Link your SOPs to your template

Jun 5

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.

Quick Setup Checklist

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

✅ Update the SOP URL on the Disclaimer Stuff page

Tip: use the full url (http:...)

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

✅ Review and update Section 11: Local Requirements of the Agreement

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.

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 future inspections

Template changes automatically apply to future jobs created from that template, so this setup typically only needs to be completed once.

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 (LINK HERE)
ASHI (LINK HERE)
TREC (LINK HERE)
CCPIA (LINK HERE)
Provincial or state-specific standards
Company-specific standards

Recommended Approach

Configure SOP references directly within the template before creating inspections.

Most inspectors begin by duplicating the Baseline Pro Global (House) template and then updating the SOP references before using the template with clients.

Template changes automatically carry forward to future inspections created from that template.

If you make these changes inside an inspection job instead of the template, the changes apply only to that specific inspection.

Understanding the Three SOP References

When using the Universal Agreement, SOP information appears in three locations:

The SOP URL on the Stuff page
Section 2: Purpose & Scope
Section 11: Local Requirements

Reviewing all three locations helps ensure your reports, agreements and SOP references remain aligned.

Step 1: Duplicate the Template

Open Templates from within the Library

Select Baseline Pro Global (House)t

Tap the duplicate icon in the top-right corner.

Rename the template and click Duplicate 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

Open the renamed template.

Scroll to the Disclaimer Stuff page

Tap the page to open the fields to edit.

Tap the top Standards of Practice URL field to replace the existing URL with your preferred SOP reference. (Include the full URL beginning with http:// or https://.)

Tap the checkmark at the bottom of the page to save.

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

Step 3: Update the Agreement

Update Section 2: Purpose & Scope

Scroll to the Agreement section.

Select 2. Purpose & Scope.

Replace:

(INSERT WHICH SOPS AND URL WEBSITE LNK)

Enter:

Your SOP name
Your SOP URL

Tap the back arrow to save.

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

Update Section 11: Local Requirements

Open 11. Local Requirements.

Review the provided language.

Modify the wording if needed to reflect your jurisdiction or inspection requirements.

Section 11 exists so inspectors can incorporate local, provincial, state or industry-specific requirements while maintaining the overall agreement framework.

Examples may include:

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

If your lawyer, association, regulator or insurance provider recommends additional language, Section 11 is typically where it can be incorporated.

Review all language carefully before use.

Tap the back arrow to save your changes.

Step 4: Review Your Template

Before using the 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 is referenced throughout the template and agreement
Section 11 has been reviewed and updated if necessary

If you use a standard other than InterNACHI or ASHI, ensure all references have been updated accordingly.

For most inspectors using the Universal Agreement, SOP setup is complete once the SOP URL, Section 2 and Section 11 have been reviewed.

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 (LINK HERE)
ASHI Standards of Practice (LINK HERE)
State or provincial Standards of Practice
A company webpage 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?

Most inspectors can use the Universal Agreement after:

Updating the SOP URL
Updating Section 2: Purpose & Scope
Reviewing Section 11: Local Requirements

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

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 the SOP references throughout the template, including the SOP URL, Section 2: Purpose & Scope and Section 11: Local Requirements.

Once configured, those references automatically carry forward to future inspections created from the template, helping maintain consistency across your inspection workflow.

Help Center

Stacia Samuel