send the confirmation email
Booked & signedAgreement signed → your date is held
PaidThe money is in
Receipt sentTheir Payment receipt letter goes out
Inspector assignedJeannine assigns the job
Inspector confirmedThey tap Confirm on their job sheet
Inspection doneThe inspector says the job is finished
Report receivedThe inspector hands their report in
Report sentThe report goes to the customer
Check-inThe day after the report — everything clear?
Review askedJeannine asks them for a review