This integration makes it easy to automatically send inspections to HomeBinder as soon as they are published, paid for, and all agreements are signed!
How to Set Up the Integration
Setting up the HomeBinder integration is easy. You'll want to be sure you have your HomeBinder account set up first though, to ensure a quick setup in Spectora. Once you've enabled the integration, you'll be able to designate which services are sent to HomeBinder by default and which ones are not. In this section, we'll walk you through how to enable the HomeBinder integration and get started.
 💡 Quick tip: Click on the video above to expand it in another window. |
Set up a HomeBinder account and complete your onboarding with their team: https://www.homebinder.com/inspectors
Click "Settings"
Click "System Integrations"
Click "Enable" next to HomeBinder
Grab your API Keys and Template ID from HomeBinder's system under Settings > Automation
Enter the keys in the integration setup in Spectora
Enter your Template ID as well
Click "Test Integration" to ensure you've entered valid credentials
Click "Enable HomeBinder"
You'll be redirected to your Services & Fees page
Decide which service types get defaulted to send to HomeBinder
This sets the default for inspections scheduled via the New Inspection Form and the Online Scheduler
Scheduling and Viewing Inspections
While scheduling, you'll see your defaults at work with the auto-checking of this checkbox in the Integrations section:
You can override it by checking/unchecking the box. Otherwise, you can also modify it after you've scheduled.
You'll know an inspection is flagged to be sent to HomeBinder by seeing this on the left column of the Inspection Details page:
As soon as the inspection has all reports published, is paid for, and has all agreements signed, we'll send it over to HomeBinder!
Frequently Asked Questions
What if I want to enable/disable HomeBinder for a particular inspection?
It's easy to toggle this per-inspection! Just use these buttons in Inspection Details:
How do I include appliance information for the client?
We have a specific template in our Template Center called "HomeBinder Appliance Info" that contains the required format to get this info to HomeBinder. Here's how to use it:
Go to the Template Center and add the "HomeBinder Appliance Info" template to your account:
The section of this template can either be copied into another template or you must include it in any Services you intend to send to HomeBinder:
Once on-site, fill out any data in the Appliance Info section.
Delete any items that aren't present or are unneeded. If you have an additional appliance that isn't listed, simply duplicate an existing one and change the name
Once you publish all your reports, we'll automatically use this templated section to send over appliance data to HomeBinder!
🌟 HomeBinder Tip: If the appliance is not listed, the homeowner can add it at a later date!
Note: For the HomeBinder Appliance Template, please be sure to use only the Data Plate photo for each appliance. If the Data Plate photo is not available, do not include that appliance on the template.
⚠️If you include an appliance without a Data Plate photo the appliance recall validation report will encounter an error⚠️
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
