Spectora has placeholders that are unique to the software and can easily auto-populate information anywhere! Use them to save yourself time and enhance your level of customization.
Where to Use Placeholders
Where to Use Placeholders
Using placeholders like {{CLIENT_NAME}} and {{ADDRESS}} in your automated emails and texts adds a high level of personalization and organization.
You can even add the {{ADDRESS}} placeholder in the subject line to make sure your email doesn't hit the recipient's spam folder!
We have placeholders specifically for texts so the inspection link is mobile friendly.
Need help setting up your automation? Check out this demo!
Having an address and price on your agreement is important! Using the {{ADDRESS}} placeholder will automatically bring in the address of the property being inspected.
You can use the {{SERVICES}} placeholder to list each service individually to the inspection, or even the {{FEES}} placeholder for a list of each service and their cost. {{PRICE}} is the placeholder you'd want to use for the total inspection fee.
That's right, placeholders will also work within reports! You can add placeholders like {{INVOICE_LINK}} and {{INSPECTION_LINK}} for the client and agent's quick reference in the Header Text.
Keep in mind that these placeholders load when the report is built, so you can't add them after the fact.
Calendar Hover Text
Handy information for you or your staff to have can be added to your company's calendar hover text under Settings > Company Settings > Calendar Options.
You can add {{CLIENT_CONTACT_INFO}} to quickly grab a phone number or name by hovering over the event.
Google Calendar
You can also push placeholders to your Google Calendar event under Settings > User Options > Integrations > Customize Calendar Text.
How to Add Placeholders
How to Add Placeholders
You can easily add placeholders to your Automation or Action emails, your templates, and your agreements. Simply click and place your cursor where you want the placeholder to be, then click the orange button to the right OR copy and paste from the list below.
How to Add Placeholders to Automation Emails
How to Add Placeholders to Automation Emails
💡 Quick tip: Click on the video above to expand it in another window.
Click "Automation"
Click a group to open it
Click "Edit Template" to the right of an email
Click into the body of the email to place your cursor
Click one of the orange buttons on the right to add the placeholder
You'll see the placeholder in the email body
Click "Save Email Template"
How to Add Placeholders to Your Agreements
How to Add Placeholders to Your Agreements
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Agreements"
Click on an agreement to edit it
Click into the Agreement Text box to place your cursor
Click one of the orange buttons on the right to add the placeholder
You'll see the newly added placeholder in the Agreement Text box
Click "Save Agreement"
How to Add Placeholders to Your Templates
How to Add Placeholders to Your Templates
💡 Quick tip: Click on the video above to expand it in another window.
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click on a comment to expand it
Copy and paste your placeholder into the "default text" box
The template will auto-save
Full List of Placeholders
Just copy and paste from this list, but make sure to include the brackets around the text: {{}}
We've provided examples for each placeholder on how they will show to the client or agent. Each example has the title of the placeholder and how it shows on an email or agreement.
Example - For the {{ADDRESS}} placeholder, the agreement we used had "Address: {{ADDRESS}}" listed. The placeholder will only pull in the actual address information, not the word 'Address.'
Inspection Property Details
Inspection Property Details
{{ADDRESS}}
The full address of the inspection including city, state, and zip
Example:
{{STREET}}
The street address of the inspection
Example:
{{CITY}}
The city the inspection is in
Example:
{{STATE}}
You guessed it- the state the inspection is in
Example:
{{ZIP}}
Just the zip code of the inspection address
Example:
{{COUNTY}}
The county the inspection is in - If no county is recorded with the inspection it will render just a blank space
Example:
{{YEAR_BUILT}}
Year the home was built according to inspection details
Example:
{{FOUNDATION}}
The foundation type selected when scheduling
Example:
{{SQUARE_FEET}}
Total square feet from the inspection details
Example:
Fees and Services
Fees and Services
{{DESCRIPTION}}
Lists the display name of the associated templates for the inspection
Example:
{{NOTES}}
Any note added to the Internal box on the inspection details page
Example:
{{PRICE}}
The total cost of the inspection
Example:
{{FEES}}
A list of the services and their costs, separated by commas
Example:
{{SERVICES}}
Services on the inspection are separated by commas
Example:
{{EVENTS}}
Table of events with start/end times and inspector names
Example:
{{EVENTS_LIST}}
Table of events with start and end times
Example:
{{EVENTS_TEXT}}
List of events with start/end times and inspector names
Example:
{{EVENTS_LIST_TEXT}}
List of events with start and end times
Example:
{{PAID}}
Yes/No if the inspection is paid for
Example:
{{PUBLISHED}}
Yes/No if inspection is published
Example:
{{AGREED}}
Yes/No if all inspection Agreements are signed
Example:
{{ORDER_ID}}
The order ID number associated with the inspection
Example:
{{CURRENT_DATE}}
Populates current date (ex. place in your agreement to populate the date the inspection was scheduled/agreement was created)
Example:
{{CURRENT_YEAR}}
Populates the current year
Example:
Client Information
Client Information
{{CLIENT_NAME}}
Client's full name, first and last
Example:
{{CLIENT_FIRST_NAME}}
The client's first name only
Example:
{{CUSTOMER_INITIALS}}
This inserts code that will be replaced by a blank space
Example:
{{CLIENT_CONTACT_INFO}}
The client's email and phone number
Example:
{{CLIENT_PHONE}}
Client's phone number
Example:
{{CLIENT_EMAIL}}
Client's email
Example:
{{CLIENT_ADDRESS}}
The client's mailing address, not the inspection address
Example:
Client's Agent Information
Client's Agent Information
These placeholders are for the Client's Agent or the Buyer's Agent
{{AGENT_NAME}}
Client agent's full name, first and last
Example:
{{AGENT_FIRST_NAME}}
Client agent's first name only
Example:
{{AGENT_CONTACT_INFO}}
Client agent's email and phone number
Example:
{{AGENT_PHONE}}
Client agent's phone number
Example:
{{AGENT_EMAIL}}
Client agent's email
Example:
{{AGENT_ADDRESS}}
Client agent's street address
Example:
{{AGENT_FULL_ADDRESS}}
Client agent's full address with street, city, state, and zip code
Example:
{{AGENT_CITY}}
Client agent's city
Example:
{{AGENT_STATE}}
Client agent's state
Example:
{{AGENT_ZIP}}
Client agent's zip code
Example:
Listing Agent Information
Listing Agent Information
These placeholders are for the Listing Agent or Seller's Agent
{{SELLING_AGENT_NAME}}
Listing agent's first and last name
Example:
{{SELLING_AGENT_FIRST_NAME}}
Listing agent's first name only
Example:
{{SELLING_AGENT_CONTACT_INFO}}
Listing agent's email and phone number
Example:
{{LISTING_AGENT_PHONE}}
Listing agent's phone number
Example:
{{LISTING_AGENT_EMAIL}}
Listing agent's email
Example:
{{SELLING_AGENT_ADDRESS}}
Listing agent's street address
Example:
{{SELLING_AGENT_FULL_ADDRESS}}
Listing agent's full address with street, city, state, and zip code
Example:
{{SELLING_AGENT_CITY}}
Listing agent's city
Example:
{{SELLING_AGENT_STATE}}
Listing agent's state
Example:
{{SELLING_AGENT_ZIP}}
Listing agent's zip code
Example:
Inspection Details
Inspection Details
{{INSPECTION_DATE}}
Date the inspection will take place
Example:
{{INSPECTION_TIME}}
Time the inspection will start
Example:
{{INSPECTION_END_TIME}}
Time the inspection is scheduled to finish
Example:
{{SECURE_24_OPT_OUT}}
Yes/No if the inspection is opted into Secure24
Example:
{{EDIT_LINK}}
The link to the report editor (use this internally only)
Example:
{{SIGN_AND_PAY_LINK}}
Button link to go to inspection details/client view to sign the agreement and pay for the inspection
Example:
{{SIGN_LINK}}
Button link to go to the client portal where the agreement is signed
Example:
{{PAY_LINK}}
Button link to go to the client portal where payment can be made
Example:
{{INSPECTION_TEXT_LINK}}
Mobile-friendly link to go to inspection details/client view
Example:
{{INVOICE_LINK}}
Button link to go to invoice
Example:
{{INVOICE_TEXT_LINK}}
Mobile-friendly link to go to the invoice
Example:
{{VIEW_REPORT_ON_CLIENT_PORTAL_LINK}}
Button link to go to the report in the client portal
Example:
{{REPORT_TEXT_LINK}}
Mobile-friendly link to all web reports on the inspection (bypasses inspection details, best for agents)
Example:
{{REPORT_LINK}}
Link to all web reports on the inspection (bypasses inspection details, best for agents)
Example:
{{REPORT_PDF}}
Button links for each report PDF and report attachment PDF
Example:
{{SUMMARY_PDF}}
Button link for just the PDF summary
Example:
{{REVIEW_LINK}}
Link to leave a review for the inspector on Spectora Reviews
Example:
{{REVIEW_STARS}}
Graphic with stars to leave a Spectora Review
Example:
{{REPORT_PUBLISHED_LINK}}
Advanced feature: Link to published reports only
Example:
{{REPORT_PUBLISHED_TEXT_LINK}}
Advanced feature: Mobile-friendly link to published reports only
Example:
Inspector Information
Inspector Information
All info for these placeholders can be added under Settings > Profile
{{INSPECTOR_FIRST_NAME}}
Assigned inspector's first name. If more than one inspector is assigned, the placeholder will pull in the first name of the primary inspector only.
Example:
{{INSPECTOR_NAME}}
Assigned inspector's first and last name
Example:
{{INSPECTORS}}
First and last names of all assigned inspectors
Example:
{{INSPECTORS_FIRST_NAMES}}
First name of all assigned inspectors. Names are listed alphabetically.
Example:
{{INSPECTOR_PHONE}}
Assigned inspector's phone number
Example:
{{INSPECTOR_EMAIL}}
Assigned inspector's email; email inspector uses to login
Example:
{{INSPECTOR_CREDENTIALS}}
Licensing credentials in assigned inspector's profile
Example:
{{INSPECTOR_IMAGE}}
Inspector profile photo
Example:
{{INSPECTOR_SIGNATURE}}
Image for inspector signature
Example:
{{INSPECTOR_DESCRIPTION}}
Inspector's description from their profile
Example:
{{INSPECTOR_NOTES}}
Notes from the inspector's profile
Example:
{{INSPECTOR_INITIALS}}
Assigned inspector's initials
Example:
Company Information
Company Information
All info for these placeholders can be added under Settings > Profile
{{INSPECTION_COMPANY}}
Company name in profile
Example:
{{INSPECTION_COMPANY_PHONE}}
Company phone number in profile
Example:
{{COMPANY_ADDRESS}}
Company address in profile
Example:
{{COMPANY_CITY}}
Company city in profile
Example:
{{COMPANY_STATE}}
Company state in profile
Example:
{{COMPANY_ZIP}}
Company zip code in profile
Example:
{{COMPANY_PHONE}}
Company phone in profile
Example:
{{COMPANY_WEBSITE}}
Company website in profile
Example:
Custom Scheduling Fields
Under Settings > Scheduling Tools > Scheduling Options, you can add custom scheduling fields to your account. These are fields that are collected on scheduling, just like address or client name!
Each custom scheduling field has its own placeholder that you can copy once the field has been created.
To copy a custom field placeholder to your clipboard, click the green placeholder icon next to the custom scheduling field in Settings and paste it anywhere you would use the Spectora placeholders.
Frequently Asked Questions
How do I make a placeholder for an add-on or service?
The system will create one for you! When you create a new service or add-on under Settings > Services & Fees, a new placeholder will be created automatically. You'll see them listed in the orange placeholders.
I have several inspectors on my team. How do I add each inspector's state certification number to my inspection agreements? I can't find a placeholder to add one.
Easy peasy! You'll want to use the {{INSPECTOR_CREDENTIALS}} placeholder. If you paste that into your agreement, it will auto-fill with the information listed under their 'credentials' in their profile.
Note: The placeholder will only pull in the credentials of the inspector assigned to that particular inspection.
Can I create my own placeholders?
The only way to create your own placeholders is by creating custom scheduling fields.
Why isn't my placeholder working?
Check to see that the placeholder was entered correctly!
Example: {{ADDRESS}} = correct, {Address} = not correct.
I need to have the start and end times of the inspection in my report. How can I do this?
You can add the placeholders {{INSPECTION_TIME}} and {{INSPECTION_END_TIME}} to a comment inside your template! By adding them to your template, they will pull in the start and end times automatically for each inspection.
These times pull from the Inspection Details to show when the inspection is set to start and end - ie. 8:00 AM - 10:30 AM.
The {{INSPECTION_TIME}} placeholder will show the start time of the inspection.
The {{INSPECTION_END_TIME}} placeholder will show the end time of the inspection.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
