Adding Team Members & Permissions
In your Team page, you'll be able to add inspectors and decide what permission levels they have:
Can they schedule inspections?
Can they publish on their own or do they submit to the admins for approval (these show in the admins dashboard to approve and publish)
Can they add to your template while doing inspections?
Can they edit your templates on desktop?
Are they an admin?
When you add inspectors to your team in the free trial phase, everyone's inspections will count towards the free trial. If you need more trial inspections to get comfortable, let us know.
If you integrate ISN, those inspections that import will also count towards the free trial. We'll just bump up your trial inspections so you can get comfortable.
When you click "Join Us" from the dashboard, this will calculate the cost for all of the inspectors that you've added to your team.
Once you're a Spectorian, and you add another inspector it will give you the option of monthly or annual when you're adding them from the Team page.
Use RecallChek? See this guide on how it works.
Templates & Importing
If you're importing templates you can find instructions on how to do that here.
If you want to use this transition as an opportunity to lean up your templates, you can use our new super-fast template editor!
If you're importing inspections, agents and clients from ISN you can do that here.
What we've seen work well is having your lead inspector (or "tech guy/gal") run through a couple mock inspections or real inspections on vacant houses/condos where no client or agent is there. Low pressure ones.
If you're using Spectora for back office/business tools, then make sure to do the following!
If you're using Spectora for reminder emails, report delivery & follow-up emails and texts, you'll want to go through the Automation section of Spectora and customize the emails that will be going out. Here is a video on Automation.
If you're using Spectora for your online scheduling, here is a video on how to set that up.
Setting up Services & Fees
If you're using Spectora for your scheduling, you'll want to make sure to setup your services. This includes base pricing, square footage & age of home modifiers, add-on services and more. Learn how to do that here.