Spectora

Internal scheduling guide: Customize inspector assignments, dates, locations, client and agent info, and more with ease.

Internal Scheduling Options

How to Use Referral Sources

internal scheduling, order form, new order form, inspection order form, scheduling, new inspection, schedule inspection, internal order form

New Internal Order Form

Keywords: ATTOM, square footage data, age of home data, data pulled when scheduling, data incorrect, square footage incorrect, scheduling

ATTOM and Square Footage Data

Create as many clients and agents as you'd like, as well as new profiles like Attorney and Transaction Coordinator. Keywords: Additional people, multiple people, multiple clients, add more clients.

Additional Inspection People

Amber Johnson

Support Team

Product Team

Scheduling Tools

Keywords: data tracking, analytics, google analytics, scheduler tracking, data, track, scheduler, google, google ads

Tracking Scheduling Data

How to undelete a deleted or archived inspection.

How to Restore an Inspection

Instructions on how to schedule, start, or book an inspection using the internal scheduler.

How to Schedule an Inspection Using the Internal Scheduler

Search for an Existing Client During Scheduling

Find the code to insert your scheduler into your website

How to Add a Scheduler to Your Website

Keywords: options when scheduling, scheduling boxes, scheduling fields, optional or required fields

How to Use Custom Scheduling Fields

Easily automate the scheduling of your pest control and other repeating services

Scheduling Recurring Inspections in Spectora

Keywords: mock inspection, test inspection, fake inspection, mock

How to Create a Mock Inspection in Spectora

Keywords: calendar hover, customize calendar text, customize calendar info

How to Customize Hover Text for the Calendar in Spectora

Stephanie Woodward

Megan Lefebvre

Scheduling Basics

Easily have clients and agents schedule appointments independently

How to Use the Online Scheduler in Spectora

Online Scheduler

Keywords: quote, quote widget, get a quotes widget, quotes widget, quotes on website

How to Use the Get a Quote Widget

Get A Quote Widget

Enabling, customizing, and scheduling with the Inspection Request Form

How to Use the Inspection Request Form

Inspection Request Form

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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.

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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.

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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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