Have you ever wished there was a record of who left a note on an inspection and when?
Spectora Advanced has your back! Enabling office notes makes it effortless to keep a detailed record on any inspection.
This feature is only available for Spectora Advanced users.
Enabling Office Notes
Once you've started with Spectora Advanced, you're ready to utilize the Office Notes feature! In this section, you'll see how easy it is to enable the Office Notes.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Settings"
Click "Advanced Tools"
Click "Enable Office Notes"
Using Notes on an Inspection
Once Office Notes are enabled, you can begin adding them to any inspection. These notes can be used to confirm information from the listing agent, client's agent, or scheduling team.
🌟 Note: Office Notes do not display on the mobile app- use the inspector notes field for any notes that need to be visible to the inspector on the app!
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection from your dashboard calendar
You'll see the Office Notes box on the Inspection Details page
Type your note into the text box
Click "Add Note" to save
Your new note will show along with your name and the time stamp
Click "Delete" to remove an existing note
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
