With Spectora Advanced, you can add as many clients and agents as you'd like to an inspection. We also have some new profile options:
Attorney
Insurance Agent
Transaction Coordinator
Title Company
This makes it easy to specify who is on the inspection and what their role is besides just clients and agents.
🔴 Note: 🔴
The Additional People feature will only work correctly with Actions. It will not work with the base Automations.
If you are using Automations, you will not be able to resend confirmation emails to any additional agents/people on the inspection.
Adding Additional People on the New Inspection Form
You have the option to add people from the New Inspector Form when booking the inspection. This allows you to input their information right at scheduling, just like with clients and agents! In this section, you'll see how easy it is to add additional people.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "+New Inspection"
Click "Add Additional Person"
If this is a new contact, fill out their information
If you've worked with this person before, click "Person Search"
Type their name or email address in the search line
Click "Save Inspection"
Adding Additional People on the Inspection Details Page
If you've already scheduled the inspection and need to add additional people, you can do so easily! In this section, we'll show you how to add additional people through the Inspection Details page.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection from your dashboard
Click "+New" in the PEOPLE box
Click "Add Another Person"
If this is a new contact, fill out their information
After entering their contact info, select their role from the dropdown menu
Click "Add Person" once you've entered their info and selected their role
If you've worked with this person before, click "Search for Existing Person"
Type their name or email address in the search line
Click "Add Person" when finished
Using Actions with Additional People
These new profile types are available on Actions as well! You can create customized emails and texts for the Attorney, Insurance Agent, Transaction Coordinator, and Title Company.
You can select these profiles as the recipients on any Action, giving you even more power to customize with Spectora Advanced!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
