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TOPIC: Handling Common Issues

Handling Common Issues 12 years 3 weeks ago #48213

I'm always looking for ways to shorten reporting time and I have read many of the dicussions on here about wanting commonly used comments to be preloaded on templates. David Macy specifically uses a client file to accomplish this as I'm sure other do as well.

My question is, how to you guys handle the wording of those comments and what type of comments are you pre-loading or adding to every report? ? I know many comments are just informative in nature and so guys are adding them to every report. I am finding that some of the following issues show up at almost every house, and I would like to just have a prewritten statement in those sections and skip the additional photos and clicking of different comments. For instance:

- Gutter drainage too close to home
- gaps at penetrations through the exterior walls
- Plants touching the house or roof
- open seams in cladding/trim which need sealed at windows and doors
- grading toward the structure
- previous stains on framing around plumbing fixtures
- common cracks in sidewalks, patios, driveways, drywall, plaster and even those in the foundation
- and I'm sure a host of other common problems

Do any of you guys write comments which you automatically insert in every report to address these types of issues. There is a balance between not doing busy work on minor issues and giving your client a custom, well thought out report. I'm just wondering if other inspectors are using "pre-emptive" comments whether those issues are present at the subject home or not. Or do you think it is important to have a photo of each of these issues and a related comment only when it is present at your subject home?

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Title: Home Inspection Peoria, IL
URL:  www.aaintegrityhomeinspection.com

Re: Handling Common Issues 12 years 2 weeks ago #48218

Many write defect only reports.  Many don't include every defect in their summary, some because of state law.  Many don't comment on items if there is nothing wrong.  Many won't describe items unless required by law.

I look at it this way.  I work for my clients but it is MY business.  I choose to report on everything, good or bad as a way to protect myself.  I want my clients to know that I physically inspected something and either found a defect or didn't.

The vast majority of my comments are in my library, built into my template. Click the TITLE and in the report it goes to the appropriate area.  Because I comment on everything, my reports take longer but the clients appreciate it.  1 call back in 7 years for an item that was buried by snow on the outside and a wall on the inside.  When the client sees a comment, they know you looked.  If you don't comment, how does the client know it was inspected?  How do you remember 6 or 8 months later if you looked?  Lengthy reports?  Perhaps.  CYA every time.  A template is never, ever finished.  It evolves over time and with experience.  But the initial build could take days or weeks to get it where I want it.

I also am a firm believer that the summary should include every defect, big and small, and it should be at the end of the report.  I want the client to read the full report with the defects scattered throughout the report as a preparation for the pages of red ink at the end.  It is explained to the client during the introductions. 

I am also not a fan of fractured statements.  I like full sentences.  A one word description like, "Satisfactory", is not my style and I feel is lazy.  Once your template is built, it doesn't take any longer to click a full comment than it does a check box, especially if your have given your comments titles.  If something doesn't exist, I would never put a comment about something that is not germane  to that home.

Rambling and venting over for the night.  Back to my Patron Cafe.

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There is nothing sweeter than the smell of fresh cut grass on a baseball infield, the click of a wooden bat and the taste of a hot dog at a warm sunny daytime double-header.

Re: Handling Common Issues 12 years 2 weeks ago #48267

Cameron.
I am with you on the pre written statement idea. This is what I've done or "am doing".

I have taken all the items in each section of the SOP and briefly described their function, importance and maintenance. This info goes into a document and is listed at the top of each section in the report. Then for the most part, for each item inspected, its IN NI NA etc, location, in need of repair....It takes awhile to set up the documents but it is informative and educational to the client and it also ensures I include everything in the report I need to, not that any of us would ever forget anything. I include a lot of photos, make comments on the good or unique items and explain how the house works as a system.

The template is still a work in progress (Stephen is right saying it is never finished)but it gets better every day. My goal is to provide a report that lets the client know how the house works, where every thing is, what condition its in and what they can do to make the home more energy efficient......AND, in as little time as possible.

Also, as Dom has suggested, I found it much much easier and FASTER to report on rooms rather than systems.

Cheers

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Last Edit: by Tim Armsworthy.
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