Anthony DiPonio Posted February 2, 2004 Report Share Posted February 2, 2004 It is my intention to provide a checklist style report upon completion of the inspection and follow up with a detailed written report within two days as well as provide the client with a comprehensive home maintenance manual. Is this the correct method? Thanks, Tony Quote Link to comment Share on other sites More sharing options...
E. Burns Posted February 2, 2004 Report Share Posted February 2, 2004 Hi Tony Any inspection report that follows which ever, if any, standards you are obligated to follow is correct. The way we do it (personal choice) is the client does not get any form of report until the following day. The clients are surprised in most cases that the report was emailed so soon. If you do give a checklist some clients will have made their negotiations based on the checklist prior to getting the report and regret it. Ellen Quote Link to comment Share on other sites More sharing options...
a46geo Posted February 3, 2004 Report Share Posted February 3, 2004 Anthony, You do have a lot of questions. You must have given this a lot of thought and be semi-serious here. The problem with your approach is timing. Many of the people that you deal with won't have that much time to wait. They will have to sign off on the inspection before even getting your report, much less "digesting" it. The timing may cost you more business than you can afford just starting out. George Quote Link to comment Share on other sites More sharing options...
kurt Posted February 3, 2004 Report Share Posted February 3, 2004 I agree w/ Ellen & George; there are some fundamental problems in the approach. This is such a profoundly deep subject, it is hard to address it without writing an encyclopedia. Have you ever been to one of the conventions where there are approx. 20 different reporting software packages available? What packages are you familiar with? Were any attractive to you? I'm just trying to get an idea of how you want to write reports; any additional background is helpful. Quote Link to comment Share on other sites More sharing options...
Erol Kartal Posted March 31, 2004 Report Share Posted March 31, 2004 I've been using field notes to gather my information and prepare report at home using PalmTech for Windows. My turn around time is within 24 hours. I lose some business from time to time because I don't do on site reporting, nor will I for some time to come. Do any of you follow a similar procedure? Thanks Erol K. Staying out of Kurt's turf ' Quote Link to comment Share on other sites More sharing options...
Brian G Posted April 1, 2004 Report Share Posted April 1, 2004 I have a set of sheets I made for myself in Word, based on all of the books, etc. recieved at basic training, and the software I bought. Room by room, system by system, it walks me through each part and ask the questions I need to have the answers to. I fill those out in the field, then come back to the computer to run it up on the software. I think it's smart to not do an on-site report when you're green, even if it costs a few jobs. Take your time, forget about how long it takes or what that works out to per hour, it's irrelevant. One bad screw-up could cost a lot more. When you're new each inspection is an opportunity to practice the craft and notch a happy client on your gun, but it's also a potential disaster. Dot the "i's" and cross the "t's", make yourself comfortable with a report before you hand it over. Personally I'm looking around at a lot of options to try to increase my productivity, but I know what I really want and don't want now, much moreso than in the beginning. Brian G. Quote Link to comment Share on other sites More sharing options...
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