Quickly sending emails directly from the Inspection Details page just got simpler!
Companies on Advanced now have the option to replace the base function of the Share Details email with a full set of customizable templates to use for one-off emails.
With the new Create Email button combined with the new Email Templates function you can now improve your business communications with ease.
❇️ Note: This manual email tool is part of Spectora Advanced. If you're not an Advanced user, you can still send manual emails using the 'Share Details' button on an inspection. Click here to learn more about the Share Details option.
Enabling Manual Emails
Follow along with the steps below to enable Manual Emails within your Spectora Advanced tools.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Settings"
Click "Advanced Tools"
Check the box "Enable Manual Emails"
Email Templates
Now that you have your manual emails enabled, it's time to set up some email templates. These templates allow you to set up standard emails you may use regularly like payment reminders or one-off emails to a third-party vendor.
The first time you get here there will be no templates but adding one is simple. Just click on + Add Template to get started!
 💡 Quick tip: Click on the video above to expand it in another window. |
In the Create/Edit Template window, you can:
Name your template (required)
Specify the template to be the default
Select the To and CC
Add a Subject (use placeholders if necessary)
Add your email content (use placeholders if necessary)
Once you have created a template or two you can now use them directly from an inspection as needed!
Sending One-Off Emails
Once you've enabled Manual Emails and set up your email templates, you're ready to send one-off emails! Follow along with the steps below to see how to send a one-off email from the Inspection Details page.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click "Create Email" in the Emails box
Select your email template from the dropdown menu
You can also choose the - - option to write a custom one-off email
Edit any info needed such as the recipient, the subject line, or the body of the email
Click "Send Email"
Once you send the email you will see it in the list of sent emails in the Emails box.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
