Advanced Tips & Tricks

Deeper features for the power user

Michael Wagstaff avatar Kevin Wagstaff avatar Casey avatar +1
21 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Casey and 1 other

Report Ready Radon Email in Advanced Actions

Beta Actions, Action Triggers
Casey avatar
Written by Casey
Updated this week

How to Import Your Automations into Actions (Spectora Advanced)

Beta, bring over email templates into Actions.
Casey avatar
Written by Casey
Updated over a week ago

How to Un-Cancel/ Reschedule a Cancelled Inspection

Put Cancelled inspection back on calendar
Casey avatar
Written by Casey
Updated over a week ago

Automatic 3rd Party emails through Spectora Advanced

email contractor, notify sub, add on service, BETA
Casey avatar
Written by Casey
Updated over a week ago

How to hide trainees/apprentices/helpers from your reports and Online Scheduler

On-boarding new inspectors or utilizing trainees/helpers/apprentices? You can hide them from client-facing pages and your scheduler.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How Team Inspections and/or using two devices works

It's easy to have two or more inspectors work on the same inspection. Here's how the process works, including data syncing / merging!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Alpha Testing Version 7 (August 2019)

Alpha Testing, mobile app
Casey avatar
Written by Casey
Updated over a week ago

Create an Unconfirmed Inspection Request

Create a placeholder inspection request to save data without confirming
Casey avatar
Written by Casey
Updated over a week ago

Turning off Agents from being Shown in Portal and on Reports

Agent Branding
Casey avatar
Written by Casey
Updated over a week ago

How to Capture Client/Agents's Current Address during Scheduling

Scheduling options
Casey avatar
Written by Casey
Updated over a week ago

Repair Request Builder Demo

Building objections list, repair request list, agent tools
Casey avatar
Written by Casey
Updated over a week ago

How to customize the links to reports and the Inspection Details page

Replace the buttons for Inspection Details with custom text or images
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

What is Smart Layout??

Not sure what smart layout does or how it affects your PDF display? Read more below!
Alexis Nicholls avatar
Written by Alexis Nicholls
Updated over a week ago

How to be an alpha tester

Alpha testers get a first look at upcoming features and releases!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Getting Agreement Signed On Site

How to pull up the agreement to get it signed on site
Casey avatar
Written by Casey
Updated over a week ago

How do agents create repair request documents?

Agents can quickly create repair request lists with our Repair Request Builder. Here's how!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Multi-Inspector Migration Checklist

See some best practices for multi-inspectors transitioning to Spectora.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to keep the mobile app fast and smooth by clearing photos

Learn how to free up space on your mobile device by backing up photos to Google Photos.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

FAQ For Clients/Agents

How to Sign an Agreement, Pay Fees, View Report, and Create a PDF
Casey avatar
Written by Casey
Updated over a week ago

How to set up a placeholder inspection

Hold an inspection time or postpone an inspection without blocking your calendar
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to use the beta version of the mobile app

Check out upcoming features and give us feedback by using our beta build in the mobile app
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago