Link your SOPs to your template

Setup & Configuration
Written By Stacia Samuel

Link your Standards of Practice (SOPs) to your inspection template so your reports and agreements reference the correct inspection standards before you begin using inspectagram.

Why This Matters

Before performing inspections, you should ensure your inspection templates clearly reference the Standards of Practice (SOPs) you follow.

Adding your SOP information helps:

  • Align your reports with your inspection standards
  • Ensure reports, agreements and SOP references remain aligned
  • Reduce compliance risks
  • Create consistency across all future inspections

Template changes are applied automatically to future jobs that use that template, so this setup only needs to be completed once.

Quick Setup Checklist

Most inspectors using the Universal Agreement only need to complete three updates:

✅ Update the SOP URL on the Stuff page

✅ Add the SOP name and SOP URL to Section 2: Purpose & Scope

✅ Review and update Section 11: Local Requirements

Once these three items have been reviewed, many inspectors are ready to begin using the template.

If you want to use a stand-alone agreement, create custom agreement clauses or add custom ancillary service agreements, see Configure Agreements and Addendums.

Before You Begin

Before starting:

  • Know which SOP you follow
  • Have your SOP website URL available
  • Ensure you have access to edit templates

Examples include:

  • InterNACHI
  • ASHI
  • TREC
  • CCPIA
  • Provincial or state-specific standards
  • Company-specific standards

Step 1: Duplicate the Template

  1. Open Templates.
  2. Select Baseline Pro Global (House).
  3. Tap the template.
  4. Tap the duplicate icon in the top-right corner.
  5. Rename the template.

Using a duplicate allows you to preserve the original template while creating a version customized for your business.

Step 2: Update the SOP URL

  1. Open the renamed template.
  2. Scroll to the Stuff section (the disclaimer).
  3. Open the SOP URL field (do not select the Edit button at the top right).
  4. Replace the existing URL with your preferred SOP reference.
  5. Include the full URL beginning with http:// or https://.
  6. Tap the checkmark at the bottom of the page to save.

The Stuff page contains general inspection disclosures and a link to your selected Standards of Practice (SOP) reference.

By default, the SOP URL points to a page containing:

  • InterNACHI Standards of Practice
  • Inspection scope statements
  • Inspection limitations and exclusions
  • Reporting disclosures
  • General inspection guidance

You may replace this URL with:

  • An association SOP page
  • A state or provincial SOP page
  • A company SOP page
  • A company website page containing your SOPs and disclaimers
  • Another approved SOP resource

The SOP URL should point to the standards and disclosures you want referenced by your reports.

Step 3: Update the Agreement

Update Section 2: Purpose & Scope

  1. Scroll to the Agreement section.
  2. Select 2. Purpose & Scope.
  3. Replace:

(INSERT WHICH SOPS AND URL WEBSITE LNK)

With:

  • Your SOP name
  • Your SOP URL

Examples:

  • InterNACHI
  • ASHI
  • TREC
  • CCPIA
  1. Tap the back arrow to save and return.

The SOP referenced in the agreement should match the SOP referenced by the URL on the Stuff page.

Always use the full URL including http:// or https://.

Update Section 11: Local Requirements

  1. Open 11. Local Requirements.
  2. Review the provided prompt.
  3. Modify the wording to match your jurisdiction and inspection requirements.

The Universal Agreement is designed to serve as a broad inspection agreement framework that can be used across multiple jurisdictions.

Section 11 is provided specifically so inspectors can incorporate state, provincial or local requirements that may apply to their jurisdiction.

You may use this section for:

  • Provincial or state requirements
  • Licensing requirements
  • AI-assisted summary disclosures
  • Weather limitations
  • Accessibility limitations
  • Regional disclosure requirements
  • Other jurisdiction-specific requirements

If your lawyer, association, regulator or insurance provider has recommended specific agreement language for your area, Section 11 is typically where that language can be incorporated.

Review all language carefully before use. Inspectagram does not provide legal advice and inspectors remain responsible for ensuring their agreements comply with applicable requirements.

  1. Tap the back arrow to save your changes.
  2. Return to the main template.

Step 4: Review Your Template

Verify the following:

  • The SOP URL points to the correct resource.
  • Section 2 contains the correct SOP name and SOP URL.
  • The same SOP URL is referenced throughout the template and agreement.
  • Section 11 has been reviewed and updated if necessary.

The baseline template is designed to align with:

  • InterNACHI
  • ASHI

If you use a different standard, update all references accordingly.

Using the Universal Agreement?

Most inspectors can use the built-in Universal Agreement after updating the required SOP references and reviewing Section 11: Local Requirements.

Before using the template with clients:

  • Update the SOP URL.
  • Add your SOP name and SOP URL to Section 2: Purpose & Scope.
  • Review and update Section 11: Local Requirements.
  • Verify the same SOP URL is referenced throughout the template and agreement.

The Universal Agreement is written broadly enough to accommodate many inspection and ancillary services, including:

  • Residential inspections
  • Commercial inspections
  • Mold assessments
  • Radon testing
  • Sewer scope inspections
  • Pool and spa inspections
  • Air quality assessments
  • Thermal imaging
  • Pest evaluations
  • Other inspection services identified by the applicable report chapters

Section 11 allows inspectors to incorporate jurisdiction-specific requirements while maintaining the overall agreement framework.

For many inspectors, these may be the only agreement-related updates required before using the template.

If you want to use a stand-alone agreement, create a custom agreement, organize agreements into clauses or create custom ancillary service addendums, continue to Configure Agreements and Addendums.

Common Mistakes

Using the Template Without Linking SOPs

Reports and agreements may reference incorrect standards if SOP information has not been updated.

Forgetting to Update Section 2

Updating only the SOP URL may leave outdated SOP references inside the agreement.

Using an Incomplete URL

Always include the full website address beginning with http:// or https://.

Using Different SOP References

The SOP URL and the agreement should reference the same Standards of Practice.

Copying Legal Language Without Review

Always verify local requirements and disclosures before using them in client-facing agreements.

Frequently Asked Questions

Do I need to repeat this process for every inspection?

No. Once your template is configured, future jobs created from that template will use the same settings.

Which SOP should I use?

Use the SOP required by your organization, licensing body, association or local regulations.

What should the SOP URL point to?

The SOP URL should point to the Standards of Practice and related inspection disclosures you want referenced by your reports.

Examples include:

  • InterNACHI Standards of Practice
  • ASHI Standards of Practice
  • State or provincial Standards of Practice
  • A company SOP page
  • A company website page containing SOPs, limitations and inspection disclosures

The same SOP should also be referenced in Section 2 of the Agreement.

How do I know if I can use the Universal Agreement?

The Universal Agreement is designed to support many common inspection and ancillary services. It is written broadly enough to accommodate residential inspections, commercial inspections, mold assessments, radon testing, sewer scope inspections, pool and spa inspections, air quality assessments, thermal imaging, pest evaluations and other inspection services identified within the report.

Most inspectors can use the Universal Agreement after:

  • Updating the SOP URL
  • Adding their SOP name and SOP URL to Section 2
  • Reviewing and updating Section 11 Local Requirements

If additional agreement language is required by your lawyer, association, regulator, insurance provider or jurisdiction, you may customize your agreement template or create your own agreement.

See Configure Agreements and Addendums for information on creating stand-alone agreements, custom clauses and ancillary service agreements.

What if I want to use my own agreement?

If you already have a stand-alone agreement, attorney-drafted contract, association agreement or custom ancillary service agreement, see Configure Agreements and Addendums. That article explains how to create custom agreements, organize them into clauses and assign them to templates.

Key Takeaway

Linking your SOPs requires updating both the SOP URL and the Universal Agreement. For many inspectors, updating the SOP reference in Section 2 and reviewing Section 11 Local Requirements will complete the agreement setup process and prepare the template for future inspections.

Stacia Samuel
Previous

Configure Agreements and Addendums
Next

Set Up Your Account