🧑 Inspector Profile
🧑 Inspector Profile
Your profile starts blank. Nothing is pre-filled, so you'll want to complete this before doing anything else in Spectora. Your profile is visible to both clients and agents, and filling it out completely also helps your local SEO presence on Google.
What to fill in:
Name, personal phone number, credentials, and address
A bio/description that tells clients who you are
Profile photo
Company Logo (recommended: square image, ~500×500 pixels)
Header Logo (recommended: short and wide, ~500×50 pixels)
Service areas
✨ Tip: Your public profile can be found under Settings > Profile > View Public Profile. Share this link during Stripe setup if you don't have a company website yet!
📄 Agreements
📄 Agreements
Your account comes with a default agreement pre-loaded: the InterNACHI Home Inspection Agreement (Revised February 2019). It covers standard liability terms, scope of inspection, limitations on damages, and dispute resolution language, and it includes the {{ADDRESS}} and {{PRICE}} placeholders so it populates automatically with inspection details.
You can use this agreement as-is or click to edit it to match your business needs. Most inspectors customize it with their own language, add additional placeholders, or replace it with their own agreement entirely.
How agreements work by default:
The default InterNACHI agreement is pre-loaded and available to assign to your services
Additional placeholders like
{{SERVICES}},{{FEES}}, and{{PRICE}}are available to insert wherever you'd like them to appearAgreements only auto-populate on inspections if you assign them to a service under Settings > Services & Fees
Client CC email controls are enabled by default, so anyone CC'd on a client account will receive agreement-related emails unless you change this
🔴 Note: When copying and pasting new agreement text into Spectora, the formatting will not carry over. We recommend pasting into a Word or Google Doc first, then copying it into the agreement editor.
✨ Tip: You can also reach out to the Spectora User Group on Facebook to connect with other inspectors who may be willing to share their agreements.
💰 Services & Fees
💰 Services & Fees
Your account comes with a default service pre-configured: Residential Inspection. Here's what it's set to out of the box:
Field | Default Value |
Name | Residential Inspection |
Service Category | Residential |
Template | Residential Template |
Agreement | Inspection Agreement |
Base Cost | $450.00 |
Base Duration | 2.5 hours |
Hidden from Scheduler | No |
Modifiers | None |
Add-Ons | None |
Taxes | None |
You'll want to update the Base Cost and Base Duration to match your actual pricing and inspection times before scheduling any real inspections. The description field is also blank by default, and filling it in is recommended if you use the Online Scheduler so clients know what they're booking.
Other things you can configure per service:
Pricing modifiers (square footage tiers, age of home, etc.)
Add-on services and upsells
Taxes (calculated after all modifiers and add-ons are processed)
✨ Tip: If you use the Inspection Request Form, you'll also need to configure a Default Price, Default Duration, Default Template, and Default Agreement for it. These pre-fill the form when a client submits a request and can be adjusted before you confirm.
💳 Payments
💳 Payments
All new Spectora accounts are automatically enrolled in Spectora Payments. You can take your first payment right away with no setup required, and Spectora covers your first payment's processing fee.
After your first payment is received, a pop-up notification appears on your dashboard with three options:
Complete the Setup: You'll be redirected to Stripe to finalize your account. Spectora pre-fills available information to speed up the process, though some details may need to be entered manually. Once completed, you function like any standard Spectora Payments user and will receive your payout the next business day.
Opt Out (Receive Payment by Check): Select "No Thanks" to opt out of Spectora Payments. You'll need to complete a form to receive a one-time mailed check for that payment.
Defer Setup ("Do This Later"): This option lets you circle back later if you're in the middle of something. The notification moves to your Notifications section on the dashboard. You won't be able to receive further payments through Spectora Payments until setup is completed.
Once fully set up, here's what's on by default:
Setting | Default |
Require payment before report release | ✅ Checked (on all inspections) |
Accepted methods | Credit card, debit card, ACH/bank transfer |
Apple Pay / Google Pay | ✅ Available |
Transaction fee | 3.25% + $0.40 flat per transaction |
Payout speed (credit/debit) | Next business day |
Payout speed (ACH) | ~2 business days |
Outside payment processors | ❌ Not supported (closed API) |
A few things that are off by default:
Deferred Payments: must be enabled by contacting Spectora support. Note this is a company-wide setting and will apply to all inspections once turned on.
Custom payment instructions: the client portal shows a pre-filled balance-due notice. You can customize this with Zelle, Venmo, or a QR code if you accept outside payments.
🔴 Note: Payments processed after 5 PM are considered next-business-day transactions. Payments made on Fridays will appear in your account by Monday.
✨ Tip: After $1,000 in transactions, you'll receive a prompt to add additional details (SSN or EIN) to your Stripe account. Be sure to complete this to keep your payouts flowing!
✨ Note: Auto-enrollment only applies if Spectora Payments has not already been enabled on your account.
📧 Emails & Texts
📧 Emails & Texts
Automated emails are enabled by default the moment your Spectora subscription is activated, with no setup required. These ensure your clients and agents receive timely communications from the moment an inspection is scheduled.
Default automation types included out of the box:
Automation | Who Receives It |
Scheduling Confirmation | Client & Agent |
Rescheduling Confirmation | Client & Agent |
Cancellation | Client & Agent |
Agreement/Fee Added | Client |
Pre-Inspection Reminder | Client, Client's Agent, Listing Agent |
Report Ready (Post-Inspection) | Client & Agent |
Other key defaults:
Point of Contact defaults to Inspector, meaning emails show the primary inspector's name, email, and phone. You can switch this to "Company" under Settings > Emails so all emails display your company contact info instead.
Client CC Email Controls are enabled by default, meaning anyone CC'd on a client's account will be included in automations and manual emails. You can disable this globally or per-inspection for added privacy.
Text messages send from a shared Spectora number by default. To fully customize text content, you'll need to purchase a custom phone number.
Advanced conditional automations (Actions) require Spectora Advanced and are off by default.
✨ Tip: Want to preview what your emails look like? Set up a test inspection with yourself as the client to see exactly what goes out!
🔴 Note: Notifications are enabled by default on every confirmed inspection. If you're not ready to notify clients while you finalize details, you can select "Confirm with notifications disabled" when scheduling.
📖 How to Customize Your Automation Emails | Setting Up Automation | Change Your Point of Contact | Client CC Email Controls
🔌 Integrations
🔌 Integrations
All integrations are off by default. None are pre-connected on a new account. You'll set them up individually under Settings > Company Settings > System Integrations.
Available integrations:
Integration | What It Does |
Google Calendar | Syncs inspections to your calendar (most popular) |
Google Maps | Pulls up inspection addresses easily on the go |
QuickBooks Online | Nightly sync of paid inspection data to Intuit (not available for Canadian companies) |
MailChimp | Mass email marketing to your contact list |
ISN | Pulls orders from Inspection Support Network into Spectora |
Zapier | Connects Spectora to thousands of apps like HubSpot and Google Sheets (requires Spectora Advanced) |
Blipp Reviews | Streamlines review collection from clients |
Repair Pricer | Turns your inspection into an accurate repair estimate for clients |
HomeBinder | Ongoing property support for homeowners |
Secure24 (ADT) | Home security referral program (earn $200/installation) |
InterNACHI BuyBack | Automatically submits inspections to InterNACHI's buyback guarantee program |
RecallChek (RWS) | Submit inspections to RWS for appliance recall checking |
Simple Solutions / Inspector Call Center | Third-party call centers to help book inspections |
✨ Tip: To set up ISN, you'll need your ISN Company Key, Access Key, and Secret Access Key. Navigate to Settings > Company Settings > System Integrations > Other Services to get started.
🤝 Buyer Protection Products
🤝 Buyer Protection Products
Spectora's Buyer Protection Products give you a way to earn extra revenue by presenting optional offers to your clients through the Client Portal. Protection Product offers only appear after the inspection report has been published, so clients won't see any offers before that point.
Fixle Protection Products (U.S. customers only)
Fixle Protection Products are enabled by default for all new U.S. Spectora accounts. These appear inside the client portal after a report is published and include:
🏠 Homeowners Insurance: connects buyers with vetted insurance providers
🛡️ Home Warranty Coverage: covers repair/replacement of major systems and appliances
🔒 Home Security: monitored protection and smart home options
You can turn these off. Inspectors have full control over which Protection Products their clients see, at three levels:
Company level (master switch; if disabled here, it cannot be re-enabled at lower levels)
Service level (set defaults per service, e.g. turn off insurance offers for commercial inspections)
Inspection level (toggle on/off per individual inspection)
Other important things to know:
Clients must explicitly opt in before any partner contact occurs
No client data is shared without consent. Contact information is only shared when a client actively requests it from one specific vetted partner.
🔴 Note: If a partnership is disabled at the company level, it cannot be re-enabled at the service or inspection level.
Spectora Rewards (optional)
When clients engage with eligible Fixle Protection Products, you automatically earn Spectora Rewards points starting April 7, 2026. The full Rewards portal (where you can view and redeem points) launches later in 2026. All eligible engagement earns 2x points through June 30, 2026.
Participation in the Rewards program is optional, but points accumulate automatically from launch, so any qualifying activity from April 7 forward will count when the portal goes live.
Other Partnership Options (all opt-in)
These existing partnerships are all off by default and require you to enable them:
Partner | Offer | Payout |
Acrisure | Home insurance quotes | Varies |
Secure24 (ADT) | Home security systems | $150/signup |
Moving services | Moving company referrals | Varies |
Home warranty | Warranty coverage offers | Varies |
✨ Tip: You know your clients best! Use the company, service, and inspection-level controls to tailor which offers are shown to the right audiences.
Still have questions?
Still have questions?
Write into our chat bubble or email support@spectora.com and we're happy to help! You can also explore Spectora University for in-depth video walkthroughs of each settings section.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
