Spectora’s Client as a Company/Organization feature makes it easy to manage inspections for corporate or organizational clients, streamlining your workflow and improving communication with larger clients. This is especially useful for commercial inspections, property management firms, or real estate groups.
How to Create a Company/Organization Contact During Scheduling
In this section, we'll show you how to create a company/organization contact using the internal scheduling form.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "+New Inspection"
Enter the date/time and address of the inspection as usual
Under the Client field, check the box "Client is a Company/Organization"
Click "Client is a Company/Organization" to check the box
Enter the company's name, email, and phone number
Finish scheduling the inspection as normal
Click "Save Inspection"
The company/organization will show as the 'client' on the Inspection Details
How to Create a Company/Organization Contact in the Contacts Tab
In this section, we'll show you how to create a company/organization contact using the Contacts tab.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Clients"
Click "+Add Client"
Click "Client is a Company/Organization" to check the box
Enter the company's name, email, and phone number
Click "Save"
Benefits of Using This Feature
Streamlined Communication: Ensure that all relevant people within the company receive the necessary information.
Professional Documentation: Spectora automatically formats invoices and reports for companies, improving the client experience.
Organized Client Management: Keep track of multiple contacts and properties under one organization, which simplifies your workflow.
Frequently Asked Questions
I booked an inspection with a person as a client. The client then informed me that they wanted their company listed as the client. How can I edit this?
There's not a way to do this when editing a client in the Contacts tab or when adding a new contact from the Inspection Details page, unfortunately.
A good workaround though is to create a new contact in the Contacts tab, then add the new contact on the inspection.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
