Spectora offers a variety of partnership opportunities that can add value to your home inspection business. These partnerships provide additional services or benefits, which you can integrate directly into your Spectora account. Enabling these offers is a simple process, allowing you to enhance your service offerings and streamline your operations.
Here’s a step-by-step guide on how to enable partnership offers in Spectora.
Why Enable Partnership Offers?
Enhance Your Services: Many partnerships provide additional tools or services that can help you offer more value to your clients.
Save Time and Money: Some offers include discounts or integrations that can save you both time and money.
Streamline Operations: By enabling partnerships that integrate directly into Spectora, you can keep everything organized in one platform, reducing the need to manage multiple tools separately.
Company Settings
Company Settings
In this section, we'll show you how to enable Partnerships!
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Partnerships"
Click "Enable Partnership Program"
Once enabled, Partnerships will be displayed on all services
Scroll through the available partnerships and click "enable this partner" for each one you'd like to offer.
🔴 Note: The partners you select here are your company's "Master Settings" which means...
If a partnership is disabled on the company level, you will not have the option to enable it on the service or inspection level.
If a partner does not currently operate in your state, you will be blocked from enabling it to ensure your clients are only provided with relevant products.
You can verify or update your address in Settings > Profile > Company Information
Browse Available Partnership Offers
Browse Available Partnership Offers
Once you’re in the Partnership Offers section, you’ll see a list of available partnerships. These offers can range from discounted services to integrations with third-party tools that can improve your inspection business.
Read the Details: Click on each offer to view more information about what the partnership includes, such as pricing, benefits, and any additional features.
Choose What Works for You: Select the partnerships that best align with your business needs and goals.
Service Level Settings
Service Level Settings
When setting up a service, you have the option to select which partnership offers are enabled by default. For example, you can turn off home insurance offers for your commercial inspection service.
In this section, we'll walk you through how to enable partnerships for specific services.
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Services & Fees"
Click on a service to expand it
Partnership offers will show at the bottom of the service
To enable a partnership for the service, check the box to the left of the partnership name
To disable a partnership for the service, uncheck the box to the left of the partnership name
When an inspection has multiple services included, both services' partnership defaults will be checked. This means a partnership offer will be included so long as one of the inspection's services has it enabled.
Inspection Details
Inspection Details
On the inspection details page, you have the option to disable or enable partnership offers. The offers that are pre-checked are determined by the service selected.
In this section, you'll see how to enable or disable partnerships on an individual inspection.
💡 Quick tip: Click on the video above to expand it in another window.
Click on the inspection from your dashboard to open the Inspection Details page
Towards the bottom of the Inspection Details page, you'll see a "Partnerships" box on the left
All enabled partnerships will automatically show as checked for the inspection
To disable a specific partnership for the inspection, uncheck the box to the left of the offer
To re-enable a partnership for the inspection, check the box to the left of the offer
To disable all partnership offers for the inspection, uncheck the "Show Partnership Offers" box
To re-enable all partnerships for the inspection, check the box to the left of "Show Partnership Offers"
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
