Spectora Basics

Quick tips for everyday tasks

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

How to Change the Hours of your Workday

Adjust calendar display hours
Casey avatar
Written by Casey
Updated over a week ago

Change Section/Item from Included in Every Report to Optional

Make a section/item be able to be brought in on a per-report basis
Casey avatar
Written by Casey
Updated over a week ago

Change Optional Section/Item to Included in every report (Grey to blue)

make section or item show up every time the report is generated
Casey avatar
Written by Casey
Updated over a week ago

How to Force Upload App data up to the Web

missing inspection data on web that's on the app
Casey avatar
Written by Casey
Updated over a week ago

Do I have to pay for additional subscriptions for sub-inspectors, trainees, apprentices, assistants, helpers, etc?

You need a subscription for each individual. Here's why it's not only the right thing to do but a smart thing to do.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Compatible with Surface Pro/Chrome Book?

Which devices is Spectora compatible with?
Casey avatar
Written by Casey
Updated over a week ago

Search for an Existing Client During Scheduling

Have a client already in the system
Casey avatar
Written by Casey
Updated over a week ago

Adding a Link/Hyperlink to an Email

Link to another site on your automated emails
Casey avatar
Written by Casey
Updated over a week ago

Delete A Report from an Inspection

Remove A Report from an Inspection
Casey avatar
Written by Casey
Updated over a week ago

What are the official support hours?

While we all often pop into support off-hours, here's our current support schedule.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Adding Services to an Existing Inspection

Adding full services with agreement & Fees to an existing inspection
Casey avatar
Written by Casey
Updated over a week ago

Adding a New Agreement to an Existing Inspection

New agreement generation after scheduling.
Casey avatar
Written by Casey
Updated over a week ago

Turning Item Count Bubbles On/Off

color bubbles on the report, item count, defect category counts
Casey avatar
Written by Casey
Updated over a week ago

What does Default to Checked Mean?

Having a comment always default to being active in a report.
Casey avatar
Written by Casey
Updated over a week ago

Finding Receipts for Subscription Payments

Spectora past transactions, receipts
Casey avatar
Written by Casey
Updated over a week ago

Adding a New Inspection Agreement

Copy a new agreement in.
Casey avatar
Written by Casey
Updated over a week ago

After publishing, how long are the Report Links alive?

URL life, Report visible to the client.
Casey avatar
Written by Casey
Updated over a week ago

Can't see where to upload signature within profile

Troubleshooting signature
Casey avatar
Written by Casey
Updated over a week ago

How do I find my Inspection?

See an inspection on Spectora.com
Casey avatar
Written by Casey
Updated over a week ago

Tips on Filling Out Your Spectora Profile

Get the most from your Spectora profile page by filling it out with these smart tips
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

Edit Item Name on Web Report

Edit the name or title of an item on the web report
Casey avatar
Written by Casey
Updated over a week ago

Edit the Title of a comment on web report editor

Casey avatar
Written by Casey
Updated over a week ago

Edit Location Tag on Web

Change a custom location tag on web
Casey avatar
Written by Casey
Updated over a week ago

Add/Remove Grid from Web Report

Change Grid options within a report, not a template
Casey avatar
Written by Casey
Updated over a week ago

Change Display Options On Web Report

Adding/removing Grid options, item inspected bubbles count
Casey avatar
Written by Casey
Updated over a week ago

Add a Defect to a General/Info Only Item

Adding a Red comment to a section where it doesn't appear
Casey avatar
Written by Casey
Updated over a week ago

Changing the Header on an Existing Report

changing header/disclaimer text within an built report
Casey avatar
Written by Casey
Updated over a week ago

Google Calendar Integration

Two way syncing for Google Cal
Casey avatar
Written by Casey
Updated over a week ago

Best Place to Start Learning Spectora

How to get started with the learning Curve
Casey avatar
Written by Casey
Updated over a week ago

How long are report links live?

Is there a time limit to the reports?
Casey avatar
Written by Casey
Updated over a week ago

What happens to my reports if I cancel my subscription?

Access to reports after cancellation
Casey avatar
Written by Casey
Updated over a week ago

Change Account Email

Change user name, email
Casey avatar
Written by Casey
Updated over a week ago

Finding Template Settings

Find Item Ratings, Header, Defect Category Settings, Display Options
Casey avatar
Written by Casey
Updated over a week ago

Finding Additional Templates

How to find the Template Center
Casey avatar
Written by Casey
Updated over a week ago

Printing the Inspection Agreement

Print contract, agreement
Casey avatar
Written by Casey
Updated over a week ago

Our refund policy

Canceling? Going out of business? Here's everything you need to know about our refund policy.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Viewing Repair Request Builder reports

If you, your client or your agent build a custom repair list in the RRB they can be accessed in our RRB Log.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Viewing a log of report views

Need to see when a client or agent viewed a report? We log every visit to the report.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to use a coupon code

Very occasionally we release a coupon code for a discount on certain products. Here's how to use it.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Where to put Header Disclaimer Text

Putting Disclaimers into the top header of your report
Casey avatar
Written by Casey
Updated over a week ago

Comments are showing in the report out of order-Smart Layout

Smart layout on/off, minimize whitespace
Casey avatar
Written by Casey
Updated over a week ago

Copy Section to Another Template

Transfer sections between templates
Casey avatar
Written by Casey
Updated over a week ago

Marking Inspection as Paid Manually with Cash/Check

Manually adding payment received
Casey avatar
Written by Casey
Updated over a week ago

Editing the Standards of Practice for an Existing Report

Changing the SOP for one specific Inspection
Casey avatar
Written by Casey
Updated over a week ago

Editing the Standards of Practice on Template

Where to edit the SOP for the Template
Casey avatar
Written by Casey
Updated over a week ago

Agreement Not Showing Correct Info

Updating your agreement when you edited Client Info/Address
Casey avatar
Written by Casey
Updated over a week ago

Sharing Inspection Details

Sharing the Inspection with someone not in the People Section
Casey avatar
Written by Casey
Updated over a week ago

Send Booking Email to Client or Agent for Existing Inspection

Resending confirmation email, share details
Casey avatar
Written by Casey
Updated over a week ago

See what the client sees

finding the client/agent portal
Casey avatar
Written by Casey
Updated over a week ago

Editing or Deleting a Client or Agent

How to Edit details or Remove a client or agent from an inspection.
Casey avatar
Written by Casey
Updated over a week ago

Publishing the Report

What happens when you hit the Publish button? How to send the report to agents and clients?
Casey avatar
Written by Casey
Updated over a week ago

Changing the Report Ready Email

Edit the email that gets sent when you hit publish
Casey avatar
Written by Casey
Updated over a week ago

Change Who the Emails Get Sent From/ Point of Contact

How to change if the emails come from the inspector or the company's email
Casey avatar
Written by Casey
Updated over a week ago

Where to Find Your Inspections Agreements

Where are the blank agreements that get sent to the client/agent
Casey avatar
Written by Casey
Updated over a week ago

Online Scheduler Link

Link to send to agents and clients to schedule
Casey avatar
Written by Casey
Updated over a week ago

Location Tags, Where to Find and Add them

Changing the Location Tags which show up in the Report editor
Casey avatar
Written by Casey
Updated over a week ago

How to Change Driving Directions

Setting the starting point for the map function
Casey avatar
Written by Casey
Updated over a week ago

Adding a Signature

How to upload your signature into your profile/report
Casey avatar
Written by Casey
Updated over a week ago

Having trouble logging in?

Can't seem to sign in? Forgot your password?
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Scheduling Time Off

Block off times in your calendar, Time off,
Casey avatar
Written by Casey
Updated over a week ago

How to add your signature to a report

It's easy to add a signature to your reports.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Learning the Inspection Details Page

Learn all the things you can do from the Inspection Details screen, including re-sending the the confirmation, agreement or emails.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How Do I Add an Agent's Email?

Didn't add the agent's email when you booked the inspection? See how to add it after the fact.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to add information to an invoice

You can easily add an address or any other additional info to an invoice.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Upcoming price changes

We're ending our introductory pricing on June 15th. Here's what you need to know.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to change an inspection template/report

You can always swap out a report in an inspection to start fresh or use a different template
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to add and edit shapes in the photo editor

Add and edit arrows, circles, squares, and lines to a photo in our web photo annotator
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to resend a confirmation email or share inspection details with an agent or client

Want to resend the confirmation email to a client or agent? Want to send the link to the client inspection page to someone?
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Why Isn't Zillow Pulling in a Photo When I Schedule An Inspection?

Learn why property or home details don't always get pulled in from our Zillow integration.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to Update/Change your Credit Card

Changing the payment form on your account
Casey avatar
Written by Casey
Updated over a week ago

Can I Do My Inspection on the Spectora App With No Internet Connection?

Learn what you can and can't do without a connection when you're in the field using the Spectora Mobile Home Inspection App.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

Glossary of Spectora Terms

Word and definitions to help you understand what the Support team is trying to say. :-)
Casey avatar
Written by Casey
Updated over a week ago

Mobile app crashes and what causes them

Getting mobile device crashes? White screens? Here are a few things to look into.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Change Your Email

Changing the email address associated with your account. This email is what you login with and shows as your contact info.
Casey avatar
Written by Casey
Updated over a week ago

How to Re-send the Client Confirmation Email

Client didn't get the confirmation or scheduling email? Learn how to re-send the booking confirm email to your client.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How Do I Add an Agent?

Adding contact info for agents
Casey avatar
Written by Casey
Updated over a week ago

How do I give a discount?

Military discounts, friends and family discounts, sales, etc.
Casey avatar
Written by Casey
Updated over a week ago

How do I Join after my Free Trial?

Subscribing to Spectora,
Alexis Nicholls avatar
Written by Alexis Nicholls
Updated over a week ago

How to Share Templates

Sharing templates, Template center
Casey avatar
Written by Casey
Updated over a week ago

Custom Ratings FAQs

Customizable ratings, unlinked ratings buttons
Casey avatar
Written by Casey
Updated over a week ago

Live Syncing FAQ

Team inspections, multiple device inspections
Casey avatar
Written by Casey
Updated over a week ago

Classic Rating System FAQ

Linked ratings, show-and-hide comments
Casey avatar
Written by Casey
Updated over a week ago

Where Can I Find Help Articles

Casey avatar
Written by Casey
Updated over a week ago

How to Search for an Old Inspection

Finding an Inspection using Agent name, address, or keywords
Casey avatar
Written by Casey
Updated over a week ago

How to Change a Cover Photo on Report

Changing the report cover photo away from the Zillow Picture
Casey avatar
Written by Casey
Updated over a week ago

Want to See Some Sample Reports?

Great examples of different report styles
Casey avatar
Written by Casey
Updated over a week ago

Guide for the Non-Tech Savvy step by step Mobile only

A step by step guide for creating and publishing a report on your mobile divide only.
Casey avatar
Written by Casey
Updated over a week ago

Guide for the Non-Tech Savvy step by step on Desktop

Guide for creating and publishing on the Desktop
Casey avatar
Written by Casey
Updated over a week ago

Step by Step Guide for the Non-Tech Savvy - Using Both Desktop and Mobile

For Starting on Desktop, Inspecting on Mobile, then Publishing on Desktop
Casey avatar
Written by Casey
Updated over a week ago

Three Ways to Add Photos/Videos to Your Report

Adding photos and videos during your inspection or later
Casey avatar
Written by Casey
Updated over a week ago

What's the difference between Save, Sync, and Save to Cloud?

How to save your mobile app reports
Casey avatar
Written by Casey
Updated over a week ago

How to update your credit card

Make sure your credit card is always up to date to avoid your subscription being cancelled.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to get a PDF of the invoice

If you need a PDF for the invoice, it's easy to make using your browser's print feature!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Where is the client's view URL?

Find, view and send a link to the client page where clients can pay, view the invoice, accept agreements, and view inspection reports
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to update an inspection with your latest template

If you're making changes to your template, here's how to have the most up-to-date report.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Add Default Photos to Your Reports

Learn how to add a default photo to your reports by adding them in the template editor.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to add a template to your account

Spectora has several prebuilt default templates ready for you to use. Here's how to add them to your account.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Edit a Comment

Do you see words on the report, but not in the editor?
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to reschedule an inspection

Changing the date on an inspection is easy, here's how.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Creating and viewing sample reports

Show off your report format with an anonymized sample report.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to use optional sections/items

Add optional sections and items to keep your template streamlined yet ready for anything. Here's how.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Attach Documents / PDFs to an Inspection as a Report

Use this guide to learn how to attach a file to an inspection report
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to resize arrows, boxes, and circles in the photo annotator

Adding annotations to a photo is easy - here's how to do it on mobile and web
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Resend Inspection Details to an Agent / Realtor

Agent can't find the inspection details email? Send the info again using this guide.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

Add Additional Informational Photos to an Inspection Report from Spectora.com

Finished the inspection but need to add more informational photos that were not taken within the app? Use this guide.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago