Our Standards of Practice

Defining Your Scope with the "Standards of Practice" Page

The "Standards of Practice" (SoP) page is your client portal's dedicated space for the foundational, technical rules that govern your work.

This is one of the most important pages for setting expectations. It is not a marketing page; it is a foundational document that defines the precise scope, limitations, and professional guidelines for your inspections. It explicitly details what an inspection includes, what it excludes, and the professional standards to which you are bound.

Why Is This Page So Important?

• Manages Liability: This is the most critical function of the SoP. It clearly states that an inspection is a non-invasive, visual examination performed on a specific date. It protects you from claims about issues you are not required to find (e.g., concealed defects, code compliance, environmental hazards not part of the scope).

• Sets Clear Client Expectations: This page proactively answers what is and (just as importantly) what is not included in an inspection. It helps clients and agents understand that the service is not a warranty or a guarantee of future performance but a snapshot of the property's condition on that day.

• Establishes Professional Credibility: Publishing your SoP shows that you operate under a formal, recognized standard (such as InterNACHI, ASHI, or state-specific regulations). It separates your service from "just walking around" and frames it as a defined, professional discipline.

• Provides a Central Reference: It gives clients and agents a detailed document to consult if they have questions about the scope of work, such as what components of the electrical system are inspected or why the inspector did not dismantle an appliance.

What to Include on Your "Standards of Practice" Page

This page is a flexible "rich text" editor, so you can use headings and lists to make this technical document as clear and readable as possible.

The content for this page should not be written from scratch. It should be the official text of the SoP you follow.

Here is the recommended structure:

• 1. Introductory Statement:

  • Begin with a clear paragraph stating which Standards of Practice you adhere to. (e.g., "We are committed to quality and professionalism. We proudly follow the [Your State or Association, e.g., InterNACHI] Standards of Practice.")

• 2. The Full, Unabridged SoP Text:

  • Copy and paste the entire, official text of your governing SoP. This is not a place to summarize. The legal and professional protection comes from the specific, detailed wording.

• 3. Use Clear Formatting:

  • Use the rich text editor's tools to structure the document.

  • Use Headings for major sections (e.g., "Definitions and Scope," "Limitations and Exclusions").

  • Use Sub-headings for each system (e.g., "Roof," "Exterior," "Plumbing," "Electrical").

  • Use numbered or bulleted lists to make sub-points clear and easy to read.

Key Sections to Ensure Are Included:

• Definitions and Scope: Defines key terms like "material defect" and "visual inspection."

• Limitations, Exceptions, and Exclusions: This is a crucial section that outlines what you do not inspect (e.g., concealed items, dismantling components, cosmetic issues, predicting service life).

• System-by-System Breakdown: The detailed scope for each major component (Roof, Structure, HVAC, etc.).

• Glossary of Terms (if available): This can be very helpful for clients.

Providing this document in the portal ensures it is always available to your clients and agents, reinforcing your professionalism and clearly defining your service.

Sample “Our Standards of Practice” Page

Sample "Our Standards of Practice" Page

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