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Spectora Advanced: Inspection Events
Spectora Advanced: Inspection Events

If you have events that are tied to a particular inspection, Spectora Advanced makes it easy to keep track of them!

Support Team avatar
Written by Support Team
Updated over a week ago

Part of Spectora Advanced, Inspection Events allows you to link calendar events with specific inspections. This is great for events like dropping off or picking up a radon test or water sample test kit. You can even pay inspectors doing Inspection Events via Pay Splits.

We hope Inspection Events helps you optimize your workflow even more when you have numerous events to manage!


How to Enable Inspection Events

Once you've enabled Spectora Advanced, you're ready to start using all of the features, including Inspection Events. It's easy to enable!

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Advanced Tools"

  3. Click "Enable Inspection Events"

Now that you've enabled Inspection Events, keep reading to see how to utilize this feature!


Adding Inspection Events at Scheduling

Once enabled, your New Inspection form will have a section for "Events." You can create as many events as you'd like for each inspection you schedule.
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πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "New Inspection"

  2. Fill out the scheduling form as normal with client info, address, and service - then click "+Event" to add a new inspection event

  3. Add a name and description to the event

  4. Select the inspector that will be performing the event from the dropdown menu

  5. Set the start and end times for the event

  6. To add another event to the same inspection, click "+Event" again and follow the same steps

  7. Once you've added all events, click "Save Inspection"


Default Inspection Events

For some Services, like Radon, you may wish to always have a certain event ("Radon Drop-Off") added to the inspection. You can set Default Inspection Events for these services. These Events will auto-populate on the New Inspection form when the service/add-on is added. Also, inspections booked via the Online Scheduler will have these added for you as well (though you'll want to schedule them appropriately.)

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Services & Fees"

  3. Click the service you want to add default events to

  4. Enter the event name - if adding more than one event, separate the names by a comma

  5. When that service is scheduled, you'll see the event(s) listed on the inspection form - edit the inspector, description, date, and time as needed


Viewing Inspection Events on the Web

On your calendar, you'll see Inspection Events as you would see events added directly into the calendar (like "Time Off"). You can edit or delete events from the dashboard calendar, or click on the event to see the full inspection details.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Once an inspection is scheduled with events, those events will show on the dashboard calendar

  2. Click on the event to edit, delete, or update it

  3. You can edit the name and description of the event, date and time, and the inspector performing the event

  4. Once finished, click "Update Event"

  5. To see the associated inspection, click "Inspection details"

  6. On the Inspection Details page, you'll see an "Inspection Events" box with your scheduled events

  7. To edit an event, click the 3 dots on the right

  8. You can edit the name and description of the event, date and time, and the inspector performing the event

  9. Once finished, click "Save Event"

  10. To remove an event, click "Delete this Event"

  11. To add a new event to the inspection, click "+New"


Viewing Inspection Events on the Mobile App

In the mobile app, you'll see your events as usual, but Inspection Events will allow you to import the inspection and pop into the Inspection Details if necessary.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. When you are scheduled for an event, it will show on your app dashboard with the event name, date, time, and associated inspection address

  2. To see the associated inspection and event details, tap on the event

  3. You'll see all of the inspection info including services, other scheduled events, and client/agent contact information
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Interested in learning about other Spectora Advanced features? Check out these articles!


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!

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