Overview
Overview
Fixle Protection Products are enabled by default for all U.S. Spectora customers. The Client Portal Fixle Settings page gives users with company settings permissions more granular control over when and where Fixle offers appear — by service type, by contact, or all at once.
To access these settings, go to Settings > Fixle Protection Products.
Fixle Suite (Master Switch)
Fixle Suite (Master Switch)
The Fixle Suite toggle is the master on/off switch for all Fixle offers across your account.
Enabled: All other settings on this page are active and Fixle offers can appear in your clients' portal.
Disabled: No Fixle offers will appear on any inspection, regardless of other settings. The Protection Product Offerings, Services, and Contact Exclusions sections will be visible but inactive.
If you disable and re-enable the Fixle Suite, your previous settings will be remembered.
🌟 Note: For new accounts, Fixle Suite is enabled by default, with all services, agents, and clients included.
When Fixle Suite is enabled:
When Fixle Suite is disabled:
Protection Product Offerings
Protection Product Offerings
You can enable or disable individual Protection Products — Property Insurance, Security Systems, and Home Warranty — independently of one another. Disabling one product does not affect the others.
Go to Settings > Fixle Protection Products > Protection Product Offerings.
Use the toggle on each module to turn it on or off.
You can also enable Auto-Enroll in New Features to automatically opt your account into new Fixle offers when they launch. If disabled, you'll need to enable new features manually.
🌟 Note: When the Fixle Suite is disabled, these toggles are visible but inactive.
Services
Services
Choose which of your inspection services will include Fixle offers. Offers only appear on inspections that use a service you've enabled.
Go to Settings > Fixle Protection Products > Services.
Use the toggle next to each service to turn Fixle offers on or off for that service type.
Things to know:
Each service is controlled independently.
This setting applies to all Fixle offers for that service — it cannot be configured per product (e.g., Insurance vs. Warranty vs. Security) within a service.
This can also be configured directly from Settings > Services & Fees, at the bottom of each service's expanded view.
When Fixle Suite and Protection Products are enabled:
When Protection Products are disabled:
Common use cases:
Disable Fixle offers on commercial, 4-point, or wind mitigation inspections while keeping them active for residential.
Keep Fixle enabled only on the service types where it's most relevant for your clients.
Contact Exclusions
Contact Exclusions
Add any clients or agents who should never see Fixle offers, regardless of other settings. This is useful for repeat clients, real estate investors, or agents who prefer not to see these offers.
To add a contact to the exclusion list:
Go to Settings > Fixle Protection Products > Contact Exclusions.
In the Search by Client or Agent Name field, type the contact's name.
Select the contact from the dropdown. Contacts are labeled (Agent) or (Client) to help distinguish between similarly named contacts.
Click Add to Exclusion List to save.
Repeat for any additional contacts.
To remove a contact, click the × next to their name.
🔴 Important: After selecting contacts from the dropdown, you must click Add to Exclusion List to complete the step. Contacts selected but not confirmed will not be saved.
You can also manage exclusions from these locations:
Contacts > Agents > Edit — check Exclude from Fixle Offers in the Exclusions section.
Contacts > Clients > Edit — check Exclude from Fixle Offers in the Exclusions section.
Inspection Details > Edit Agent — check Exclude from Fixle Offers directly from the inspection, without leaving your workflow.
Viewing Fixle Status on an Inspection
Viewing Fixle Status on an Inspection
The Inspection Details page includes a Fixle Protection Products section that shows which offers were eligible for a given inspection and, if any were excluded, why.
This gives you visibility into how your settings are being applied on a per-inspection basis, so you can quickly troubleshoot why a client did or did not see Fixle offers.
Frequently Asked Questions
Frequently Asked Questions
Can I disable Fixle offers for just one type of inspection?
Yes. Use the Services settings to disable Fixle offers for specific service types, like commercial or specialty inspections.
Can I control which products (Insurance, Warranty, Security) show per service?
Not currently — the service toggle applies to all Fixle offers for that service. Per-product control within a service is not available at this time.
If I disable and re-enable the Fixle Suite, do I lose my settings?
No. Your settings are remembered when you re-enable the suite.
Can I exclude an agent or client directly from an inspection?
Yes. From Inspection Details, click Edit next to the agent and check Exclude from Fixle Offers. This adds them to your company-wide Contact Exclusion List.
Why didn't Fixle offers appear on a specific inspection?
Check the Fixle Protection Products section on the Inspection Details page. It will show whether offers were excluded and the reason — such as the client being on your exclusion list or the service type having Fixle offers disabled.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
