Spectora AI Connector (MCP) — Workflow Library

Weekly Ops Readiness Brief | Download Here

Start the week knowing exactly which upcoming inspections need attention. This pulls your schedule for the next 7–14 days and flags anything at risk — unconfirmed appointments, unsigned agreements, unpaid jobs, unassigned inspections, and missing contact info — then hands you a prioritized action checklist with the right phone numbers and emails already attached. It also checks recently completed inspections whose reports may not have gone out yet.

Daily Inspector Prep Brief | Download Here

Give each inspector a personalized brief for tomorrow's schedule, delivered the evening before. Each brief covers the day's job count, services, and timing, then lays out every job in order with property details, client and agent contact info, an equipment checklist built from that day's service mix, and a natural conversation opener for each agent drawn from your last job together. Delivery is via Gmail draft by default so you can review before anything goes out.

Lapsed Agent Reactivation Campaign | Download Here

Find the real estate agents who used to send you business and stopped, ranked by how much that relationship was worth at full strength. Includes a personalized email and call script drafted for each top target — outreach you can send today instead of a vague "I should call some agents" to-do.

Agent Portfolio Scorecard | Download Here

See your entire book of agent relationships at a glance — who your VIPs are, which agents are rising or fading, how concentrated your revenue is, and who deserves a touchpoint this month, including upcoming birthdays.

Marketing Attribution Report | [Download](PLACEHOLDER: Google Drive link)

See which referral sources and discount codes actually produce bookings and revenue, with volume, average ticket, and trend for each channel. It also scores how much of your business is untracked so you know how reliable the picture is before you move a marketing dollar.

Add-On Attach Rate Optimizer | Download Here

Measure how often ancillary services like radon, sewer scope, termite, thermal, pool, mold, and water testing attach to your core inspections — overall and by inspector, agent, and area. Frames the gap in plain dollars so you know exactly where the coaching opportunity is.

Revenue Pace & Forecast Tracker | Download Here

Answer "how is this month actually going, and where will we land?" using your booked Spectora data. Combines month-to-date revenue, your forward pipeline, and historical booking pace into a simple forecast with a floor, base, and stretch range — plus a comparison to last month and the same month last year.

Cancellation Forensics & Recapture | Download Here

Quantify lost revenue from cancellations, find patterns in reasons, timing, agents, and areas, and build a recapture list of recently canceled clients whose need likely survived — with a check-in message drafted for each.

Past-Client Annual Check-Up Mining | Download Here

Find clients whose inspection was about a year ago and draft warm, personalized outreach referencing their actual home and inspection date. A repeatable monthly stream of re-engagement from people who already trust you, at almost no acquisition cost.

Inspector Utilization & Performance Scorecard | Download Here

For multi-inspector firms — compare inspectors fairly on volume, revenue, average ticket, attach rate, and calendar density, while controlling for job mix. Framed as coaching opportunities rather than a leaderboard so the conversation stays constructive.

Service Area & ZIP Analysis | Download Here

See where your business actually comes from on the map, how concentrated your territory is, and where nearby expansion opportunities may exist based on ZIPs with little or no current volume.

For companies with more than one Spectora account.

Multi-Location Performance Rollup | Download Here

See your whole multi-location business in one consolidated view — revenue, volume, and pipeline across every location — then benchmark locations against each other on rates like average ticket, attach rate, and revenue per inspector so the comparison is fair regardless of size.

Cross-Instance Agent Network Intelligence | Download Here

Reveals agent relationships no single Spectora account can see — which agents work with more than one of your locations, what they're really worth across the whole company, and who lapsed at one office but is still active at another.

Cross-Business-Line Cross-Sell Miner | Download Here

For companies running multiple business lines on separate accounts — inspections, pest, commercial, or handyman. Finds customers of one line who've never used another and packages them with honestly-framed outreach that's ready to send.