If a client or agent didn't receive the initial email with a link to the inspection or if the client/agent confirmation email did not send, you can easily resend it to them! This can be done in two ways; either by using the resend option in the PEOPLE box or by using the Share Details button.
Resending the Confirmation Email
In this section, we'll show you how to use the "Resend Confirmation Email" option for clients and agents.
 💡 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 client's or agent's name
Click "Resend Confirmation Email"
Be sure to keep the "Sign & Pay" button in the client confirmation email, as this is the link to the Client Portal
Click "Send Email"
❇️ Pro-tip: If you're an Advanced user and utilizing Actions, you'll need to manually trigger the confirmation email via Inspection Actions.
Resending the Confirmation Text
In this section, we'll show you how to use the "Resend Confirmation Text" option for clients and agents.
 💡 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 client's or agent's name
Click "Resend Confirmation Text" in the dropdown menu
Click "Send Text"
❇️ Pro-tip: If you're an Advanced user and utilizing Actions, you'll need to manually trigger the confirmation email via Inspection Actions.
Using the Share Details Button
By using the Share Details button, you can share the link to the client portal with anyone.
🔴 Note: Using the "Share Details" button will send the link to the client portal. This link will contain everything the client is able to see for the inspection - the invoice, agreements, and the final report.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click "Share Details" in the Emails box
Enter the recipient's email in the "To" field
If the recipient needs access to the Client Portal, be sure to keep the "Sign & Pay" button in the email body
If they do not need access to the Portal, be sure to remove the button from the email before sending
Click "Send Email"
Frequently Asked Questions
I accidentally entered the wrong email for my client. How do I send the confirmation email to the correct email address?
The best way to resend the confirmation email is the delete the client from the Inspection Details Page, and then re-add them. This will trigger the automated emails to be sent out to the correct address.
How do I send an invoice for just a travel fee?
First, you can add a manual fee to the invoice with the steps in this article.
Then, to collect payment for the travel fee, you can send an email to the client using the Share Details button on the inspection.
I need to resend the confirmation email but I don't see the option. What do I do?
If you have Spectora Advanced and use Actions for your emails, the 'resend confirmation email' option will not show next to the contact. Instead, you'll need to manually resend the Action. Click here to see how to manually send an Action.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
