---
title: "Tidy for Home Inspectors template — Tidy"
description: "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…"
url: https://www.tidy.engineering/templates/home-inspector
last_updated: 2026-09-17T22:18:04.000Z
---

[All templates](https://www.tidy.engineering/templates)

![Tidy for Home Inspectors](https://www.tidy.engineering/marketplace/home-inspector/hero-home-inspector.webp)

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 inspection field work solo reports

[Request access](https://www.tidy.engineering/?template=home-inspector#waitlist)

Tidy is in private beta. Request an invite to use this template.

## What it looks like

- [![The Inspection Pipeline kanban with columns from Scheduled through In Progress and Report Drafting to Report Sent, holding job cards.](https://www.tidy.engineering/marketplace/home-inspector/inspection-pipeline.webp)](https://www.tidy.engineering/marketplace/home-inspector/inspection-pipeline.webp)

  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.](https://www.tidy.engineering/marketplace/home-inspector/photo-gallery.webp)](https://www.tidy.engineering/marketplace/home-inspector/photo-gallery.webp)

  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.](https://www.tidy.engineering/marketplace/home-inspector/field-checklists.webp)](https://www.tidy.engineering/marketplace/home-inspector/field-checklists.webp)

  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.](https://www.tidy.engineering/marketplace/home-inspector/awaiting-payment.webp)](https://www.tidy.engineering/marketplace/home-inspector/awaiting-payment.webp)

  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