Spectora has placeholders that are unique to the software and can easily auto-populate information anywhere! Use them to save yourself time and enhance your level of customization.

Where to Use Placeholders

Automation and Advanced Actions

Using placeholders like {{CLIENT_NAME}} and {{ADDRESS}} in your automated emails and texts adds a high level of personalization and organization. You can even add the {{ADDRESS}} placeholder in the subject line to make sure your email doesn't hit the recipient's spam folder!

We have placeholders specifically for texts so the inspection link is mobile friendly. Need help setting up your automation? Check out this demo!

Add placeholders in your email and text templates by placing your cursor where you'd like to add the placeholder and clicking one of the orange options on the right:

Here's what that will look like in the email to the client:

Agreements

Having an address and price on your agreement is important! You can use the {{SERVICES}} placeholder to list each service individual to the inspection, or even the {{FEES}} placeholder for a list of each service and their cost. {{PRICE}} is the placeholder you'd want to use for the total inspection fee.

Templates

That's right, placeholders will also work within reports! You can add placeholders like {{INVOICE_LINK}} and {{INSPECTION_LINK}} for the client and agent's quick reference in the Header Text. Keep in mind that these placeholders load when the report is built, so you can't add them after the fact.1

Calendar Hover Text

Handy information for you or your staff to have can be added to your company's calendar hover text under Settings > Company Settings > Calendar Options. You can add {{CLIENT_CONTACT_INFO}} to quickly grab a phone number or name by hovering over the event.

You can also push placeholders to your Google Calendar event under Settings > User Options > Integrations > Customize Calendar Text.

Full List of Placeholders

Just copy and paste from this list, but make sure to include the brackets around the text: {{}} Go crazy! 🎉

Inspection Property Details

  • {{STREET}} The street address of the inspection

  • {{CITY}} The city the inspection is in

  • {{STATE}} You guessed it- the state the inspection is in

  • {{ZIP}} Just the zip code of the inspection address

  • {{YEAR_BUILT}} Year the home was built according to inspection details

  • {{FOUNDATION}} The foundation type selected when scheduling

  • {{SQUARE_FEET}} Total square feet from the inspection details

Fees and Services

  • {{DESCRIPTION}}

  • {{NOTES}} Any note added to the Internal box on the inspection details page

  • {{PRICE}} The total cost of the inspection

  • {{FEES}}: A list of the services and their costs, separated by commas

  • {{SERVICES}}: Services on the inspection separated by commas

  • {{EVENTS}}: Table of events with start/end times and inspector names

  • {{EVENTS_LIST}}: Table of events with start and end times

  • {{EVENTS_TEXT}}: List of events with start/end times and inspector names

  • {{EVENTS_LIST_TEXT}}: List of events with start and end times

  • {{PAID}}: Yes/No if inspection is paid for

  • {{PUBLISHED}}: Yes/No if inspection is published

  • {{AGREED}}: Yes/No if all inspection Agreements are signed

  • {{ORDER_ID}}

  • {{CURRENT_DATE}}

Client Information

  • {{CLIENT_NAME}} Client's full name, first and last

  • {{CLIENT_FIRST_NAME}}

  • {{CLIENT_CONTACT_INFO}} Client name, email, and phone number

  • {{CLIENT_PHONE}}

  • {{CLIENT_EMAIL}}

  • {{CLIENT_ADDRESS}} Client's mailing address, not inspection address

Client's Agent Information

The original placeholders say Selling Agent when referring to the Client's Agent

  • {{AGENT_NAME}} Client agent's full name, first and last

  • {{AGENT_FIRST_NAME}}

  • {{AGENT_CONTACT_INFO}} Client's agent's name, email, and phone number

  • {{SELLING_AGENT_PHONE}}

  • {{SELLING_AGENT_EMAIL}}

Listing Agent Information

  • {{LISTING_AGENT_NAME}} Listing agent's first and last name

  • {{LISTING_AGENT_FIRST_NAME}}

  • {{LISTING_AGENT_CONTACT_INFO}} Listing agent's name, email, and phone number

  • {{LISTING_AGENT_PHONE}}

  • {{LISTING_AGENT_EMAIL}}

Inspection Details

  • {{INSPECTION_DATE}} Date the inspection will take place

  • {{INSPECTION_TIME}} Time the inspection will start

  • {{INSPECTION_END_TIME}} Time the inspection is scheduled to finish

  • {{SECURE_24_OPT_OUT}} Yes/No if the inspection is opted into Secure24

  • {{EDIT_LINK}} The link to the report editor (use this internally only)

  • {{INSPECTION_LINK}}: Button link to go to inspection details/client view

  • {{INSPECTION_TEXT_LINK}} Mobile friendly link to go to inspection details/client view

  • {{INVOICE_LINK}} Button link to go to invoice

  • {{INVOICE_TEXT_LINK}} Mobile friendly link to go to invoice

  • {{REPORT_TEXT_LINK}} Mobile friendly link to all web reports on the inspection (bypasses inspection details, best for agents)

  • {{REPORT_LINK}} Link to all web reports on the inspection (bypasses inspection details, best for agents)

  • {{REPORT_PDF}} Button links for each report PDF and report attachment PDF

  • {{SUMMARY_PDF}} Button link for just the PDF summary

  • {{REVIEW_LINK}} Link to leave a review for the inspector on Spectora Reviews

  • {{REVIEW_STARS}} Graphic with stars to leave a Spectora Review

  • {{REPORT_PUBLISHED_LINK}} Advanced feature: Link to published reports only

  • {{REPORT_PUBLISHED_TEXT_LINK}} Advanced feature: Mobile friendly link to published reports only

Inspector Information

All info for these placeholders can be added under Settings > Profile

  • {{INSPECTOR_NAME}}

  • {{INSPECTOR_PHONE}}

  • {{INSPECTOR_EMAIL}}

  • {{INSPECTOR_CREDENTIALS}}

  • {{INSPECTOR_IMAGE}} Inspector profile photo

  • {{INSPECTOR_SIGNATURE}}: Image for inspector signature

  • {{INSPECTOR_DESCRIPTION}}

  • {{INSPECTOR_NOTES}}

Company Information

All info for these placeholders can be added under Settings > Profile

  • {{INSPECTION_COMPANY}} Company name

  • {{INSPECTION_COMPANY_PHONE}}

  • {{COMPANY_ADDRESS}}

  • {{COMPANY_CITY}}

  • {{COMPANY_STATE}}

  • {{COMPANY_ZIP}}

  • {{COMPANY_PHONE}}

Custom Scheduling Fields

Under Settings > Scheduling Tools > Scheduling Options, you can add custom scheduling fields to your account. These are fields that are collected on scheduling, just like address or client name!

Each custom scheduling field has its own placeholder that you can copy once the field has been created.

To copy a custom field placeholder to your clipboard, click the green placeholder icon next to the custom scheduling field in Settings and paste anywhere you would use the Spectora placeholders.

If you have any questions or feedback on this feature, or other parts of Spectora, write into our chat bubble or email support@spectora.com!

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