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Tidy for Home Inspectors
Business template

Tidy for Home Inspectors

Run your whole inspection business from one workspace. Capture photos and dictation on-site as facets, let AI assemble a bespoke, SOP-structured report you review and send before you leave the driveway — with pre-inspection agreement e-sign, pay-before-release billing, and 5-year retention built in.

home inspectionfield worksoloreports
Use this template

Free to add. Sign in and it applies to your workspace.

What it looks like

  • The Inspection Pipeline kanban with columns from Scheduled through In Progress and Report Drafting to Report Sent, holding job cards.
    Every job on one board, from the booking to the report landing in the client's inbox — drag a card to move the job on.
  • The Photo Gallery view grouping on-site findings by area, each with an observation, a severity and a recommendation.
    Findings captured on site, filed by area with the observation, the severity and the recommended action already attached.
  • The Field Checklists page listing standards-of-practice checklists for roof, exterior, structure, electrical, plumbing, HVAC, interior, insulation and fireplace.
    Standards-of-practice checklists for all nine systems, ready to fill in on site and assemble straight into the report.
  • The Awaiting Payment table listing unpaid invoices with the customer, the amount and the date issued.
    Invoices still outstanding, so no job ever gets inspected, reported and quietly never billed.

What you get

  • 13
    Facets

    Inspection, Property, Inspection Photo, Invoice, Roof Checklist, Exterior Checklist, Structure Checklist, Electrical Checklist

  • 6
    Notes

    Inspection Hub, Inspections, Properties, Field Checklists, Inspection Photos, Invoices

  • 17
    Saved views

    This Week's Inspections, Awaiting Payment, Reports Sent, Inspection Pipeline, Photo Gallery, All Inspections, All Properties, All Invoices

  • 4
    Workflows

    Send Pre-Inspection Agreement on Booking, Agreement-Signed Start Gate (fail closed), Assemble Report on Completion, Pay-Before-Release Export Gate (fail closed)

  • 1
    AI employee

    Inspector's Assistant

  • 1
    Defense rule

    Inspection Lead & Booking Intake

  • 4
    Folders

    Inspections, Reports, Photos, Agreements

  • 7
    Pins

    Inspection Hub, Inspections, This Week's Inspections, Awaiting Payment, Reports Sent, Field Checklists, Inspection Photos

  • 15
    Content templates

    New Inspection, New Property, New Inspection Photo, New Invoice, New Roof Checklist, New Exterior Checklist, New Structure Checklist, New Electrical Checklist

  • 13
    Content templates.facet

    New Inspection, New Property, New Inspection Photo, New Invoice, New Roof Checklist, New Exterior Checklist, New Structure Checklist, New Electrical Checklist

  • 2
    Content templates.note

    Home Inspection Report, Pre-Inspection Agreement

  • 2
    Settings

    retention, user_preferences