Managing client and agent contacts for your inspections is essential for maintaining accurate records and clear communication. Spectora makes it easy to add or remove existing client and agent contacts from an inspection at any time. Whether you're updating details or adjusting participants, this guide will walk you through the steps to manage contacts effectively.
Adding an Existing Client Contact
Whether you need to re-add a client you accidentally removed, add an additional client, or replace the current client with someone else, you can easily update your inspection by adding an existing client contact. Follow along with the steps below to see how to add an existing client contact to your inspection.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click "+New" in the People box
Click "+Client" in the dropdown menu
Click "search for existing client" in the top right corner
Search for the client by name or email address
Select the correct client contact
Click "Add Client"
Adding an Existing Agent Contact
Whether you need to re-add an agent you accidentally removed, add another agent, or replace the current agent with a different one, you can easily update your inspection by adding an existing agent contact. The steps below will show you how to add an existing agent contact to your inspection.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click "+New" in the People box
Click "+Agent" in the dropdown menu
Search for the agent by name or email in the search bar
Select the contact from the dropdown options
Click "Save"
Removing a Client or Agent Contact
If you need to update your inspection by removing a client or agent—whether they were added by mistake or are no longer involved—you can easily remove their contact from the inspection with just a few clicks.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click the 3 dots to the right of the contact you want to remove
Click "Remove" in the dropdown menu
Click "Remove" to confirm
Tips for Managing Contacts
Use Accurate Information: Always double-check client and agent details, such as email addresses, to ensure smooth communication.
Update Contacts as Needed: If a client or agent changes mid-process, replace the contact promptly to keep records current.
Leverage Contact History: Spectora saves contact details, so you can quickly find and reassign existing clients and agents to new inspections.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
