Once a client books an inspection, you can upsell your add-on services through the client portal. 📈
Check out our video here to see how this works!
How Upselling Add-ons Works
On the "Review Your Services" task and "Services" tab of the client portal, clients will see the name, description, and price of available add-on services. Clients can then select these services and submit add-on requests directly through the client portal.
Once an add-on is requested, company admins will see an alert pop up on their dashboard. This alert is signaled with a red flag icon on the calendar event, as well as a listing in the "Alerts" box.
As the inspector, you will receive an email notification with the client's requested add-ons. By default, all company administrators will be copied on this email as well. You can also designate single or multiple recipients for add-on requests in settings.
If you add the service to the inspection the client will be notified of their new charges and agreements.
Setting Up Add-On Services
The add-on services that appear on the services tab are determined by the base services of the inspection. When setting up a service you have the option to designate add-on services.
To offer an add-on service for upsell, follow these steps:
Click "Settings"
Click "Services & Fees"
Click the service you want to offer upsells with
Ensure your add-on service is set
Check the box to "Allow Upsell"
 💡 Quick tip: Click on the video above to expand it in another window. |
In the example below Sewer Scope and Radon Testing services are add-ons for the "Residential Inspection" service. Add-on services will only be shown if "Allow Upsell" is checked.
With this configuration, clients who are scheduled for the "Residential Inspection" service will see the Sewer Scope and Radon Testing services as optional add-ons on the client portal.
*Notes: Add-on services are only visible through the client portal links sent to the client via email or text. They are NOT visible through the "Client View" button.
Customizing the Task Instructions
When a client requests an add-on, it is not automatically added to the inspection. We realize there are many reasons why an add-on could not be performed on a specific property or date.
To address this, you can customize the text on the task to set expectations around pricing and availability.
You can customize this text in Client Portal Add-On Requests.
Click "Settings"
Under Scheduling Tools, click "Client Portal Add-on Requests"
Enter your preferred instruction text here
 💡 Quick tip: Click on the video above to expand it in another window. |
By default, the text will read "We offer these additional services."
Receiving the Add On Request
When a Client submits a request, the inspector and company admins are notified in three ways:
A calendar flag
A dashboard alert
An email alert
With email alerts, you can designate single or multiple recipients for add-on requests in Settings > Scheduling Tools > Client Portal Add-On Requests.
The email will include the requested service or services, the inspection address, and who submitted the request.
Adding the Requested Service to an Inspection
You can easily accept the add-on request from your dashboard.
Click on the inspection from your dashboard
You'll see REQUESTED ADD-ONS listed in the Services & Add-ons box
Click the + button to accept the add-on request
Click "Update Agreements" to include the new fee
 💡 Quick tip: Click on the video above to expand it in another window. |
If the request isn't able to be accommodated, hitting the trash can will remove the request and clear the alert from the calendar.
Once the fee is added, any texts or emails you have set up for new fees on inspections will be sent. In addition, you will have the option to update the inspection agreement to include the additional fees.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
