Spectora

Support Team

Amber Johnson

Shannon Lewis

High Level Tips & Tricks

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

Keywords: sold my business, new owner, leaving company, change ownership

How to Change Ownership of Your Spectora Account After Selling Your Company

Steps to managing multiple profiles, merging roles, reusing emails, adding new inspectors, adding new support staff, same email

Merging Roles - Spectora Account Setup and Management Guidelines

Control which notifications your team receives and they decide how they get them.

How to Manage Team Notification Settings

Management Tools

Learn step-by-step how to remove access from a published report in Spectora

How to Un-Publish a Report

Hold an inspection time or postpone an inspection without blocking your calendar

How to Create an Unconfirmed Inspection

Keywords: transfer report, wrong report, move report to correct inspection

Transfer a Report Completed Under the Wrong Inspection Address

Replace the buttons for Inspection Details with custom text or images

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

Not sure what minimize whitespace layout (formerly smart layout) does or how it affects your PDF display? Read more below!

What is Minimize Whitespace Layout?

Easily use PDF Fillers to edit and fill in information on state-specific PDFs and special forms and attach them to your inspections. California, Louisiana, Alabama, ODAFF, 4 point, WIR, B24,…

PDF Filler for Editing State-Specific PDFs & Special Forms

How to edit, change, or update a report that has already been published.

Editing a Published Report

Katie York

Stephanie Woodward

Reports

Say your finding out loud and let AI do the rest to match to the right comment from your template.

Spectora's AI Report Assist (Early Access)

Megan Lefebvre

New Features

Blog

Resources

Videos

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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

Ship something

Connect the tools your team already uses to bring data in.

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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.

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.

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