Using Spectora Advanced, you can send your inspectors email or text notifications regarding their assigned inspections! Let's go over some commonly used actions.
Notifying the Inspector Assigned to a New Inspection
You may want to set up an Action notifying your inspectors each time they are assigned to a new inspection. This can be used to notify them when a new inspection is scheduled for them or if they are assigned to an existing inspection. This Action is helpful to ensure your inspectors are always aware of their appointments!
 💡 Quick tip: Click on the video above to expand it in another window. |
Click your profile picture in the top right corner of the Dashboard
Click "Actions" in the dropdown menu
Click to open the actions group where you'd like to add a new action
Click "+ Add Action"
Select "Inspector assigned" in the third dropdown menu
This is the 'event' for your action
You can set the action to only trigger once or to send only during certain hours
Click "Next"
Click "+ Add Rule"
Set your rule
Or, skip the rules entirely to send the action for all inspections regardless of service
Click "Next"
Name your action if you'd like
This name is not visible to anyone outside of your company/team
Click "Next"
Select "inspectors" in the To field dropdown menu
Add a subject line
Fill out your email body and utilize the placeholders on the right to auto-fill important inspection data like address, date, and time
Click "Save"
Notifying an Inspector of an Ancillary Service
You may have a specific inspector on your team who performs certain services or add-ons, or you may outsource specific services to a 3rd party inspector. You can create an Action to notify that inspector directly whenever a specific service or add-on is scheduled.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click your profile picture in the top right corner of the Dashboard
Click "Actions" in the dropdown menu
Click to open the actions group where you'd like to add a new action
Click "+ Add Action"
Set your event
Example: 0 hours after inspection scheduled
Optional: You can set the action to only trigger once or to send only during certain hours
Click "Next"
Click "+ Add Rule"
Set your rule
Example: Has >> Service Addon >> Residential Inspection>Termite
Click "Next"
Name your action if you'd like
This name is not visible to anyone outside of your company/team
Click "Next"
Enter the email address of the inspector that the email is going to
Add a subject line
Fill out your email body and utilize the placeholders on the right to auto-fill important inspection data like address, date, and time
Click "Save"
🌟 Pro-tip: You can also create inspector notifications for canceled or rescheduled inspections as well. Just copy the Action, and edit the Event to "Inspection Canceled" or "Inspection Rescheduled"!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
