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List of Placeholders and Where to Use Them

Complete list of available placeholders and how to make the most of them.

Support Team avatar
Written by Support Team
Updated over 3 months ago

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

  • Automation and Advanced Actions

    • 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!

  • Agreements

    • 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.

  • Templates

    • 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

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

💡 Quick tip: Click on the video above to expand it in another window.

  1. Click "Automation"

  2. Click a group to open it

  3. Click "Edit Template" to the right of an email

  4. Click into the body of the email to place your cursor

  5. Click one of the orange buttons on the right to add the placeholder

  6. You'll see the placeholder in the email body

  7. Click "Save Email Template"

How to Add Placeholders to Your Agreements

💡 Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Agreements"

  3. Click on an agreement to edit it

  4. Click into the Agreement Text box to place your cursor

  5. Click one of the orange buttons on the right to add the placeholder

  6. You'll see the newly added placeholder in the Agreement Text box

  7. Click "Save Agreement"
    ​

How to Add Placeholders to Your Templates

💡 Quick tip: Click on the video above to expand it in another window.

  1. Click "Templates"

  2. Click "My Templates"

  3. Select your template from the dropdown menu

  4. Click on a comment to expand it

  5. Copy and paste your placeholder into the "default text" box

  6. The template will auto-save

Full List of Placeholders

Placeholders need to be in all caps i.e. exactly as written. Just copy and paste from this list, and 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

  • {{ADDRESS}}

    • The address placeholder includes 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

  • {{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_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:

    • In order to gather this information navigate to Settings > Scheduling Options > Capture buyer address. This has to be enabled in order for that field to show up during scheduling.

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


​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_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}}

    • Generates a button that links to the inspection details/client view to sign the agreement and pay for the inspection

    • Example:

  • {{SIGN_LINK}}

    • Generates a button that links to the client portal where the agreement is signed

    • Example:

  • {{PAY_LINK}}

    • Generates a button that links 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}}

    • Generates a button that links to invoice

    • Example:

  • {{INVOICE_TEXT_LINK}}

    • Mobile-friendly link to go to the invoice

    • Example:

  • {{VIEW_REPORT_ON_CLIENT_PORTAL_LINK}}

    • Generates a button that links 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}}

    • Generates button links for each report PDF and report attachment PDF

    • Example:

  • {{SUMMARY_PDF}}

    • Generates a button link for just the PDF summary

    • Example:

  • {{REVIEW_LINK}}

  • {{REVIEW_STARS}}

  • {{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:

🔴 Review placeholders {{REVIEW_LINK}} and {{REVIEW_STARS}} do not work in emails sent using "Share Details".

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

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?

  • 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!

Related Articles
Displaying Inspection Fees on Agreements
Viewing the Inspection Change Log
How to Navigate the Client Portal
What's Included in Spectora's Software
Internal Scheduling Options
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