After an inspection has been scheduled, the client may request an additional service or add-on. Or, they may decide to cancel a particular service. You can easily add or remove services from the inspection without having to schedule a whole new inspection appointment!
How to Add New Services to an Inspection
If you need to add a new service for your client, you can do so in just a few quick steps. In this section, we'll show you how to add new services or add-ons to an existing inspection.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the "Inspection Details" page
Click "Add Services" in the Services & Add-ons box
Click the "+" icon next to the service you want to add
Click the "+" icon next to any add-ons you want to add
Click "Add Services"
The new services/add-ons will show in the "Services & Add-ons" box
The updated fees will show in the "Fees & Payments" box
The new agreements will show in the "Agreements" box
In the "Reports" box, you'll see the new reports loading for the services/add-ons that were added
How to Remove Existing Services on an Inspection
Need to remove a service? We've got you covered. In this section, we'll show you how to remove a service from an existing inspection.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the "Inspection Details" page
Click the 3 dots in the "Fees & Payments" Box
Click "Edit Fees & Payments"
Click the "X" to the right of the service you want to remove
Click "Save"
The unneeded report for the deleted service will need to be manually removed. To do so, click the 3 dots next to the unneeded report.
Click "Delete"
Similarly, the unneeded agreement for the deleted service will need to be manually removed. To do so, click the 3 dots next to the unneeded agreement
Click "Delete"
Frequently Asked Questions
After I added/removed a service, I'm prompted to update the agreements. What does that mean?
The original agreements that were generated for the inspection are technically no longer valid after you add or remove a service. You'll need to update the agreements for them to reflect the new fees and services for the client to agree to.
If the agreements have not been signed on the inspection yet, then the system will update the existing agreements with the new pricing/info.
If the agreements have been signed, they are technically no longer valid since they contain old pricing. The system then generates a new agreement that includes the newly updated pricing.
Will my client be notified of the added service?
Yes - depending on your Automation or Action settings. If you have your notifications set up to notify the client of a new fee or service, then they will receive that notification.
To see how to set up your Automations with our base software, click here.
To see how to set up your Actions with Advanced, click here.
How do I adjust the pricing of the services?
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
