IRB Cloud Feature Set

Streamline Your Inspections. Simplify Your Business. This software offers a comprehensive suite of features to write reports and manage your home inspection business. You can schedule appointments, manage clients and their properties, track financials, and automate tasks. It includes a Due Diligence Portal© where clients and agents can collaborate on action items request lists..

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• Report Writing

  • Integrated Inspection Form Structure

  • Built-In Templates for Various Home Types (Slab, Crawl-Space, Townhome, Historic, ...)

  • Comprehensive & AI-Powered Statement Library

  • Simple per Report Customization

  • Interactive Web-based Report Delivery

  • Secondary Service Report Building/Template Tools (Radon, Mold, ...)

• Email & Messaging

  • Create, Edit and Save Email Templates

  • Send Emails to New or Old Clients

  • Schedule & Automate Sending Emails & Digital Contracts

• Due Diligence Portal© (Exclusive Feature)

  • Clients & Agents can Create Action Item Lists (Ex: Repair or Request Lists) for Scheduling & Negotiation

  • Easily Create Re-Check Inspection Sheets from Client Generated Action Item Lists

  • Allow Specialists (Contractors, Engineers, ...) to Generate Estimates from Action Item Lists.

• Tracking & Management

  • Track Fees for Home Inspections Separately from All Inspection Services

  • Manage, Review, and Export Year to Date Revenue Charts

  • Enable or Disable Client Access to any Report, File, or Property

  • Invite Clients to Create Their Own Account

  • Track Download Counts and View Dates

  • Custom On-Page & Emailed Alerts for All Features (Emails Can Be Disabled)

  • Limit Property Access After Closing Date

• Add an Inspection Property

  • Create Inspection Properties with Details & a Property Cover Photo

  • Add, Associate, and Control Access to Property Reports (PDF Format)

  • Add Clients to Properties for Direct Access Through Their Own Portal

  • Create, Edit, & Send Custom Invoices and Contracts for Digital Signatures

  • Link your Home Inspection Report to Allow Clients to Create Custom Action Item (Repair) Lists from the Due Diligence Portal©.

• Business Automation, Calendar Management, & Smart Scheduling

  • Enable contracts & invoices to be sent to clients automatically when they schedule an inspection. Then all you need to do is Inspect!

  • Add a Live Inspection Scheduler to your Website, Allowing Clients to Choose Times & Dates Based on Your Smart Settings

  • Manage and View Daily, Weekly, and Monthly Calendars/Agendas

  • Have Your Weekly Agenda Emailed Directly to You Once a Week

  • Allow Clients to See What Inspections They Have Scheduled With You Without Sharing Your Full Schedule

• Digital Contracts & Invoices Generation

  • Customize The Text of Your Own Digital Contracts

  • Manually Send Contracts to Clients for E-Signature or Automate It.

  • Create Invoices & Save Separate Fees for Each Service.  Fees Automatically Associate with Contracts

  • Contracts & Invoices Are Emailed Directly to Any Client & Saved in Your Inspection Property Online

• Business Integration

  • Client Login Portal: Embed on Your Website to Allow Clients to Directly Login & View Your Properties

  • Live Smart Scheduler: Embed on Your Website to Allow Clients to Directly Schedule With Your Company

  • Export Year to Date & Past Years Revenue Charts in Excel Format

  • Add Business Logo & Profile Photos to your Account & Email Signatures

  • Automate Sending of Pre-Inspection Checklists & Digital Contracts Before or After Inspection Dates

  • Integrated Payment Processing of Inspection Invoices

• Client & Agent Access

  • Invite Clients & Agents to Create Their Own Free Account

  • Client & Agent Accounts Have Private Calendars, Email Functionality, Property Access, and More.

  • Client & Agent Portals Only Have Access to Properties, Inspectors, and Files Shared Directly With Them

  • Alternate: Inspectors Can Share a Public Clickable Link to Allow Client Access With No Account Needed.

• And More!