When using new software, it's common to want to know exactly how everything will look from your client's perspective. You want to know if the steps are easy to follow and if the process is simple to complete. In this article, we'll show you a glimpse of how the inspection process works from the client's perspective.
The Client's Process
From a client's perspective, a home inspection is a crucial step in the process of buying or selling a property. From an inspector's perspective, being able to see what the client sees when booking a home inspection with you allows you to easily help your clients if they need assistance with the process.
In this section, we'll walk through how a client books an inspection with you, completes the required tasks, and views the final report.
🔴 Note: In order to take payments online through the portal links, you'll need to set up Spectora Payments first. Click here to set up your Payments.
 💡 Quick tip: Click on the video above to expand it in another window. |
First, the client will schedule an inspection with you either online or over the phone
If scheduling online, they can select the services they want and enter the address of the home
Next, they'll enter their contact information
They'll choose an available time for you to perform the inspection
They will then receive a confirmation email from you
The confirmation email will contain a link to their secure, private portal
The client portal will contain all necessary information for the client including the agreements, payment options, invoices, and the final reports
At the top of the dashboard, the base details of the inspection (address and date) will show
Next, they'll see any available add-on services
To dismiss, click "No thanks" or click "Learn More" to which add-ons are available
Below the add-ons banner, the Payment prompt will show
Each inspection you schedule has its own payment link in the portal
At the bottom of the dashboard, the Inspection Agreement prompt will show
The client will digitally sign their inspection agreement(s) online through the portal
The Payment and Agreement steps will show as completed once payment is made and the agreement is signed
Once the report is published, it will appear on the dashboard
Click "View Report" to open it
On the dashboard, they'll also see available partnerships
Click "See Offers" to view them
The "Order Details" tab will show the full information about the inspection including all services/add-ons, address, inspection date/time, and all people associated
The "Documents" tab will show all reports, agreements, and invoice associated with the inspection
The "Contractors" tab will show active, local contractors that can be contacted for various types of work
The "Special Offers" tab will show available partnerships for offers such as home security, insurance, and moving
The "Contact Us" tab will show contact information for the inspector and the inspection company
The Inspection Details
Let's break down the details a bit more.
Scheduling the Inspection
We offer a few ways to schedule inspections - internally, the Online Scheduler, the Get A Quote Widget, and the Inspection Request Form.
Each scheduling option is different in how it functions.
To see our different scheduling tools, check out these articles.
The Confirmation Email
Once your client books their inspection, they will receive an auto-generated email that allows them to sign the Inspection Agreement and pay.
There is no need to direct clients to your site to have them pay.
This makes it easier for clients and it’s less for you to track.
To see how to set up your automated emails, click here.
The Client Portal
Inside the auto-generated email is a link to what we call the client portal.
This is a secure, private portal that contains the payment option and the agreements for the client to sign.
To see more about that Client Portal, click here.
Frequently Asked Questions
Can I add my Spectora Payments link to my website?
Unfortunately, not! When a client books an inspection with you, they receive a link to their own private portal. This portal contains the payment option for them to pay online. Because this is a secure link that is generated for each client, it's not possible to have it added to your website.
I prefer to take payments through another app like Zelle or Venmo. How would that work?
You can customize your payment instructions to let clients know your preferred payment app. Click here to see how!
After receiving payment through your preferred method, you'll need to mark the inspection as "paid" so the client can view their report. Click here to see how!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
