Agreements are the contract your client signs for liability, pricing, services, etc. You can create custom agreements in your Spectora account and have them auto-generate each time a client books an inspection with you.
Watch this video demo for a more in-depth explanation!
How to Add a New Agreement to Your Account
How to Add a New Agreement to Your Account
If you need to set up a new agreement to your Spectora account or add multiple agreements to your Spectora account for different services, the instructions below will walk you through how.
Check out this video for a visual walk-through:
💡Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Agreements
Click the "Create a New Inspection Agreement"
Name your New Agreement at the top where it says "Name"
You can either manually type in the information for the Agreement or copy and paste the information you would like to be in the Agreement.
If you don't have an Agreement, Internachi does provide some that you can use. Use this link to access those documents. You will have to copy and paste the information into the text box on the Agreement.
Use the Placeholders along the right side to automatically pull in information you would like included in the Agreement. Check out this article on the different placeholders that can be used.
Tip: Having an address and price on your agreement is important! You can use the {{SERVICES}} placeholder to list each service to the inspection, or even the {{FEES}} placeholder for a list of each service and its cost. {{PRICE}} is the placeholder you'd want to use for the total inspection fee.
Finally, go ahead and hit "Save Agreement".
❇️ Reminder: Be sure to set up the new Agreement under your Services and Fees. In each Service, you will have the option to choose which Agreement you would like to populate when that service is chosen. Check out this article on how to set this up in your services.
🔴 When you copy over agreement text in Spectora, the formatting will not carry over. However, we have some workarounds available. Feel free to reach out to the support bubble for further assistance.
How to Delete an Agreement From Your Account
How to Delete an Agreement From Your Account
If you need to delete any old or unneeded agreements from your account, you can easily do so from your Settings page. Follow the steps below to delete an agreement from your account.
💡Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Agreements"
Click the agreement you want to delete
Click the trash can icon in the top right corner to delete the agreement
How to Find New Agreements
How to Find New Agreements
Suppose you require assistance in creating a new agreement for your Spectora account. In that case, there are numerous resources that offer pre-built agreements or guide you in identifying the necessary components to include in your agreement. This article aims to assist you in sourcing and obtaining various agreements that align with your specific requirements, ensuring comprehensive coverage.
We currently do not have a way to import these agreements. They must be copied and pasted into the agreement settings on your account. This article will walk you through how to do that.
1. Contact your Insurance Company
In most instances, your insurance provider will be capable of furnishing you with a full copy of all the terms and conditions that must be included in your agreement to guarantee coverage.
2. Check out your State Website or Licensing Department
Certain state websites or governmental licensing departments may be able to provide you with a copy of an agreement.
3. Consult a Lawyer
Have a lawyer review and evaluate the matter. They can offer valuable guidance or potentially provide an agreement for you.
4. Reach out to other Inspectors
If you go to Facebook and search "Spectora User Group" or use this link, you can connect with other inspectors that use our software. Our community on Facebook is amazing and I bet they'd be able to provide you some information or even share an agreement with you!
5. Use your Membership with an Inspection Association
If you belong to an association dedicated to inspection services, the organization may have the means to provide you with supplementary resources pertaining to agreements.
6. Check out the American Society of Home Inspectors Website
To obtain an agreement from this website, you must be a registered member. It is necessary to navigate to the ASHI website, log in, and, duplicate the desired Inspection Agreement.
7. Add Agreement through InterNACHI
💡Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Agreements"
Click "Create a New Inspection Agreement"
Click "InterNACHI Document Library" or use this link to open the Internachi Document Library
Please note that some documents do require you to have an Internachi account.
Frequently Asked Questions
Frequently Asked Questions
Can I import my own Agreement?
Not at this time. You would have to copy and paste the agreement into Spectora and then use the placeholders and editing options available to arrange it how you would like.
Can I create a custom placeholder?
No, the only custom placeholders we offer are generated when you create a custom scheduling field.
Can I have multiple Agreements?
Absolutely!
How do I make my agreement automatically show up on every inspection?
You'll want to set the service up to have a default agreement. This will automatically pull in your agreement every time the service is booked.
Click here to see how.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
