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Spectora Academy: Module 2

Getting started with Spectora. Learning with Spectora. Spectora University, learning modules, videos, how to use Spectora.

Quick Start Guide to Spectora

Keywords: Profile, profile picture, contact info, profile info, company info, phone number, email, license, credentials, license number

Quick Start Guide: Setting Up Your Profile

Keywords: waiver, contract, esign, esignature, agreement, agreements, add agreement, delete agreement, find agreement

Quick Start Guide: Inspection Agreements

How to set up Services & Fees on your Spectora account. Services, fees, base cost, cost, duration, setting up services, modifiers, pricing.

Quick Start Guide: Services & Fees

Guide to setting up your automated emails and text messages. Emails, texts, automated emails, base automation.

Quick Start Guide: Setting up Automation

Getting set up to take payments through Spectora. Spectora payments, payments, paying, refunds, payment set up, payment fundamentals.

Quick Start Guide: Spectora Payments

Step-by-step process on editing your templates that will be used for your reports. Templates, template center, editing templates, get templates.

Quick Start Guide: Templates

Step-by-step process on writing reports, app, V10 app, report writing, app editing, app report writing, app inspection, new app, app to web

Quick Start Guide: Report Writing and Mobile App

Words and definitions to help you understand what the Support team is referring to

Glossary of Spectora Terms

Support Team

Katie York

Getting Started with Spectora

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.

Connect your stack

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.