You can request external reviews on the client portal! Spectora reviews are still available and offer the most integrated experience.
Check out our tour video below!
Enabling External Reviews Such as Google Reviews
This section will show you how to enable the external review option for the client portal.
Click "Settings"
Under Business Tools, click "Review Options"
Check the box "Enable External Reviews as a Task in the Client Portal"
Enter the link to your review page (ie. Google Reviews)
Enter the review platform name
How to Test the Review Link
Once you've followed the steps above clients will start seeing the "Review Us on [BLANK]" task on their client portal.
To test the link, follow these steps:
Click on a completed and published inspection
Open an email sent to the client with the portal link
Click "Inspection Details" to open the client portal
Click "Review Us on [BLANK]"
You'll see a "Leave a Review" button that redirects to your review platform
This task will only appear after the inspection is concluded and the report is published.
π’This task is only seen using a link SENT to a client NOT the Client View button π’
Frequently Asked Questions
Will I receive a notification if a client leaves an external review?
No, you will not receive a notification from Spectora if a client interacts with this task. However, Google or your other site will likely notify you of a new review.
β
Can I see external reviews with Spectora reviews on my account?
No, at this time external reviews will not load into and be visible on your Spectora account.
β
Why doesn't the task close automatically after the client leaves a review?
On the Spectora side, we have no way of knowing whether they completed a review on the external site. For that reason, they will have to click "Done" to remove the task from their to-do list.
β
Can I transfer my Google Reviews to Spectora?
No, Google is very particular about review integrations so we can't transfer or merge Google Reviews to Spectora.
β
Why can't I see the external review task?
To see the review task, make sure that you're viewing the portal from a link sent to the client. The "Client View" button on the inspection details page won't show the review options. Additionally, the review option will only show after the inspection is completed and published.
βIf you have any questions or feedback, write into our chat bubble or email support@spectora.com!
β