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Inspection Notifications for Inspectors
Inspection Notifications for Inspectors

How to use Actions to set up inspection-specific emails or texts to inspectors!

Jess Flake avatar
Written by Jess Flake
Updated over a week ago

Using Spectora Advanced, you can send your inspectors email or text notifications regarding their assigned inspections! Let's go over some commonly used actions.


Notifying the Inspector Assigned to a New Inspection

You may want to set up an Action notifying your inspectors each time they are assigned to a new inspection. This can be used to notify them when a new inspection is scheduled for them or if they are assigned to an existing inspection. This Action is helpful to ensure your inspectors are always aware of their appointments!

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

  1. Click your profile picture in the top right corner of the Dashboard

  2. Click "Actions" in the dropdown menu

  3. Click to open the actions group where you'd like to add a new action

  4. Click "+ Add Action"

  5. Select "Inspector assigned" in the third dropdown menu

    1. This is the 'event' for your action

  6. You can set the action to only trigger once or to send only during certain hours

  7. Click "Next"

  8. Click "+ Add Rule"

  9. Set your rule

    1. Or, skip the rules entirely to send the action for all inspections regardless of service

  10. Click "Next"

  11. Name your action if you'd like

    1. This name is not visible to anyone outside of your company/team

  12. Click "Next"

  13. Select "inspectors" in the To field dropdown menu

  14. Add a subject line

  15. Fill out your email body and utilize the placeholders on the right to auto-fill important inspection data like address, date, and time

  16. Click "Save"


Notifying an Inspector of an Ancillary Service


You may have a specific inspector on your team who performs certain services or add-ons, or you may outsource specific services to a 3rd party inspector. You can create an Action to notify that inspector directly whenever a specific service or add-on is scheduled.

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

  1. Click your profile picture in the top right corner of the Dashboard

  2. Click "Actions" in the dropdown menu

  3. Click to open the actions group where you'd like to add a new action

  4. Click "+ Add Action"

  5. Set your event

    1. Example: 0 hours after inspection scheduled

  6. Optional: You can set the action to only trigger once or to send only during certain hours

  7. Click "Next"

  8. Click "+ Add Rule"

  9. Set your rule

    1. Example: Has >> Service Addon >> Residential Inspection>Termite

  10. Click "Next"

  11. Name your action if you'd like

    1. This name is not visible to anyone outside of your company/team

  12. Click "Next"

  13. Enter the email address of the inspector that the email is going to

  14. Add a subject line

  15. Fill out your email body and utilize the placeholders on the right to auto-fill important inspection data like address, date, and time

  16. Click "Save"
    ​


🌟 Pro-tip: You can also create inspector notifications for canceled or rescheduled inspections as well. Just copy the Action, and edit the Event to "Inspection Canceled" or "Inspection Rescheduled"!


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

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