Estate Agency Inspection Software in the United States

Conditions range from humid coastal and southern states to freeze-thaw exposure, wildfire regions and dry climates, so inspection wording should reflect the property’s actual climate zone.

A workflow for estate agents and property managers

Capture room condition, fixtures, visible defects and maintenance actions for listings, handovers and periodic inspections.

Consistent photographs and notes make it easier to compare property condition between instructions and visits. Reports are generated on the device, so field capture and PDF production can continue without a reliable signal; cloud sync can resume later.

Home Energy Rating System (HERS) context

HERS is commonly used to express residential energy performance, while local programmes and disclosure practices vary by state and municipality. A certificate or rating can inform the property record, but it does not replace an inspection of current physical condition.

Local minimum housing and habitability standards vary by state, county and city. The responsible professional should confirm the rules and disclosure duties that apply to the property.

Scheme reference: Home Energy Rating System (HERS).

Configuration for the United States

• Use USD for cost schedules and repair allowances.
• Use “mold” in condition descriptions.
• Reference Home Energy Rating System (HERS) only where it is relevant to the property and instruction.
• Use EXIF-verified capture timestamps for photographic evidence.

Choose PropertySurvey Pro for this workflow and review current plans on the product site.