Help / Field writing

SOP and walk-order templates

New workspaces get InterNACHI-style residential, a walk-order pack, plus 4-point, roof, and radon. Duplicate before you rewrite.

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  1. Step 1

    Two ways to walk

    SOP sort follows standard sections (roof, exterior, electrical). Walk-order follows the path through the house. Pick the pack that matches how you inspect.

  2. Step 2

    Make it yours

    On every plan, open a template and use Report look: pick a cover layout, reorder fields, set fonts and colors, and choose which body sections print. Edit the disclaimer and standards of practice, attach SOP or certificate addenda, regional notes, the narrative library, glossary, and required SOP captures (photos and notes the writer will flag). Duplicate a pack so the original stays as a backup.

  3. Step 3

    Specialty jobs

    4-point, roof certification, and radon templates are ready for shorter visits. Assign the right template when you start the writer.

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