Home inspection complaint and claim record

Home Inspection Business | PublicProof Academy working document

Documents every client complaint or claim, the evidence reviewed, and the notice to your E&O carrier and licensing agency.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Intake

Date complaint received and how
Job ID, address, inspection date
What the client says was missed
Deadline in agreement or policy for notice

Review

Signed agreement located
Report section and photos for the item reviewed
Was the item visible and accessible on inspection day?
Was a limitation or recommendation to consult a trade written?

Response

E&O carrier notified (date, claim number)
Written response sent after carrier guidance
No admission of fault or repair promise without carrier approval
Licensing board complaint response filed by deadline if one was opened
Lesson recorded for report template

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.