Spectora

How can I resolve login issues with my Spectora account?

Shannon Lewis

Support Team

Amber Johnson

Basics

Get the most from your Spectora profile page by filling it out with these smart tips

Tips on Filling Out Your Spectora Profile

How to Set Your Starting Address for Mileage Modifiers

It's easy to add a signature to your reports, add signature, signature on reports

How to Add or Remove Your Signature

Here's how you can toggle back and forth between your multiple roles under one company. Keywords: Wrong Account, Change Profiles, Role

How to Change Roles

Keywords: name, change name, change, edit name

How to Change the Name on Your Spectora Account

If you need to share a link to your Spectora page or public profile, this article is for you!

How to Share Your Spectora Profile

Keywords: social media, social media links, instagram, instagram link, IG link, facebook, facebook link, FB link, youtube link

How to Add Your Social Media Links to Your Profile

Users can now log in with their Google or Apple account. SSO, single sign-on, sso login, Apple login, Google login.

Single Sign-On (SSO) with Spectora

How can I resolve email conflicts in Spectora accounts?

Mallory Lydon

Profile

If your base price is adding too much for modifier fees, here is how to fix it. Keywords: modifiers wrong, base price wrong, pricing wrong

How to Fix Your Base Price in Services

Keywords: Modifiers are wrong, square footage, sq ft, modifiers, age of home, year built, miles away

How to Add Pricing Modifiers to Your Services & Inspections

Keywords: default template, Add template to service, new inspection template, set default inspection template

Setting a Default Template for a Service

How to Rearrange the Services and Fees

Commonly used for square footage over a given amount this modifier gives you additional flexibility in setting up your services

"Per Unit Over" Modifier Type

Keywords: duplicate service, copy service, create a duplicate service

How to Duplicate a Service in Your Services & Fees

Keywords: tax, sales tax, adding taxes, GST, HST

How to Add Sales Tax to Your Services in Spectora

How to setup and use Service Categories in Spectora

Service Categories

Stephanie Woodward

Product Team

Services & Fees

Set up coupons or discount codes for clients to offer special deals and pricing.

How to Set Up Discount Codes

Discount Codes

Show off your report format or provide a report example with a sample report

How to Create, Edit, and View Sample Reports

Sample report examples of different report styles

Examples of Sample Reports

Sample Reports

You can either choose your working hours or certain time slots you start inspections.  Here's how!

How to Set Up Your Availability

Blocking time off using Events on your dashboard calendar! Events, calendar, block time, support staff events, inspector events, time off.

How to Schedule Time Off or Calendar Events

Availability

Blog

Resources

Videos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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