Home Inspector Business Spreadsheet | CRM, Quotes, Inspections, Findings & Profit Tracker

Run your home inspection business from one organised Excel system.

The BusinessOSLab Home Inspection Business OS is an instant-download Excel business-management system designed for independent home inspectors and small inspection companies.

Manage leads, clients, properties, referral partners, quotes, inspection scheduling, job profitability, findings, photo evidence, report delivery, invoices, mileage, equipment, renewals, reviews and business performance — all from one organised workbook.

WHAT’S INCLUDED

• Blank Excel workbook ready for your business

• Filled example workbook showing the complete system in use

• Quick Start PDF guide

• README file

• 24 integrated business-management sheets

24 BUSINESS MANAGEMENT SHEETS

Quick Start, Business Settings, Services & Pricing, Add-Ons & Tests, Lead & Enquiry Tracker, Client CRM, Property CRM, Realtor & Referral Partner Tracker, Quote & Pricing Calculator, Inspection Schedule & Route Planner, Inspection Scope Planner, Inspection Job & Profit Tracker, Findings & Defects Log, Photos & Evidence Register, Report Delivery & Turnaround, Invoice & Payment Tracker, Expense Tracker, Mileage & Travel Tracker, Equipment & Tool Tracker, Credentials & Renewals, Reviews & Referrals, Client & Partner Follow-Up, Service & Business Profitability and Business Dashboard.

BUILT FOR HOME INSPECTION BUSINESSES

Track:

• Leads and client enquiries

• Property and client records

• Realtors and referral partners

• Quotes and pricing

• Inspection scheduling and route planning

• Standard, pre-listing and new-construction inspections

• Inspection findings and defect severity

• Photo and evidence references

• Report preparation and delivery

• Job revenue, costs and gross profit

• Invoices and overdue balances

• Mileage and expenses

• Equipment and renewal dates

• Reviews and referrals

• Service profitability and monthly performance

AUTOMATED DASHBOARD

Monitor completed revenue, gross profit, accounts receivable, completed inspections, average job value, gross margin, report turnaround, lead conversion, upcoming inspections, quote pipeline, findings, late reports, equipment alerts, referral revenue and monthly performance.

IDEAL FOR

Independent home inspectors, small inspection companies, residential property inspectors, buyer and pre-listing inspection businesses, new-construction inspectors and businesses built around realtor referrals.

COMPATIBILITY

Microsoft Excel .xlsx format. Best used in Microsoft Excel. Compatibility with Google Sheets, Apple Numbers or other spreadsheet applications is not guaranteed.

IMPORTANT

Digital download only. No physical product will be shipped. No subscription required.

This is an organisational and business-management tool and does not replace professional inspection reporting software, inspection standards, insurance, licensing, certification requirements or professional advice.