Spectora

Support Team

Mallory Lydon

Stephanie Woodward

Company Settings

Keywords: import contacts, import clients, import agents, importing client info, importing agent info

Importing Client or Agent Contacts

Keywords: agent, new agent, add a new agent, create agent

Creating an Agent Contact

How to Delete a Client Contact

How to Add a Profile Picture to a Client or Agent Contact

Creating a Client Contact

How to Delete an Agent Contact

Keywords: export contacts, export agents, export clients, exporting agent contacts, exporting client contacts, exporting people,contact list

How to Export Your Contacts

Keywords: client cc email, disable client cc email, disable cc

Client CC Email Controls: Enhanced Privacy for Your Inspection Communications

Keywords: change agent's email address, agent phone number, agent email, agent contact, agent info, change realtor info, edit realtor

How to Edit an Agent's Contact Information

Accidentally create a new agent contact or have an import that created a few duplicates? Here's how you can easily merge those.

Merging Agent Contacts

Keywords: change client's email address, client phone number, client email, client contact, client info, misspell, spelled wrong, spell

How to Edit a Client's Contact Information

Keywords: company, organization, business client, business contact, company contact, org contact, company/organization client

Using the 'Client as a Company/Organization' Feature in Spectora

Keywords: add client, add agent, wrong client, wrong agent, removed client, removed agent, erased client, erased agent

How to Add or Remove an Existing Contact from an Inspection

Contacts

Get business insight and data with the Metrics dashboard!

How to Use Spectora's Basic Metrics

Base Metrics

Keywords: reporting, business reports, agent reports, data reports, scheduling reports, pay reports, unpaid/unsigned reports, balance

Centralized Business Reports

Keywords: data exports, data reports, produce data report, produce report that contains any inspection that includes radon, generate report

Data Exports

Track your Pay at Close inspections, monitor payment status, and understand how Pay at Close is performing for your business.

Pay at Close Reports

Blog

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

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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.

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.

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

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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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