Spectora

Partnering with Local Contractors

Use our Recommended Contractors feature to create a list of contractors within your report.

How to Recommend Local Contractors

Learn how to customize the display names for contractor types in reports and add your own custom types to the list.

Customizing Contractor Types

Choose which options will display as a title for and an introduction to the Recommended Contractors section of your Client Portal report.

Customizing Display Settings for Recommended Contractors

Recommended Contractors now offers the ability to control which contractors display on your reports based on geographical limitations.

Service Areas Map for Contractors

When adding one contractor at a time to Recommended Contractors just won't do. Serve your clients better and build your network--now.

Importing Multiple Contractors

Keywords: recommended contractors, recommendations, recommended professional, recommended contractor

How to Set a Recommended Contractor Type in Your Templates & Reports

Now you can add email-averse contractors to your list and facilitate faster quotes for your clients!

SMS Text Quote Requests for Recommended Contractors

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Mallory Lydon

Recommended Contractors

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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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