Occasionally, you may run into a situation where you need to remove a client from an inspection- perhaps they need someone else listed as the client, or you may need to remove them completely from your contacts list. If you encounter either scenario, this article is here to help!
Deleting a Client Contact on an Existing Inspection
In this section, we'll show you how to remove a client from an existing inspection. Removing the client from the inspection ensures they will no longer receive communication regarding the inspection.
Note: Removing the client from the inspection does not revoke their access to the client portal or the published report.
 💡 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 to the right of the client's name in the People box
Click "Remove" in the dropdown menu
Click "Remove Client"
Deleting a Client Contact Through the Contacts Tab
Follow the steps below to see how to remove a client from your contacts list and subsequently all associated inspections.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Clients"
Click the arrow button to the right of the client's name
Click "Delete" in the dropdown menu
Verify that you are ready to remove the contact as there is no undoing this!
Click "Delete"
Note: If the inspection has already been published, you cannot delete the client, nor can you delete the inspection.
However, you can ARCHIVE the inspection which saves it to Spectora but removes it from your schedule.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
