Managing your inspection schedule is essential to keeping your business organized and efficient. In Spectora, you have the flexibility to adjust the date, time, and duration of both new and existing inspections, making it easy to accommodate changes as needed.
When a client or agent needs to reschedule, you can easily change the date/time of an inspection. No need to create a whole new inspection!
Whether you’re scheduling a new inspection or modifying an already scheduled one, here’s how you can quickly and easily make those changes.
How to Reschedule an Existing Inspection
How to Reschedule an Existing Inspection
Learn how to reschedule a canceled inspection in Spectora with ease. Follow these steps to effortlessly update the date and time of an inspection.
💡 Quick tip: Click on the video above to expand it in another window.
Click on the inspection from your dashboard
Click the existing date and time
Select your new appointment date
Select your new appointment time
Click "Reschedule"
When you reschedule the inspection, this will automatically schedule all reminders and follow-ups as per your Automations (or Actions) settings. It will also send out your reschedule confirmation notifications.
If you don't want your client or agents to receive any rescheduling emails, you can disable notifications prior to rescheduling.
Click on the inspection to open the Inspection Details page
Click "Disable All Notifications" in the Internal box
You will then see a banner at the top stating the notifications are disabled
How to Reschedule a Canceled Inspection
How to Reschedule a Canceled Inspection
This section will show you step-by-step instructions on how to reschedule a canceled inspection.
💡 Quick tip: Click on the video above to expand it in another window.
Click on your profile picture in the top right
Click on "Inspections" in the dropdown menu
Click on the canceled inspection
Click "Reschedule"
Select your new appointment date
Select your new appointment time
Click "Reschedule Inspection"
If an inspection is canceled, it can be rescheduled at any time. If an inspection is deleted, it cannot be rescheduled. To recover a deleted inspection, check out this article for instructions!
How to Change the Time or Duration of an Existing Inspection
How to Change the Time or Duration of an Existing Inspection
Adjusting the duration of your inspection is crucial for accurate scheduling. Ensuring you block off enough time for each inspection helps you avoid overlapping appointments and ensures that you have adequate time to complete each inspection thoroughly.
If you need to adjust the duration of the inspection, you can easily do so from the Inspection Details page. Follow along with the steps below to see how.
💡 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 date & time in the address box
Click the date/time to adjust the start and end times of the inspection
Click the "hrs" line to set the duration of the inspection (ie- 1.0 hour, 2.5 hours, etc)
Click "Reschedule Inspection"
❇️ To set up your Rescheduling emails or customize them, check out this article here!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
