Our Client Portal is designed to make it simple and easy for your clients to manage the home inspection process.
Additionally, clients can quickly request additional services and interact with partnership offers to help you earn more revenue per inspection.
With the Client Portal, clients can...
View their inspection report(s)
Sign agreements
Complete payments
View and request Add-On Services (optional)
Leave and edit reviews (optional)
Interact with partner offers (optional)
View their inspection team & contact information
All in one place!
Navigating the Client Portal
Navigating the Client Portal
This section will show you and your client how to navigate through the portal and complete all necessary tasks, such as signing the agreement and making their payment.
💡 Quick tip: Click on the video above to expand it in another window.
Click "Sign & Pay" in the inspection confirmation email
You'll be directed to the dashboard of the Client Portal
At the top of the dashboard, you'll see the base details of the inspection (address and date)
Next, you'll see any available add-on services
To dismiss, click "No thanks" or click "Learn More" to which add-ons are available
Below the add-ons banner, the Payment prompt will show
Click "Pay Now" to pay for the inspection
At the bottom of the dashboard, the Inspection Agreement prompt will show
Click "Sign" to sign and submit the agreement
The Payment and Agreement steps will show as completed once payment is made and the agreement is signed
Once the report is published, it will appear on the dashboard
Click "View Report" to open it
On the dashboard, you'll also see available partnerships
Click "See Offers" to view them
The "Order Details" tab will show the full information about the inspection including all services/add-ons, address, inspection date/time, and all people associated
The "Documents" tab will show all reports, agreements, and invoice associated with the inspection
The "Contractors" tab will show active, local contractors that can be contacted for various types of work
The "Special Offers" tab will show available partnerships for offers such as home security, insurance, and moving
The "Contact Us" tab will show contact information for the inspector and the inspection company
Note: There are a few options not viewable through the "Client View" button on the Inspection Details page - upsell add-ons, review options, and partnerships will not show.
To view these options, you'll need to open the client portal in an incognito window using the confirmation email link.
*To open an incognito window on Windows, Linux, or Chrome OS: Press Ctrl + Shift + n. To open an incognito window on Mac: Press ⌘ + Shift + n
Client Portal Table of Contents
Client Portal Table of Contents
There are 5 main components of the Client Portal: Dashboard, Order Details, Documents, Contractors, and Contacts. Each of these components contains important information about the inspection.
Let's break each tab down a bit more.
Dashboard
Here, you'll see the cover photo, the address, and the date of the inspection
Add-on upsells will show below the cover photo/inspection information
Below the add-ons are the steps for making payment and signing the agreement
Order Details
This tab will show the full information about the inspection including all services/add-ons, address, inspection date/time, and all people associated with the inspection (clients, agents, inspectors, and additional people)
Documents
This tab will show the invoice, the agreement, attachments, and the reports once published
Contractors
This tab will show all of your active recommended contractors
For more information on recommended contractors, click here.
Contact Us
This tab will show both the inspector's and the inspection company's contact details
To verify your contact information, go to Settings > Profile.
Tips for the Client Portal
Tips for the Client Portal
Utilize our upsell feature
With the upsell feature, clients can add additional services in the "Review Your Services" task and "Services" tab of the client portal. Clients will see the name, description, and price of add-on services. They can then select these services and submit add-on requests directly through the client portal.
Collect Spectora Reviews
Within the client portal, clients can leave you a Spectora Review for your excellent service. Spectora Reviews can help grow your business and boost your ranking on our Find An Inspector page.
Collect External Reviews
Within the client portal, clients can leave you a review for your platform of choice, like Google. These reviews can help boost your Google Business listing.
Offer Partnerships
Spectora partners with national brands to create opportunities to add more value for your clients. This is a fully optional program but an excellent way to maximize your per-inspection earning potential.
When a client accesses their inspection report they can interact with your selected partner offers. If the client submits their information and purchases a service you get paid.
Frequently Asked Questions
Why am I seeing a "Limited View" banner in the portal?
The limited-view banner will appear when viewing the portal through the Client/Agent view button or through an email sent via the Share Details/Create Email button.
This is intentional as the portal has not been accessed via a tokenized link. By accessing the portal via a non-tokenized link, certain client actions like viewing add-on upsells are unavailable. This prevents those actions from being performed by someone other than the client!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
