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How to Navigate the Client Portal

A modern interface for your clients to interact with your business

Written by Mallory Lydon
Updated over a week ago

Our Client Portal makes it easy for your clients to manage the home inspection process and access optional homeowner services.

With the Client Portal, clients can:

All in one place!

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.

  1. Click "Sign & Pay" in the inspection confirmation email

  2. You'll be directed to the dashboard of the Client Portal

  3. At the top of the dashboard, you'll see the base details of the inspection (address and date)

  4. Next, you'll see any available add-on services

    1. To dismiss, click "No thanks" or click "Learn More" to see which add-ons are available

  5. Below the add-ons banner, the Payment prompt will show

    1. Click "Pay Now" to pay for the inspection

  6. At the bottom of the dashboard, the Inspection Agreement prompt will show

    1. Click "Sign" to sign and submit the agreement

  7. The Payment and Agreement steps will show as completed once payment is made and the agreement is signed

  8. Once the report is published, it will appear on the dashboard

    1. Click "View Report" to open it

  9. On the dashboard, you'll also see a Special Offers task and a "Moving is Hard" card for Protection Products powered by Fixle

    1. Click "Get a Quote" or "See Deals" to explore available homeowner services

  10. 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

  11. The "Documents" tab will show all reports, agreements, and invoice associated with the inspection

  12. The "Contractors" tab will show active, local contractors that can be contacted for various types of work (only visible if your company has Recommended Contractors enabled)

  13. The "Special Offers" tab will show Protection Products powered by Fixle — including home insurance, warranty, and security options

  14. The "Contact Us" tab will show contact information for the inspector and the inspection company

TIP: There is no single client or agent portal where all inspections can be viewed. Each inspection has its own portal with its own personalized link.

Client Portal Table of Contents

There are up to 6 components of the Client Portal: Dashboard, Order Details, Documents, Contractors (if enabled), Special Offers, and Contact Us. Each contains important information about the inspection.

Let's break each tab down.

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 and inspection information

  • Below the add-ons are the steps for making payment and signing the agreement

  • A Special Offers task and "Moving is Hard" card will also appear here, giving clients quick access to Protection Products powered by Fixle

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 (optional)

  • This tab will show all of your active recommended contractors

  • Only visible if your company has the Recommended Contractors feature enabled

Special Offers

  • This tab is always visible in the Client Portal

  • Displays Protection Products powered by Fixle — including insurance, warranty, and home security options

  • Clients can return here at any time to explore options, even if they previously dismissed an offer

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

  • 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.

    • Check out this article for the full step-by-step process of upselling!
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Frequently Asked Questions

  • Why am I seeing an "Unknown user" banner in the portal?
    ​

    • The Unknown user banner will appear when viewing the portal through an email sent without a tokenized link, for example 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 or signing agreements are unavailable. This prevents those actions from being performed by someone other than the client!

    • The "Get Full Access" button is there so that the client can input their email as it is on the inspection to gain full access to the client portal.

    • Keep in my mind, no tokenized link will be generated if the email used for the client is connected to an existing inspector or staff account. So, if the client email is an email used for an inspector or staff account, you will not have access to the normal client portal view.
      ​

  • Why do I see 'Report' twice in the client portal? It's showing as 'View Residential Report Report.'
    ​

    • We add the word "Report" to the card (shown above) automatically, as the template name doesn’t need to include it.

    • For example, a template named "Residential Inspection" will show as "Residential Inspection Report" in the client portal.

    • If your template name already includes "Report," it will display redundantly as "Residential Inspection Report Report."

  • What is a "tokenized link" and why is it necessary?

    • A tokenized link is a special type of URL that includes a unique code (or ‘token’) to grant access without requiring a login. This token acts as a key, allowing users to securely view specific content. Every email containing placeholders that route to Spectora includes a tokenized link tied to the recipient’s role in the inspection. This ensures that clients and client agents each have their own unique access tokens, preventing unauthorized parties from signing agreements or viewing reports.

  • Is there a way for clients or agents to view all of their inspections on one client portal?

    • No, there is no specific portal or way for clients to access all inspections in one place. Clients or agents can only access each individual inspection using the links sent via text or email for that specific inspection.

    • Feel free to add your vote to the feature request for this!
      ​

  • Can my clients opt out of the Protection Products powered by Fixle offers?

    • Clients are never required to engage with Fixle Protection Products. If a client dismisses an offer, the Special Offers tab remains accessible in case they want to revisit it later. No provider receives client information unless the client actively requests it.

If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
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Related Articles
Upselling Add-On Services through the Client Portal
External Reviews with the Client Portal
How Spectora Inspections Work from the Client Perspective
Warranty Offers by Fixle: Overview for Inspectors
Fixle for Inspectors: Overview
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