There is so much more to running a home inspection company than just doing inspection reports. That is why we built Autopilot.
Autopilot is a suite of powerful features that automate job scheduling and the back office tasks of providing your home inspection services. It is our biggest update since we launched Tap Inspect over 10 years ago.
We had three goals when building Autopilot.
- Reduce the hassles of providing home inspection services.
- Save you the time spent doing repetitive scheduling chores.
- Deliver a better inspection experience to your clients and your agents.
We translated all of the best practices that we’ve developed in our 20+ years of personal experience in the home inspection industry into building a shockingly easy-to-use system. It is simple, sleek, and efficient. Just like the Tap Inspect reporting app.
Autopilot is based on the idea that clients contact you to provide some type of service. Usually a service like a home inspection. Once you set up your services Autopilot takes care of the rest. Just set it and forget it to prevent costly mistakes and remove worry. Learn more about Services in our help center.
Have confidence that you are providing a professional experience, regardless of how busy you are. You will have happier client relationships by earning more positive reviews and referrals to grow your business.
Scheduling Made Simple
When it comes to booking new inspection jobs it usually comes down to availability and price. Scheduling jobs with Autopilot makes it simple to get to both quickly and simply. We designed the scheduling workflow based on how you already talk to potential clients on the phone.
Your Tap Inspect calendar makes it easy to find open availability at a glance, even with multiple inspectors. Connect your personal Google calendars to block out time so you don’t double book.
The simple price calculator easily lets you bid the job on the phone so you can book it on the first call. Then it’s as easy as getting the property information and the people involved.
Provide a Better Inspection Experience
The web based Client Portal provides a professional experience to your clients and agents by putting everything related to their inspection in one place. To add more of a professional touch it is branded with your Company and User information.
Clients & agents are kept notified with important updates or when they need to take action with Autopilot’s automated Messaging system.
There’s no need to manually send messages. You can also customize the messaging language across all of the automated emails.
Agreements and E-Signing
Autopilot Agreements help prevent a simple mistake from costing you thousands later. Reduce your home inspection liability by sending your agreements as soon as you schedule a new job and by requiring signatures on your agreements before anyone can access your inspection results. Your clients can electronically sign or sign in person on your device when you are at the job.
Agreements are automatically added and sent before the scheduled job to give your client plenty of time to review and ask any questions. Add one or multiple agreements for each job. You can also add or remove agreements after the job has been confirmed.
Autopilot Agreements are much cheaper than services like Docusign and easier than manually sending agreements from another service. Learn more about Agreements in our help center.
Invoicing and Price Calculators
Autopilot Invoices are created for you automatically from the services you are providing on the job. The Invoice feature lets you choose to require payment before clients can access the inspection results so you can quit chasing clients or manually sending reminders for payment.
No more guesstimating because Autopilot does the math for you. The customizable price calculators work for any business and accommodate multiple variables like square feet, travel distance, age of home, crawlspace, etc They even work with optional add-on services like Radon Testing, etc Learn more about Invoicing in our help center.
Tap Inspect Payments is an optional feature that provides a Pay Now button on your invoices. That makes it quick and easy to get paid by your clients. You will often get paid before you even show up for the inspection.
With Tap Inspect Payments there is no more switching between payment systems or double entry job prices and contact info. You can accept payment through the mobile app at the job site, over the phone in the office, or clients can pay directly from the Client Portal.
Accept all major credit cards and the fees are competitive with other credit card processing alternatives. Learn more about Payments in our help center.
Get Started with Autopilot
Some home inspectors will only need the ability to send agreements and collect signatures. Other inspectors may also want the ability to send invoices and to enforce payment before anyone can access the inspection results. You choose what features and what restrictions you want to enforce for your clients.
The best part is that you can start today without any extra costs because all these features are included in your existing Tap Inspect subscription.
Getting started is simple. Go to your Autopilot settings page of your web account to take the Quick Tour. Then use our 4 step setup wizard that will help you set up your first Service along with a sample agreement and some default pricing to get you up and running.
Get started with Autopilot to take control of your business today!