Spectora

Support Team

Megan Lefebvre

Stephanie Woodward

Business Tools

Use placeholders to add per inspection pricing information to agreements

Displaying Inspection Fees on Agreements

Where the blank versions of inspection agreements are!

Where to Find Your Inspections Agreements

Need to set up your inspection confirmation email? ​Want to change your pre-inspection texts? What about your post-inspection e-mails?

How to Customize Your Automation Emails

Easily have your client agree to additional terms in your contract

Add spots for clients' initials to your Agreements

How to create, import, or upload a new agreement into your account.

Add a New Agreement to your Spectora Account

How to locate a new agreement for your Spectora account.

Finding New Agreements for Your Spectora Account

Agreements

Get more Google reviews by including links in your follow up emails to clients. You can also hyperlink your badges for reviews.

Adding Google Review Links to Automated Follow-Up Emails

Use our in-platform reviews to better understand how you're doing and to rise in rankings on our directory pages and in Google!

How to Use Spectora Reviews to Get Feedback and Grow Your Business

Request Spectora reviews when clients access their report through the client portal

Requesting Spectora Reviews with the Client Portal

Ask your clients for reviews on Google, Yelp, or other sites

External Reviews with the Client Portal

Changing, removing, editing a Spectora Review

Changing Spectora Reviews with the Client Portal

Reviews

Watch this detailed Demo on Customizing Email/Text Automation in Spectora

Automation Demo (VIDEO)

How to change if your automated emails come from the inspector's or the company's email

Change Your Point of Contact or Who Your Emails Get Sent From

Keywords: hyperlink, link, link in report, link in email, link in action email, link to other site

How to Create a Hyperlink

This is a great way to use your automated emails to link to great resources or your own website!

Adding a Link/Hyperlink to an Email Template

How to edit the verbiage in your Report Ready email Automations!

Changing the Report Ready Email

Include link to view receipt / invoice in publishing email. Keywords: invoice, direct invoice link, invoice placeholder, invoice

Sending an Invoice in the Report Ready Email

Easily notify your inspectors of their inspections and events coming up

Daily Schedule Emails for Inspectors

Complete list of available placeholders and how to make the most of them.

List of Placeholders and Where to Use Them

Regulation in SMS is changing to prevent more unwanted messages. Here's how it impacts us.

Why you need a custom phone number to send custom text messages

How to purchase a custom local phone number to send all of your automated text messages from and the benefits of doing so!

How to Purchase & Set Up a Custom Phone Number in Spectora

Keywords: Customize Text Messages, What is Custom Number, Custom Phone Number

US Custom Phone Number Registration- FAQ

Spectora helps you stay compliant with CAN-SPAM regulations by allowing you to specify whether your automated emails are Transactional or Marketing.

Understanding Email Types: Transactional vs. Marketing

Katie York

Automations & Communications

A modern interface for your clients to interact with your business

How to Navigate the Client Portal

How Spectora Inspections Work from the Client Perspective

Keywords: closing date, end of date, end of period date

Using Closing and End of Period Dates

Enable your clients to see and request additional services through the client portal

Upselling Add-On Services through the Client Portal

Provide payment instructions to customers through the New Client Portal

Custom Payment Instructions with the Client Portal

Check out this video on how to read your Spectora home inspection report!

How to Read Your Home Inspection Report (2023)

New Client Portal

Explore and customize what your clients see in the Client Portal

Client Portal

Earn additional revenue through client referrals

Spectora Partnerships

Data Privacy and Spectora Partnerships

How to select which offers are presented to your clients

Enabling Partnership Offers

Optional ways to describe available services to your Clients

Pitching Partnerships to your Clients 💼

Earn additional revenue through revenue sharing

Getting Paid with Spectora Partnerships

Discover ways to offer your customers premier security systems

Secure24 Partnership Offers vs Integration

Partnerships

Partnering with Local Contractors

Use our Recommended Contractors feature to create a list of contractors within your report.

How to Recommend Local Contractors

Learn how to customize the display names for contractor types in reports and add your own custom types to the list.

Customizing Contractor Types

Choose which options will display as a title for and an introduction to the Recommended Contractors section of your Client Portal report.

Customizing Display Settings for Recommended Contractors

Recommended Contractors now offers the ability to control which contractors display on your reports based on geographical limitations.

Service Areas Map for Contractors

When adding one contractor at a time to Recommended Contractors just won't do. Serve your clients better and build your network--now.

Importing Multiple Contractors

Keywords: recommended contractors, recommendations, recommended professional, recommended contractor

How to Set a Recommended Contractor Type in Your Templates & Reports

Now you can add email-averse contractors to your list and facilitate faster quotes for your clients!

SMS Text Quote Requests for Recommended Contractors

Alannah Carroll

Recommended Contractors

Blog

Resources

Videos

Find answers and get help from Intercom Support and Community Experts

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