The inspection request form is a great scheduling tool, especially for part-time inspectors who are looking for more flexibility with scheduling to fit their availability.
This scheduler does not use set availability to offer time slots for booking set services like the Online Scheduler or Get a Quote Widget. On this scheduler clients or agents can write out inspection services which they would like to book as well as an ideal inspection time slot. Once sent, the inspector can choose if they can provide services, offer different times, or confirm the booking!
How to Enable the Inspection Request Form
In this section, we'll walk you through enabling the inspection request form. Once it is enabled agents and clients will be able to access it through the 'schedule an inspection' link on your public Spectora Profile.
 💡Quick tip: Click on the video above to expand it in another window. |
From your dashboard, click "Settings."
Under "Scheduling Tools", click "Inspection Request Form."
Click "Enable Inspection Request Form"
How to Customize the Default Services on the Inspection Request Form
The initial step towards customizing your inspection request form is selecting the default features for each request. These selections will be the information that automatically populates when a client or agent fills out the inspection request form. In this section, we will guide you through what each default option is and how to edit them.
What are the different default services on the Inspection Request Form?
Below are the different default customization options you can change. Dont worry! This information can be changed and updated before confirming the appointment.
Default start time- The time each inspection will default to starting on the form, but it can be altered by whoever is requesting the inspection.
Note: This setting also changes the default start time for inspections on the calendar
Default Inspection name- The name of the service shown on the inspection invoice.
Default Price- The basic starting price of your inspection service. This will not be visible on the form, the price will only show on the invoice once the inspection is confirmed.
Default Duration- The base length of the inspection or how long your inspections last, on average.
Default Template- Which templates you would like to use for your reports. The selections available will come from your templates.
Default Agreement- What agreement the customer needs to sign for the inspection. The options available will come from your agreements.
How to Edit the Default Services on the Inspection Request Form
Follow the video guide and steps below to edit the default services we covered above on the inspection request form.
 💡Quick tip: Click on the video above to expand it in another window. |
From your dashboard, click "Settings."
Under "Scheduling Tools", click "Inspection Request Form."
Type the default inspection name into the box next to "default inspection name."
Enter the "default price" in the box next to the default name.
Set up the "default start time" by using the drop-down menu.
Enter the default duration in the box next to "Default duration (hours)."
Click the drop-down menu to choose a "default template."
Finally, click the drop-down menu next to "default agreement" to select an agreement.
How to Edit the Notifications on the Inspection Request Form
We offer two convenient options to personalize your inspection request form. You can add a note for the client to see while they fill out the form, as well as a message to confirm the completion of the request. We'll go over both options in the following section.
As a friendly reminder, these options are separate from the automated emails and texts and will only appear on the request form.
The "Note to Client" will be displayed on the Form as the customer completes it.
The "Request Received Text" shows once the booking is complete to let the client know their request has been received. You can see this example by clicking the "View Request Received page" under the setting.
💡Quick tip: Click on the video above to expand it in another window.
From your dashboard, click "Settings."
Under "Scheduling Tools", click "Inspection Request Form."
Insert the message you would like for the client to see in the "Notes to client" box.
Add the text you would like to send to the client in the "Request received text." box.
How to Receive Notifications for Inspections Requested on the Inspection Request Form
You have the option to receive notifications via both text and email when a request is received. We will provide step-by-step instructions on how to set this up in this section.
Here is an example of what these notifications will look like:
 💡Quick tip: Click on the video above to expand it in another window. |
From your dashboard, click "Settings."
Under "Scheduling Tools", click "Inspection Request Form."
If you want to receive an email, enable the "Receive an email for new inspection requests."
Enter the email address you would like to receive the notification to.
If you want to receive a text, enable the "Receive a text message for new inspection requests."
Enter the phone number you would like to receive the notification to.
How to Confirm Inspections Scheduled on the Inspection Request Form
When the request is complete, you will see it pop up in the unconfirmed widget on your Spectora dashboard. In this section, we will walk through how to confirm inspections submitted on the inspection request form.
 💡Quick tip: Click on the video above to expand it in another window. |
From your dashboard, locate the "unconfirmed" widget.
Click on the inspection you would like to confirm.
If you need to change the services, agreements, or fees, do so before confirming.
Click "Confirm and send notifications."
"Confirm and send notifications" will trigger your automated texts and emails. If you do not want to send these, but still confirm the inspection, you can select "Confirm with notifications disabled."
How to Embed the Inspection Request Form on a Website
When enabling the Inspection Request Form, we provide an iframe code you can copy and insert into your website. We'll walk you through how to get that iframe code now.
If you are using Spectora to host your website, you can submit a website edit request here to get this added.
 💡Quick tip: Click on the video above to expand it in another window. |
From your dashboard, click "Settings."
Under "Scheduling Tools", click "Inspection Request Form."
Scroll down to the "Embeddable Widget."
Copy the entire iframe code and paste into your website.
FAQ
Can the reCAPTCHA be turned off on the inspection request form?
We're very sorry, but we are unable to disable the reCAPTCHA. We have found that turning it off can lead to an influx of spam bots, resulting in numerous inspections being scheduled.
Can I customize the questions on the inspection request form?
Unfortunately, at the moment, there is no way to personalize those questions. However, you can submit a request for this to be added as a feature by clicking here.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
