CRM for Home Inspectors

• The problem

  You are in a crawl space when a buyer's agent calls to book, and they dial the next inspector.

  In Kompot.ai

  The online booking page shows your free slots, so the agent or the buyer picks a time without waiting for a call back. Missed calls are logged on the contact, and an unknown number becomes a new contact you can text from the driveway.

• The problem

  The pre-inspection agreement is still unsigned when you pull up to the house.

  In Kompot.ai

  Send the agreement from a template as soon as the inspection is booked, with the client's name, the property address and the fee merged in. The client signs on a phone by link, and the audit trail shows when.

• The problem

  The report is ready, the fee is not paid, and you chase the buyer between inspections.

  In Kompot.ai

  You send the invoice with a card payment link as soon as the inspection is booked. You see whether it is paid before you send the report, and an invoice left unpaid is flagged as overdue.

• The problem

  You do not know which agents sent you buyers this season and which have gone quiet.

  In Kompot.ai

  Each agent is a contact, and a custom field on every client names the agent who referred them. That field gives you a segment of clients per agent, and an email campaign to your agents puts your name in front of them before the spring market.

• The problem

  Radon, sewer scope and termite add-ons are quoted from memory and left off the invoice.

  In Kompot.ai

  Keep the base inspection and each add-on in the price list. Build the estimate from it, the client approves it online, and the approved estimate becomes the invoice with every add-on on it.

What you keep on record

Property details

Address and access notes on the job; year built, square footage and foundation type in fields on the client.

Referring agents

Each agent as a contact with brokerage and preferred way to reach them, and a field on each client naming who referred them.

Signed agreements

The pre-inspection agreement for every job: who signed, the audit trail and a PDF copy.

Services and add-ons

Base inspection by home size plus radon, sewer scope, mold and pool inspections in your price list.

Questions owners ask

Does Kompot.ai write the inspection report?

No. You write the report in your reporting tool. Kompot.ai handles what surrounds it: the booking, the signed agreement, the invoice and payment, the conversation with the buyer and the agent, and the report file stored on the job.

Can agents book an inspection for their buyers online?

Yes. Share the link to your booking page: the agent or the buyer picks a free slot and it appears on your calendar, which syncs with Google Calendar. You then add the address and the add-ons to the job.

Can I hold the report until the inspection is paid?

The system does not lock files, but before you send anything you see the invoice status on the client's record — paid, partly paid or overdue. Clients pay by card through the link on the invoice.

I run a multi-inspector company. Can the office schedule everyone?

Yes. Each job has an assignee and a time window and shows on the shared calendar, so the office sees which inspector is free. Inspectors open their own jobs in a phone's browser, and a role can keep them out of invoices, reports or settings.