Spectora

keywords: agent profiles, advanced, advanced features, profiles, contacts, agents, agent contacts,

Agent Profiles with Spectora Advanced

Amber Johnson

Katie Walls

Support Team

Articles about Spectora Advanced, our add-on product that allows more customization and efficiency for multi-inspector companies.

Spectora Advanced

Keywords: educational tools for advance, info about advanced, what is advanced

Getting Started with Spectora Advanced

Learn how to customize and create multiple Dashboards with Advanced

Customizing Dashboards with Advanced

Keywords: Advanced, advanced trial, free advanced trial, try advanced

How to Start a Free Trial for Spectora Advanced

Advanced Basics

Keywords: actions, creating actions, action emails, action texts, email, emails, custom emails, custom messages

Spectora Advanced: Getting Started with Actions

Getting started with actions can be tricky! Here's a basic actions flow chart to help you set up your automations.

Basic Actions Web Flow

Learn the most common Actions (custom triggered emails and texts) used in Spectora Advanced and how to set them up.

Common Actions for Spectora Advanced

Looking for some helpful language to use in your actions? Check out these helpful templates!

Spectora Advanced: Actions Library

Wondering what the first step of creating an Action means? Look no further!

Advanced Actions: Choose an Event

What do rules mean on a Spectora Advanced Action? Check this out for a breakdown!

Advanced Actions: Add Rules

Here are the final steps for completing your company Action messages!

Advanced Actions: Choose an Action and Add Details

Using "And" and "Or" on action rules to achieve the desired outcome

Multiple Rule Actions: Any vs All

Actions: Requested, Scheduled, and Confirmed Inspections

Actions, 3rd party, third party, action, email, text

How to Notify 3rd Parties Automatically with Actions

how to set up auto emails when a test report is attached to the inspection, auto email when a report is published

How to Create Actions for Specific Triggers

How to create Actions for different Custom Scheduling Fields (and property details1)!

Creating Actions for Custom Scheduling Fields

How to use Actions to set up inspection-specific emails or texts to inspectors!

Inspection Notifications for Inspectors

Contact Tagging allows you to set up different emails and text messages for VIP agents, new agents, investors, and more!

How to use Contact Tagging to customize Actions for agents and clients

Keywords: Advanced, actions, new actions, importing, scheduled inspections

Spectora Advanced: Import New Actions

A new tool for direct text communication with your Agents, Clients and Inspectors in the field

Spectora Advanced: Conversations

Keywords: manually send, manually send an action, manually send an email, manually send a text, manual action

How to Manually Send an Action

Keywords: manual email, one-off email, custom email, advanced emails, advanced manual email, create email

How to Send Manual Emails With Spectora Advanced

Keywords: add attachments to email, add attachment, add attachment to action email

How to Add Attachments to Action Emails

Mallory Lydon

Actions

Our Advanced Metrics dashboard allows you to create custom graphs and charts to gather business intelligence for data-driven decisions.

Spectora Advanced: Metrics

Keywords: Metrics, Advanced metrics, filters, widget, custom widget, custom metrics

Spectora Advanced: Filtering Metrics

New and improved Advanced Metrics capabilities

Advanced Metrics Updates

Advanced administrators can gain insight into staffing conditions using the capacity chart

Spectora Advanced: Metrics Capacity Chart

Expanded Export Capabilities From Metrics

Spectora Advanced: Exporting Metrics

Keywords: custom reporting, custom export, custom report, custom data, custom data export, custom data file

Spectora Advanced: Custom Data Exports

Get reports about top agents, inactive agents, and more! Keywords: birthday

Spectora Advanced: Agent Reporting

Product Team

Metrics & Reporting

Keywords: hourly tracking, hours, payroll, clocking out, clock in, clocking in, clock out, time tracking, time tracking, time clock

Spectora Advanced: Hourly Tracking

How to refresh Pay Splits on existing inspections after changing settings, and other ways to troubleshoot. Keywords: paysplit, paysplits

Spectora Advanced: Troubleshooting PaySplits

How to automate the accounting of how much each of your inspectors should earn for each of the services your company provides.

Spectora Advanced: PaySplits

Pay Splits

Keywords: Set a task to automatically populate each time an inspection is scheduled, inspection events, radon pick up, drop off, event

Spectora Advanced: Inspection Events

Inspection Events

If your inspectors only perform certain services, you can set up Service Limitations so your Online Scheduler gets it right every time.

Spectora Advanced: Service Limitations

Service Limitations

Keywords: service areas, mapped out areas, geographic areas for inspectors, inspector works in one area

Spectora Advanced: Service Areas

Service Areas

Track drop off and pickup of radon machines, drones and more!

Spectora Advanced: Equipment Tracking

Equipment Tracking

Contact Tagging powered up keywords: contact tagging, tags, auto tag, auto tagging

Spectora Advanced: Auto Tagging

Our Tasks feature allows you to create and assign customizable tasks to anyone on your team. Use Tasks to stay on top of to-dos!

Spectora Advanced: Tasks Management

Log more detail with automatic timestamps in Advanced

Spectora Advanced: Office Notes

Use Spectora Advanced to create as many clients and agents as you'd like, as well as profiles like Attorney and Transaction Coordinator

Spectora Advanced: Additional Inspection People

Keywords: availability, one-off, schedule, date specific, available,  one-time availability for an inspector

Date-Specific Availability

Keywords: contact tags, tags, contacts, commonly used tags

Common Contact Tags

Quickly see what has changed when in an agent record and by whom

Agent Record Change Log

If you leverage the Spectora Organization structure for multiple companies as well as Advanced check out Service IDs

Organization Service IDs

The new and improved Advanced Automations, formerly known as Actions. keywords: actions, advanced, advanced automations, automation, email

Advanced Automations

New Advanced Features

Blog

Resources

Videos

Find answers and get help from Intercom Support and Community Experts

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