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Blueprint

Home Inspection

One platform does almost all of it. The work is turning it on.

At a Glance

Layers
9
Install Steps
7
Setup Pages
2

What This Is

The Stack, and Why

Home inspection is the one vertical with a near-universal system of record. That makes the build unusually clean: most of what a business needs is already inside a license it pays for monthly, and the job is configuration rather than procurement.

System of Record
ISN
Orders, scheduling, agreements, fee rules, report delivery, agent and client records. The spine of the business.
Intake
Online Scheduler Into ISN
A booking request becomes an order with the agent and the source attached, not an email.
Documents
ISN Agreements
The pre-inspection agreement attached to the order type, signed before the visit, blocked from progressing unsigned.
Messaging
ISN Automated Messaging
Six sends from booking to review, written once in the owner's voice.
Payments
ISN Payment Collection
Taken before the report is released, which is the only leverage point in the engagement.
Phone
OpenPhone
One business number that rings every inspector, with missed-call text-back and every call on the order.
Reviews
Review Automation on Report Delivery
Fires on its own, routed to one platform per request.
Visibility
Google Business Profile
Categories, service areas and hours kept right; reviews answered from the record.
Accounting
QuickBooks
Fees and agent commissions land once.

Install Order

Sequence Matters

  1. Claim and correct the Google Business Profile. Free, immediate, and it gates the visibility work.
  2. Audit the ISN account against the seven settings that are usually at default.
  3. Turn on the day-before reminder alone, and leave it two weeks.
  4. Attach agreements to order types, then set the fee schedule.
  5. Rebuild the site so a booking request becomes a tracked order.
  6. Set the review request to fire on report delivery.
  7. Only then consider anything new.

What It Replaces

Before This

A calendar, a personal phone, a folder of PDF agreements, and a Friday afternoon spent remembering who to ask for a review.

Home inspection is one of two verticals where this rests on delivered work rather than inference.

On CRM selection. Where your industry platform already holds the customer, it is the CRM and we configure it. HubSpot comes in for what it does not do. Every stack is chosen against written requirements, with live demos, before anything is bought.

Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with any platform named here.

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