Your clients are the heart of our home inspection business. They rely on you for crucial insights into their potential homes. Keeping their contact info up-to-date is key for smooth communication and building trust. With accurate details, we can give them timely updates and personalized support, showing how much we care about their satisfaction and peace of mind. We're thankful for the chance to serve them and committed to making their experience with us super smooth and enjoyable!
Creating a Client Contact through the Contacts Tab
An easy way to add a new client contact is through the Contacts tab. This tab holds all of your client contacts in one place for easy access. In this section, we'll show you step-by-step how to create a client contact via the Contacts tab.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Clients"
Click "Add Client"
Enter the client's information
Click "Save"
Creating a Client Contact on the New Inspection Form
When scheduling a new inspection internally, you can add a new client. This will create a new contact for them in your Contacts tab. By adding the client through the inspection form, you don't need to worry about creating the contact before scheduling! In this section, we'll walk you through how to create a client contact on the new inspection form.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "+New Inspection"
Enter the client's information
Fill out the form as normal
Click "Save Inspection"
Creating a Client Contact on an Existing Inspection
Occasionally, you may have an agent book an inspection online without their client's information. You can quickly add the client's information through the existing inspection appointment. This will automatically save the client as a new contact in your Contacts tab! Follow along with the steps in this section to see how to create a client contact on 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 "+New" in the People box
Click "+Client" in the dropdown menu
Enter the client's information
Click "Add client"
Frequently Asked Questions
I'm trying to create a new client contact, but it says their email is already in use. Why?
Emails are unique identifiers in our system, so they can only be associated with one account or contact. If you're seeing this message, the client most likely worked with another Spectora inspector in the past and that inspector created a contact for them.
Instead of creating a new contact, you can search for the existing contact here:
How do I edit a client contact?
Click here to see how to edit a contact!
Can I add a profile photo to my client contact?
You sure can! Click here to see how.
I can't see the "save" button, what do I do?
Try adjusting your browser's zoom settings. You may need to zoom out.
Does it matter how I enter a phone number when adding clients to my contacts?
No, it does not matter how you enter the client's phone number.
The system will recognize it as long as the format makes sense and the number sequence is typical.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
