Spectora

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)

Learn how report access in the Client Portal now requires a tokenized link for security, how clients can get one, and what's unaffected by this change.

Client Portal Report Access: Secure Link

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Mallory Lydon

Shannon Lewis

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Client Portal

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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.

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

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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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