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Quick Start Guide to Spectora

Getting started with Spectora. Learning with Spectora. Spectora University, learning modules, videos, how to use Spectora.

Support Team avatar
Written by Support Team
Updated this week

Welcome to Spectora!

We're excited to have you here!

Our number one goal is to empower you to reach your ultimate potential. We want you to save time, make more money, and have the opportunity to do the things you love outside of the office. A whopping 60% of home inspection businesses go out of business in the first year, and it’s our goal to not have that happen to our customers.

When using a new software platform, it can be confusing how everything works or even where to find everything. That's why we've created this quick start guide to help you get started.

We highly recommend going through our Spectora University to familiarize yourself with the software so you can hit the ground running! Watch the video below to learn how to navigate Spectora University and make the most of your learning experience:


Setting Up Your Profile:

Your profile is where you can enter everything about you - your profile picture, your signature, your contact info, and even what areas you service. It's important to fill out your profile so clients and agents know who they're working with.

Click the image below to access the course on Spectora University for an in-depth look at account set up:

Account Set Up Fundamentals 2025-12-01 at 12.35.17 PM

Be sure to fill out the following info:

  1. Your profile picture

  2. Your company name, address, email, and phone number

  3. Your licensing credentials

  4. The areas you service and what services you provide


Communication

Communication with clients and agents is key to your business. With our base software, you have preloaded emails that you can customize. Use these automated emails to let clients know their inspection is scheduled, to send a reminder for payment, or to let them know their inspection report is ready.

Click the image below to access the course on Spectora University that goes in depth into account set up, including automations:

Account Set Up Fundamentals 2025-12-02 at 8.23.01 AM


Agreements

What are agreements? Agreements are the contract that your client signs for liability, pricing, services, etc. You can create custom agreements in your Spectora account and have them auto-generate each time a client books an inspection with you.

Click the image below to access the course on Spectora University for an in-depth look at account set up including adding agreements:

Account Set Up Fundamentals 2025-12-02 at 8.23.01 AM


Availability

Having your availability entered is crucial so clients can book appointments with you. You can easily set up your schedule for each day of the week and decide which days you're not available.

Click the image below to access the course on Spectora University for an in-depth look at scheduling:

Scheduler Fundamentals 2025-12-02 at 9.24.36 AM


Templates

Templates are the blueprint of reports. Without a template, you don't have a report to fill out! You can choose one of our pre-built templates or choose one shared by another inspector in our Template Center. Or you can create your own!

Click the image below to access the course on Spectora University that goes in depth on templates:

Template Fundamentals 2025-12-03 at 9.33.51 AM


Services

The services you have listed in your Spectora account are the services your clients can book for you to perform for them. You can add as many services as you want, decide how much you want to charge, create add-ons for additional services, and even create modifiers for things like square footage or age of the home.

Click the image below to access the course on Spectora University for an in-depth look at account set up like Services & Fees:

Account Set Up Fundamentals 2025-12-02 at 8.23.01 AM


Payments

Payments are how you get paid by your clients! You can set up our built-in payment processor and easily accept payments online.

Click the image below to access the course on Spectora University that goes in depth on payments:

Spectora Payments Fundamentals 2025-12-04 at 8.37.47 AM

Check out this article for more information on payments!


Mobile App and Report Writing

As an inspector, you're constantly on the go. Having a mobile app that allows you to easily fill out your inspection reports onsite is super handy! After filling out the report on the mobile app, you may want to make some changes, add additional information, or just double-check your work. You can easily pull up any of your inspection reports on the web to do so.

We recommend clicking the image below to access and complete the course on Spectora University that goes in depth on report writing:

Quick Start Learn Report Writing in Less than 10 2025-12-03 at 10.29.13 AM


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!

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