What is Spectora Academy?
Spectora Academy is your one-stop place to learn how to use your Spectora account. From easy, efficient videos to full-platform walkthroughs, learn everything you need about the industry's leading inspection platform.
Spectora Academy is broken down into 5 easy-to-follow modules. Each module will cover important settings and tools to help you navigate Spectora, build your business, and improve your inspection process.
🌟 Missed the first module? No worries! Click here to go to Module 1.
Let's dive into the second module!
Module 2: Client & Agent Tools
Welcome to Module 3 of Spectora Academy. By the end of this module, you should feel confident in your Spectora profile, and ready for clients to book through your online scheduler. We'll cover:
Automation
The Client Portal
Agent Benefits
Let's get started!
Automation
This section will cover how you can set up and use automation within Spectora.
📹 Watch time: 4 minutes
How to Set up Automations
You can use Spectora to send automated emails and text messages to your clients and agents. This makes communication smooth and easy for all of your inspection appointments. Clients and agents can be automatically notified when their inspection is scheduled, reminders for upcoming inspections, and when their report is ready to view. Automations can be customized to fit your business needs. Follow along with the steps below to set up your automations.
Go to the Automation tab near the top of your screen
Choose the type of emails/texts you would like to edit.
For example: Scheduling
These emails/texts will be sent immediately after a confirmed inspection is scheduled
Check the box next to the emails and text messages you want to send to clients, client's agents, and listing agents
Click the "Edit Template" button next to each email you have turned on. You will be able to edit what the emails say.
Make sure you check the Subject and Placeholders for every email and text template. Placeholders will auto-populate information from each of your inspections
Don't forget to SAVE!
Repeat this process for every email type, and every client type (client, client's agent, listing agent)
🔴 Note: If you'd like to edit text message content, you can purchase a custom text number. Here is more information about how to purchase a number and why this is required by law.
Client Portal & How to Read a Home Inspection Report
This one's to share with your clients. Pass this video along so your clients can get to know your Client Portal in Spectora and understand how to read their home inspection reports.
📹 Watch time: 3 minutes
Agent Benefits
And this one is to share with your agents! We've found that being a Spectora inspector can be a unique value proposition (UVP), so please feel free to share this video with any realtors you work with to let them know why Spectora is great for them.
📹 Watch time: 4 minutes
Now you're ready to move to Module 3: Spectora Settings
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
