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 to know 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 that will help you navigate Spectora, build your business, and improve your inspection process.
🌟 Did you miss the fourth module? No worries! Click here to go to Module 4.
Let's jump right into the fifth module!
Module 5: Revenue and Reviews
Welcome to the fifth and final module of Spectora Academy. Now that you've learned most of the platform, we'll discuss how to get reviews, how to market/allow clients to book ancillary, and how to set up recommended contractors within Spectora.
We'll cover:
Client Portal Upsells
Client Portal Reviews
Recommended Contractors
Client Portal Reviews
Reviews are incredibly important to a business. In this quick video, we'll guide you through setting up external reviews (Google, or any other platform of your choice) in the Client Portal.
📹 Watch time: 2 minutes
Click in to your Settings page
Scroll down to Review Options
Click "Enable external reviews"
Copy the URL at the top of your page
Go back into your Spectora Settings for Review Options
Paste this URL and it will save automatically
Once you've completed an inspection and clicked publish, your client will receive a link back to their client portal and they will have a task in their client portal to leave a review.
When your client clicks "leave a review" it will open them directly to your Google review page.
📗 Quick tip: The best way to get the link for your Google page would be to jump over to Google, search your company, and find your Google profile.
Client Portal Upsells
We make upselling easy. In this video, we'll show you how to include your ancillary services and add-ons in your client portal so every client will see them automatically if they don't initially purchase your ancillary services.
📹 Watch time: 2 minutes
Jump into your Settings page.
Click "Services and Fees"
This functionality is specific to add-on Services.
You may already have a few add-ons attached to your service, but if not, you can add any add-ons you want to upsell on the client portal.
Be sure to check the "allow upsell" box!
This means that if your service has been scheduled, any of these add-ons that were not added to the inspection will be shown on the client portal as an upsell option.
If your client decides to add any remaining add-on services, you will receive an email and you will see a flag on the inspection in your dashboard calendar.
You will also see this in your alerts box!
To see, accept, or deny the requested add-on, click on the inspection then scroll to the Services & Add-Ons box.
Click the + button to accept
Click the trash can button to deny
Recommended Contractors
This video will walk you through setting up your recommended contractors in Spectora, and customizing your contractor types for preference, or if you need to do so to meet state guidelines.
📹 Watch time: 3 minutes
Click on Settings.
You should see Recommended Contractors under the Spectora Connect Header
If you don't, reach out to our team on the chat bubble - we'll help you get sorted!
You can customize your contractor types to fit your needs.
This is completely optional - you can use our list of contractor types or make your own edits to be more specific
Scroll down your settings page to find the Report Options header
Click Recommendation Types
By selecting default, you will be able to edit our pre-made list of contractors
Once you make a change, click save and it will reorganize your list to keep your new contractor types in alphabetical order.
When you're finished, scroll to the top and click back into settings.
Now open up your recommended contractors
This list will be organized alphabetically by your contractor type
You'll also see the contact name, email, company name, and contractor types that it is connected to.
You also see how many times one of your clients has sent their information over to one of your recommended contractors under leads from the report.
Click Create Contractor in the top right corner to add a new recommendation to your list.
Additionally, you can preset your recommended contractor types for your deficiency comments. To do that:
Click on your Templates tab
Make your way to your defect comments
Open one up and you'll see recommendations at the top
You can adjust these recommendations here in the template as well as on-site through the mobile app or on the web editor page
From the client's end, they will see your recommended contractors list at the bottom of their web report.
They can see which defect comments are grouped together for each contractor
They can click get quote to send a quote request to each contractor listed.
They can check their own contact information to make sure everything is correct.
They can also see which issues will be sent to the contractor and add an optional message before clicking send!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
