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AI agent for home inspectors

Report Release and Payment Agent

Reports are released promptly once payment and signed agreements are confirmed, and delivery is verified.

AdministrationAutomationReal estate and construction
See how it worksGet access
Report Release and Payment Agent: what goes in, what the agent does and what you get

What it does

You finish a report on Tuesday and the client has not paid, so it sits, or you send it and the payment never comes. This agent checks payment status and agreement signatures for every finished report, then queues the report for release. For unpaid clients, it drafts reminders on a schedule. When you approve a release, it confirms delivery and tracks whether the client opened it. If delivery fails, for example the email bounces, it tries the alternate contact. You approve each report release and any payment exception. Edge case: a buyer's agent paying on closing day is handled as a payment exception and requires your approval.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueApprovedNoNo 1 STARTS WHEN Report marked finished 2 USES A TOOL Check payment and signed agreement 3 CHECKS THE RESULT Are the agreement signed and payment received orexcepted? If not: Draft a reminder and recheck after 24 hours.Back to step 2. 4 DOES Queue the report with the delivery message 5 YOU APPROVE Inspector approves each report release 6 USES A TOOL Send the report and log delivery 7 CHECKS THE RESULT Did delivery succeed and was the report opened? If not: Retry with the alternate email or phone andalert the inspector. Back to step 6. 8 DOES Log the closure 9 YOU APPROVE Inspector approves any payment exception 10 RESULT Release log
Read the steps as a list
  1. Report marked finished
  2. Check payment and signed agreement
  3. Are the agreement signed and payment received or excepted?If not: Draft a reminder and recheck after 24 hours. Back to step 2.
  4. Queue the report with the delivery message
  5. Inspector approves each report releaseThe agent waits here for your OK.
  6. Send the report and log delivery
  7. Did delivery succeed and was the report opened?If not: Retry with the alternate email or phone and alert the inspector. Back to step 6.
  8. Log the closure
  9. Inspector approves any payment exceptionThe agent waits here for your OK.
  10. Release log

How it decides

A report is released when the agreement is signed and payment is received or an approved exception exists.

  • Release only after payment or approved exception
  • Send reminders at 1, 3 and 7 days
  • Retry delivery once with the alternate contact
  • Escalate to the inspector at day 7

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Reminder days
  • Alternate contact rule
  • Exception policy
  • Delivery method

What keeps you in control

It always asks you first

  • Inspector approves each release
  • Inspector approves payment exceptions

Hard limits

  • Never release a report or issue refunds itself
  • Never change payment terms

It stops when

  • Done: report delivered and logged
  • Stop: client disputes the invoice

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA report for 18 Oak Street was finished at 4pm. The agreement was signed but payment of $525 was pending. The agent sent a reminder at the next morning and again on day 3. Payment arrived on day 4 and the inspector approved release. The first email bounced, so the agent used the alternate address and the client opened the report.

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