As part of Spectora Advanced, Inspection Events allows you to link calendar events with specific inspections. This is great for events like dropping off or picking up a radon test or water sample test kit. You can even pay inspectors doing Inspection Events via Pay Splits.
By setting up inspection events, you can automate tasks like sending reminders, emails, or even creating to-dos that will activate based on your predefined conditions.
This article will guide you through how to configure inspection events, so you can streamline your workflow and ensure important tasks are never overlooked.
How to Enable Inspection Events
How to Enable Inspection Events
Once you've enabled Spectora Advanced, you're ready to start using all of the features, including Inspection Events. It's easy to enable!
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Advanced Tools"
Click "Enable Inspection Events"
Now that you've enabled Inspection Events, keep reading to see how to utilize this feature!
Adding Inspection Events at Scheduling
Adding Inspection Events at Scheduling
Once enabled, your New Inspection form will have a section for "Events." You can create as many events as you'd like for each inspection you schedule.
💡 Quick tip: Click on the video above to expand it in another window.
Click "New Inspection"
Fill out the scheduling form as normal with client info, address, and service - then click "+Event" to add a new inspection event
Add a name and description to the event
Select the inspector that will be performing the event from the dropdown menu
Set the start and end times for the event
To add another event to the same inspection, click "+Event" again and follow the same steps
Once you've added all events, click "Save Inspection"
Default Inspection Events
Default Inspection Events
For some Services, like Radon, you may wish to always have a certain event ("Radon Drop-Off") added to the inspection. You can set Default Inspection Events for these services. These Events will auto-populate on the New Inspection form when the service/add-on is added. Also, inspections booked via the Online Scheduler will have these added for you as well (though you'll want to schedule them appropriately.)
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Services & Fees"
Click the service you want to add default events to
Enter the event name - if adding more than one event, separate the names by a comma
When that service is scheduled, you'll see the event(s) listed on the inspection form - edit the inspector, description, date, and time as needed
Viewing Inspection Events on the Web
Viewing Inspection Events on the Web
On your calendar, you'll see Inspection Events as you would see events added directly into the calendar (like "Time Off"). You can edit or delete events from the dashboard calendar, or click on the event to see the full inspection details.
💡 Quick tip: Click on the video above to expand it in another window.
Once an inspection is scheduled with events, those events will show on the dashboard calendar
Click on the event to edit, delete, or update it
You can edit the name and description of the event, date and time, and the inspector performing the event
Once finished, click "Update Event"
To see the associated inspection, click "Inspection details"
On the Inspection Details page, you'll see an "Inspection Events" box with your scheduled events
To edit an event, click the 3 dots on the right
You can edit the name and description of the event, date and time, and the inspector performing the event
Once finished, click "Save Event"
To remove an event, click "Delete this Event"
To add a new event to the inspection, click "+New"
Viewing Inspection Events on the Mobile App
Viewing Inspection Events on the Mobile App
In the mobile app, you'll see your events as usual, but Inspection Events will allow you to import the inspection and pop into the Inspection Details if necessary.
💡 Quick tip: Click on the video above to expand it in another window.
When you are scheduled for an event, it will show on your app dashboard with the event name, date, time, and associated inspection address
To see the associated inspection and event details, tap on the event
You'll see all of the inspection info including services, other scheduled events, and client/agent contact information
Interested in learning about other Spectora Advanced features? Check out these articles!
Frequently Asked Questions
I accidentally deleted an event from my calendar! Can I undelete it or can the Spectora team see what the event was?
Unfortunately, these events cannot be deleted. The Spectora team is also unable to see what the event was prior to it being deleted.
Is there any way to get the inspection events to auto-populate a time/date?
Unfortunately not. You can set default events to auto-populate when a service is added, but you will need to manually edit the inspector, description, date, and time as needed for each event.
Can I see how many events an inspector has been assigned to do over the past year?
Unfortunately not. Events aren't stored the same way as inspections are in the system, so it is not possible to pull exports for them.
If the inspector who did the event was assigned to the inspection, you could pull a report based on the add-on or service that was performed, but not for the calendar events themselves.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
