Home inspection pre-inspection agreement checklist

Home Inspection Business | PublicProof Academy working document

Confirms each client agreement is signed before the inspection and contains the terms your state and your attorney require.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Before booking

Property address, type (single family, condo, 2-4 units) and approximate square footage recorded
Client name and contact recorded (buyer, seller or other)
Contract inspection deadline recorded
Add-ons selected: radon, WDI, sewer scope, drone, re-inspection
Add-on credentials confirmed for this jurisdiction

Agreement terms

Scope follows state standards of practice (cite the standard)
Exclusions listed (e.g., code compliance, concealed defects, environmental testing not ordered)
Fee and payment timing stated (paid before report release)
Any limitation or dispute clause reviewed by local attorney for enforceability
License number shown where state law requires
Required state notices attached (e.g., Oregon consumer protection notice)

Signature

Client signed before inspection began
Copy stored with job file
Agent received copy only with client permission

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.