Help / Clients and payment
Send the agreement
Contracts live on the job. Clients sign in the portal — typed signature on every plan, or DocuSign / Dropbox Sign on Team and Scale.
Step 1
Pick the template
Firm settings hold contract templates. The job uses your default unless you choose another.
Step 2
Send for signature
Open the project and send the agreement. The client signs in the portal. Typed e-sign is on every plan. Team and Scale can connect DocuSign or Dropbox Sign.
Step 3
Track it on the card
Signed vs waiting shows on the job. Pair this with hold-until-paid so the PDF does not go out early.
Related
Hold the report until they sign and pay
Agreements and invoices live in the client portal. You can keep the report gated until both are done.
Invoices, Stripe, and PayPal
Client invoices are your inspection fees. Connect Stripe or PayPal under Firm Billing. Inspecta Home’s own subscription is under Account → Billing.
Using the client and agent portal
Buyers open jobs to sign, pay, and read the report. Agents see the same job and can mark repair-request items.
Still stuck?
Talk to Inspecta Home
Chat with support from the app, open a ticket, or email hello@inspecta.test. Inspecta Home 360 is the software, not the inspector.