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How to Use Custom Scheduling Fields
How to Use Custom Scheduling Fields

You can add optional or required fields when scheduling inspections, whether for you office staff or for your online scheduler. Here's how!

Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

You'll be able to give your Custom Field a name and select the response format. Here's what all of the response types do:

Text - Allows the user to enter any text. This might be useful for "Lockbox Code" for example.

Number - Allows numeric input only. This might be used for "Number of Bedrooms" for example.

Checkbox - On/off. This might be used for "Is the property occupied?" or "Are utilities on?".

Calendar Icon- Gives options for N/A, Yes, or No and adds the icon of your choosing to the calendar based on the answer given. Once you create your Calendar Icon field, click Set Icon to choose!

Screen Recording 2022-01-26 at 03.51.06 PM

If the answer is left blank, no icon will appear. For yes, a green icon will appear on the calendar, and for no, and red icon will appear

Dropdown - Allows you to offer a fixed set of choices from which the user can pick one. This might be used for questions like "What kind of property is this?" with answers "Single Family, Multi-Family, Condo, Townhome, Commercial".

Paragraph- Allows you to enter a paragraph of texts/notes. These appear in the internal box on the Inspection Details page

Date- Pulls up calendar to select date of scheduling

Date and Time - Allows option to select the date and time of scheduling

Once you set up your new field, you can further customize them for each individual field! Here's a breakdown of the other options:

Order- This allows you to specify which order these fields appear.

Name- This is what displays to both you and the client on the Online Scheduler.

Require Answer During Scheduling- If checked, the user must input an answer before scheduling is allowed. (Note that this does not apply to the checkbox response format.)

Internal Only- If checked, this field will only display for your New Inspection Form and Inspection Details page. It won't show on the Online Scheduler, so clients/agents wouldn't see it. Use this when it's something you only want your office staff to input.

Display on Spectora App - If checked, the answer to this question will display on the mobile app for the inspector to see. Commonly used for things like "Lockbox code".

Where Do Custom Fields Show?

On the internal New Inspection form, your custom fields will show up in the "Other" section:

In the Online Scheduler, these will show up on the first tab under "Additional Info":

We hope these custom fields give you even more flexibility and efficiency when scheduling!

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