Real estate agents and small brokerages
A real estate agent lists homes, books viewings and follows up with buyers.
Home inspectors and surveyors
Buyers book an inspection online and sign the agreement before you arrive. The report goes out as a link, and you know when it is opened.
An inspector working alone uses Magpie in Personal. A firm and its inspectors can work in one Magpie team.
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This combination of five Magpie areas fits a home inspector.
- Appointments
- Appointments lets buyers and agents book an inspection in your free times.
- E-Signatures
- E-Signatures sends the inspection agreement from a starter, to sign before you arrive.
- Documents
- Documents holds each report, with photos, tables and page numbers.
- Invoicing
- Invoicing bills each inspection, paid by card.
- Contacts
- Contacts keeps each client and the agents who send you work.
Buyers and agents book an inspection in the times you are free.
Appointments gives you a booking page. Each inspection has its length and price, such as a three-hour home inspection. The buyer or agent chooses an inspector and a free time.
A buffer after each inspection keeps time free to travel and write up. The confirmation lets them reschedule or cancel.
Clients sign the inspection agreement online before you arrive.
E-Signatures sends any PDF for signature. Your inspection agreement is a starter, with the client's fields already placed.
Each new client gets a request from it, with reminders until they sign. The signed PDF and its certificate of completion are kept together.
Your report holds each finding with its photo, and goes out as a link.
Documents is where you write the report, with headings, tables, photos and page numbers. Duplicating last week's report gives you its sections to start from.
Download PDF makes the report to attach or print. The client can also read it at a link. You can be emailed when it is opened.
Each inspection is billed, and the client pays by card.
Invoicing bills the inspection, with add-ons such as a radon test as lines of their own. The invoice email lets the client pay by card.
Payment goes to your own Stripe account, with no Magpie fee. Paid, unpaid and overdue invoices are listed apart.
Each client and each agent who sends you work has a contact.
Contacts keeps a page for each client and each real estate agent. Their bookings, signed agreements and invoices appear in its history.
Tags tell clients and agents apart. A follow-up sets the day to call an agent who has not sent work lately.
Three more areas cover PDFs, large files and your calendar.
- PDF Editor
- PDF Editor turns photos into a PDF, and makes a large report smaller to email.
- Secure Files
- Secure Files sends a large set of photos by a link that expires.
- Calendar
- Calendar holds your days off and other jobs, which keeps them off your booking page.
An inspection goes from a booking to a report the client has read.
Every booking, agreement and invoice is on the client's contact.
The booking
The buyer's agent books the inspection on your booking page.
The agreement
You send the agreement from its starter, and the buyer signs online.
The inspection
You take your photos and notes on site.
The report
You write the findings in a copy of your report, with the photos.
The delivery
You email the report's link, and are told when it is opened.
The invoice
The invoice goes out, and the client pays by card.
Setting up takes five steps.
Publish your booking page
You add your inspections, with their lengths and prices. Help: Set up Appointments.
Make your agreement a starter
You upload the agreement and place the client's fields once. Help: Signing starters.
Write your report layout
You set up the sections and page layout you use for every report. Help: Write documents.
Set up invoices
You add your business details and tax rates. Help: Send and configure invoices.
Connect Stripe
You connect your Stripe account, so clients can pay by card. Help: Connect Stripe to receive money.
Plans
An inspector working alone fits Pro, for your own work in Personal. A firm fits the Team plan, one price for up to 25 members.
Emailing a report's link, with word when it is opened, needs Pro or the Team plan. On the free plan, you can create 5 invoices a month.
Magpie adds no fee to invoice payments. Stripe's processing fee is taken from each card payment. Prices are on the Pricing page.
Other people who work on a house sale have pages of their own.
Builders and renovators
A builder quotes the work and bills each stage.
Landlords and small property managers
A property manager looks after rentals and their repairs for owners.
Questions home inspectors ask
Can agents book an inspection for their buyers?
Yes. Your booking page lists each inspection with its length and price. The agent chooses a free time and enters the buyer's name and email. They do not need a Magpie account.
Can clients sign the agreement before the inspection?
Yes. You send it from a signing starter, with the client's fields already placed. Reminders go out until they sign. The signed PDF and the certificate of completion are kept with the request.
Can I put photos in the report?
Yes. Image adds photos from Your images, or uploads new ones. Each photo keeps its caption and alt text. Tables, headers, footers and page numbers lay out the rest.
Can I start each report from the same layout?
Yes. You keep one report as your layout. Duplicate makes a copy of it for each inspection. You write that home's findings into the copy.
How do I send the report?
Download PDF makes a PDF to attach. Or you turn on the report's link, which anyone with it can read without signing in. Emailing the link from Magpie tells you when it is opened.
Can I send a large set of photos?
Yes. Secure Files sends a file of up to 2 GB by a link that expires. It can need a passphrase, and allow a single download.
Can I make a report PDF smaller to email?
Yes. PDF Editor's Compress makes a new, smaller PDF in your browser. It can also turn photos into a PDF, or merge several PDFs into one.
Can I add a radon test to the invoice?
Yes. Each add-on is a line of its own on the invoice, with its price and tax. The client pays by card from the invoice email.
What does Magpie take from payments?
Magpie adds no fee to invoice payments. Stripe's processing fee is taken from each card payment. The rest goes to your own Stripe account.
Take your next inspection booking online.
Create a Magpie account and add your first inspection.