FOR ARIZONA HOME INSPECTORS
Flag the concern. Give the client a path. Stay out of the sale.
When an inspection finds a roof or A/C concern, send the finding forward without turning your inspection company into a contractor referral desk.
Create a client handoff →Inspector documents the concern. Client controls what happens next.
01
You find the problem.
Missing tiles. Active staining. An aging roof. An A/C system that deserves a closer look. Your report does what it is supposed to do: identify the concern.
02
Then the client asks the awkward question.
“Who should I call, and what is this going to cost?” That is where an inspection company can get dragged into a decision it was never hired to make.
03
Send the finding forward, not a contractor recommendation.
The property, your finding, and supporting photos become the starting point for the client’s next step.
04
The client can price the path.
Repair, replacement, roof, or A/C. When stronger documentation is needed, the platform moves the property into the appropriate workflow and compares the options.
05
You remain the inspector.
You do not choose the contractor, negotiate the job, or turn an independent inspection into a sales funnel for one vendor.
The inspection report should start the next decision, not become the decision.
Give the client a structured next step while keeping the inspector’s role clean and easy to explain.
01 · INSPECTION FINDING
Turn a vague concern into a usable handoff.
The client should not have to translate a technical inspection note into a contractor request. Carry forward the property, the concern, and the evidence already collected.
- Inspector observation stays intact
- Photos stay attached to the concern
- No contractor recommendation required
INSPECTION CONCERN7421 E Desert Vista RdScottsdale, Arizona
ROOFOBSERVEDLifted / displaced tile at rear roof plane
Localized underlayment exposure visible from accessible inspection position. Recommend further evaluation and pricing by an appropriate roofing provider.
PHOTO 01
PHOTO 02
REPORT NOTE
02 · CLIENT HANDOFF
Give them a next step without owning their contractor choice.
The handoff can move from inspection finding to planning, additional documentation, or project pricing while the client remains in control.
- No “my roofer” pressure
- No obligation to proceed
- Inspector is not the project salesperson
CLIENT HANDOFFRoof concern
IN PROGRESSThe inspector can hand off the concern without selecting the provider or managing the job.
03 · CLIENT DECISION PATH
Roof or A/C. Repair or replacement. The path changes with the finding.
A cracked tile and a failing 17-year-old A/C system are not the same problem, so they should not be forced through the same canned referral.
ROOF PATHRepair pricing
CLIENT CHOOSESSTARTING POINTLocalized tile / underlayment concernDocument scope, then collect repair pricing.
Illustrative pricing shown. Actual pricing depends on the property and documented scope.
04 · ROLE SEPARATION
Your credibility is worth more than a referral fee.
The strongest version of this program keeps the line obvious: the inspector identifies the concern, the client decides whether to pursue it, and the contractor earns the job separately.
- Inspector identifies and documents
- Platform organizes the next step
- Client chooses the provider
A HANDOFF THAT DOESN’T DISAPPEAR
The concern can stay attached to the property after the inspection is over.
If the client proceeds, project documents, completion photos, repair or replacement history, and warranties can stay organized by address instead of dying in an email thread six months later.
PROPERTY RECORD7421 E Desert Vista RdACTIVE
Inspection findingClient handoffProject decisionCompletion record
Flag the concern. Give the client somewhere useful to go next.
Start with the property and the inspection finding. The client can decide whether they want planning information, more documentation, repair pricing, replacement options, or nothing at all.
Create a client handoff →AZ Roof Estimator does not replace the home inspection or make the inspector responsible for contractor selection.