Business Tools
By Support and 6 others7 authors38 articles
- Automation Demo (VIDEO)
- Change Your Point of Contact or Who Your Emails Get Sent From
- How to Create a Hyperlink
- Adding a Link/Hyperlink to an Email Template
- Changing the Report Ready Email
- Sending an Invoice in the Report Ready Email
- Daily Schedule Emails for Inspectors
- List of Placeholders and Where to Use Them
- Why you need a custom phone number to send custom text messages
- How to Purchase & Set Up a Custom Phone Number in Spectora
- US Custom Phone Number Registration- FAQ
- Understanding Email Types: Transactional vs. Marketing
- How to Navigate the Client Portal
- How Spectora Inspections Work from the Client Perspective
- Using Closing and End of Period Dates
- Upselling Add-On Services through the Client Portal
- Custom Payment Instructions with the Client Portal
- How to Read Your Home Inspection Report (2023)
- Client Portal Report Access: Secure Link
- Partnering with Local Contractors
- How to Recommend Local Contractors
- Customizing Contractor Types
- Customizing Display Settings for Recommended Contractors
- Service Areas Map for Contractors
- Importing Multiple Contractors
- How to Set a Recommended Contractor Type in Your Templates & Reports
- SMS Text Quote Requests for Recommended Contractors