Agents are loving our Repair Request Builder! Agents can quickly create professional-looking repair request lists from Spectora home inspection reports, adding their own requests for credit, repairs, replacements, or custom text. Clients can view these repair requests as well. The tool can also be used by Inspectors for project lists, fix-it lists, or any other report addendum that requires certain defects with custom text.
Check out this video for a full walk-through on how to use our Repair Request Builder!
How to Create a Repair Request
While viewing the web version of a published report, click "Report Tools" in the upper right corner
Select "Repair Request Builder" from the drop-down menu
In the upper left corner, edit the Document Name
Click "Sort Document By" to change the sorting order of the repairs with the following options:
Original Report Order
Severity
Category
Recommendation
Dollar Amount (Highest to Lowest)
Dollar Amount (Lowest to Highest)
Enter text to display at the top of the repair request
Click on the checkboxes to select individual defects or click the "Select Visible Defects" button to select all defects
Click "Credit" to add a requested credit amount for each defect
Click "Comment" to add a comment for each defect, such as whether a repair or a replacement is desired
Click "Preview" to preview the Repair Request if you would like to see what it looks like before sending
Click "Create"
Click "Email" or "Text Message" to send the Repair Request to recipients of your choosing like an agent or client
Click "Done"
✨ Keep in mind Repair Request Builder is great for clients as well! Clients can see the Repair Request list in their Client Portal.
How to Edit a Repair Request
Once you've created a Repair Request, you may need to go back and make some changes. This might involve adding things you forgot or updating the items you initially selected. This section will guide you on how to edit your Repair Request.
Access the Repair Request via its original link
Click the orange "Edit RRB" button in the lower right corner
In the upper left corner, edit the Document Name
Click "Sort Document By" to change the sorting order of the repairs with the following options:
Original Report Order
Severity
Category
Recommendation
Dollar Amount (Highest to Lowest)
Dollar Amount (Lowest to Highest)
Enter or edit text to display at the top of the repair request
Click on the checkboxes to select individual defects or click the "Select Visible Defects" button to select all defects
Click "Credit" to add or change a requested credit amount for each defect
Click "Comment" to add or change a comment for each defect, such as whether a repair or a replacement is desired
Click "Preview" to preview the Repair Request if you would like to see what it looks like before sending
Click "Create." This will generate a new Repair Request with a new link
Click "Email" or "Text Message" to send the edited Repair Request to recipients of your choosing like an agent or client
Click "Done"
How to Print a Repair Request
Printing a Repair Request is a simple process that can be done in just a few steps. This section will guide you through it.
Access the Repair Request via its original link or the RRB Log
Click the blue "View as PDF" button in the lower right corner
Click your browser's print button. This is usually located in the upper right corner but its location can vary depending on your browser.
Frequently Asked Questions
Can a Repair Request be deleted?
Not at this time, but you can add your vote to this feature request if you'd like to see this added in the future!
If I make a copy of a report, will the Repair Request copy along with it?
No, it will not.
Is there a place where I can view all of the Repair Requests from an inspection
Inspectors and clients can both see a list of all the Repair Requests related to an inspection. Clients can see this list in their client portal, while inspectors can find it on their inspection details page—more details can be found in this article.
Agents, however, don’t have a list to refer to and will need to keep track of each link they create or ask the client or inspector to send it to them.
I had an agent ask me if there was an option for them to add notes to the inspection report. Is this possible?
Unfortunately not. But with the Repair Request Builder, agents can add notes or comments to each defect they select in the builder.
Can Inspectors use the Repair Request Builder to provide a separate, edited report/list of only specific portions of the inspection?
Absolutely! Inspectors can use the Repair Request Builder tool to generate a separate report/list of specified defects. Simply use the tool as intended, select the appropriate defects you'd like to include, and send it off! The client will also be able to view this list in their client portal under the "Documents" tab > "Repair Requests".
If you have any questions about this or other parts of Spectora, write into our chat bubble or email support@spectora.com!