If you're thinking about expanding to another city or area it sometimes makes sense to have a separate company with its own inspectors, staff, settings, templates, agreements, and automated communications. In some states, it is required to have a separate company from your inspection business do pest control or mold mitigation. If you're going to franchise your business, it is essential to set up separate companies and share your templates and settings with them. Our new Organization Tools help do all of this!
A Note on Terms: we'll refer to each location or franchise as a "company" within an "organization".
Creating an Organization
To create an organization, pop over to the Team page and scroll to the bottom. You'll see a link to set up an organization:
You'll be able to name your organization here:
Once submitted, you'll be dropped into the Organization Manager Role. (To switch back, select "Change Role" from the main dropdown.)
The Organization Manager Role
Once set up, you'll see a new option in your menu to "Change Role":
The "Organization Manager" role is where you can manage all the companies in your organization.
Once logged in as an organization manager, the dashboard displays metrics for all the companies within your organization. This feature is still under development - we'll update this article as we build out more functionality here.
The Companies page shows all the companies in the organization. It also allows you to setup new companies, edit existing company settings, and share assets between companies.
While companies are getting set up, you'll see red icons letting you know what still needs to be done to get them up-and-running. Examples include adding inspectors, setting up services & fees, filling out a profile, and initiating their subscriptions.
You'll also see active inspectors and number of templates for your companies.
Adding new companies
Hit the "Add New Company" button to create another company. You can enter their public-facing name, their internal name (since often the public-facing name is the same for franchises), and a logo. You'll also be able to choose the base company to copy assets from, including report templates, automation settings, email/text templates, and agreements.
You can always create an unpaid "Corporate" or "Master" company that contains master templates and settings, or you can use a flagship company as your base.
Editing company settings
Click on any company to expand options. You'll have the ability to edit company basics as well as links to further setup options like Team, Profile, Services & Fees, and Schedule. Note that certain options will only be available once you set up your team members. (Other options, like payment methods, subscriptions, and integrations, are generally handled at the company level.)
You may occasionally update your master templates, automation settings, or agreements and wish to push them out to some or all of your companies. The "Share Assets" button accomplishes this, allowing you to choose any combination of assets and companies:
Note that new templates and agreements are added to a company account. It will not overwrite existing templates and agreements.
Automation settings and email/text templates, however, will overwrite existing settings.
You may also add and remove additional organization managers on the "Managers" page. Note that adding existing Spectora users will add the additional profile to their existing account.
Let us know any additional tools you need to help you grow your empire!