FOR HOME INSPECTORS
Keep the property, appointment, report and payment moving together.
Capture property and agent details, protect fixed inspection windows and keep scope, report delivery, payment and referral proof connected.
Built for solo operators. No sales call required.
WHAT CHANGES
Keep property and agent details ready for the next job.
When a customer calls again, find the previous work, relevant service details and agreed next steps together.
Arrive with the details you need
Check the request and access instructions before you leave, so the visit starts with fewer unanswered questions.
Avoid asking the same questions again
Refer to previous work when an existing customer gets in touch, instead of asking them to explain everything from the beginning.
Make the next step clear
Keep completed work, outstanding items and payment details together so you and the customer know what still needs attention.
HOW IT WORKS
From the first request to the next visit.
Agree what the customer needs, leave enough time for the visit and keep a clear account of what was done.
Kept together through the day
- Customer details stay with the job
- Notes are ready before the visit
- Invoicing follows completed work
STEP 01
Confirm the request
Check the customer’s details, the work requested and anything you need to clarify before committing to a visit.
STEP 02
Agree the visit and price
Allow time for travel and the work itself. Explain the estimate and get the customer’s approval before starting additional work.
STEP 03
Record the result and follow up
Note what you completed, invoice the agreed work and arrange any return visit the customer needs.
WHAT YOU GET
Practical support for home inspectors.
TradePocket is not inspection-report authoring or standards-of-practice software. Use the specialist reporting tools required by your work.
Useful request details
Collect the property address, size, age, occupancy, buyer and agent contacts, access and requested inspection scope.
Trade-specific history
Keep property facts, scope changes, report status, communications and payment with the inspection record.
A realistic schedule
Protect the agreed inspection window and allow enough time for the property size, travel and report preparation.
Clear estimates and approvals
Present the base inspection and optional services clearly before the appointment is confirmed.
A complete job record
Record completion, deliver or link the report through the approved process and keep payment status visible.
Relevant repeat work
Make referral reviews easy after report delivery without pressuring the customer or agent.
COMMON QUESTIONS
Clear answers before you start.
How does TradePocket support home inspectors? +
Collect the property address, size, age, occupancy, buyer and agent contacts, access and requested inspection scope. Keep property facts, scope changes, report status, communications and payment with the inspection record.
What specialist work stays outside TradePocket? +
TradePocket is not inspection-report authoring or standards-of-practice software. Use the specialist reporting tools required by your work.
Is TradePocket designed for a one-person business? +
Yes. TradePocket is made for people running a service business on their own, with customers, jobs, invoices and follow-ups kept together.
Can I use TradePocket on my phone? +
Yes. Use TradePocket on desktop and phone so the day’s jobs, customers and payments are available wherever you are.
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Less admin starts here
Keep the work moving and the whole business under control.
Bring your schedule, customers, invoices, payments and useful follow-ups into one calm workspace built for people doing the work.
Start using TradePocket