How to Recommend Local Contractors

Use our Recommended Contractors feature to create a list of contractors within your report

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

Spectora offers the option to display contractor recommendations on defect comments, like a plumbing or deck contractor. So what happens if you want to recommend your local deck contractor by name?

You can now display contractors of your choosing in the report. You can include their name, logo, description, and contact information in the report.

Your client also has the option to request a quote from a contractor through the Spectora system.

Getting Started with Recommended Contractors

Set it up

On the Settings page under Spectora Connect click on Recommended Contractors.

This will open a setup page, where you can enable the feature and access the following:

  • Intro text: Customize the section title ("Recommended Contractors") & summary text

  • Contractor list: Create & manage your list of contractors

  • Contractor types: Manage what contractor types are available

  • Services areas: Create & manage geographical limitations for contractors

The Contractor List allows you to add, edit, or remove contractors, as well as see how many quotes your clients have requested of them.
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πŸ‘·β€β™‚οΈ Create New Contractor

Click on the Add Contractor button to get started.

  • Best practice is to add as much detail as you can to these fields, but only a few are required.

  • Logos are great for a professional look but are not required.

  • Add a description that tells a little bit about the contractor (maybe grab a sentence or two from their website). This will appear in the Client Portal report. When your client clicks on "Learn More" for a given contractor they'll get more information with which to make a decision about whether to contact this contractor for a quote.

  • Make sure to set contractors you want to display in your reports to Active!​

  • You can always Edit or Delete contractors from your list.

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Search and Bulk Actions

You can also search your list of contractors to find the one you're looking to edit, delete, or change from active to inactive.

You can now make those changes in bulk!

Service Area Maps

Lastly, you can control which contractors show up in client reports based on their geographical location. No more worrying about whether a particular contractor will de-prioritize your client if their property is not within their service area. Check out this article to learn more about this feature.



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How It Works

πŸ§πŸ½πŸ§πŸ»β€β™‚οΈπŸ§πŸΌβ€β™€οΈQueueing them up

This part is pretty close to automatic. If you already choose recommendations when you document a deficiency that pretty much does it.

If you have active contractors in your list that match the type of recommendation you chose in a report, those contractors will show up in a section at the bottom of your report labeled Recommended Contractors and the report will note which contractor is relevant for which deficiency.

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Your client's experience

Active contractors in your list will appear in your report for any relevant defects found.

As mentioned above, if you enter a description for your contractor, that will display in the Client Portal report when your client clicks on the "Learn More" link.

That information may help them decide if they want to request a quote from a specific contractor.

Clients can request a quote by clicking the "Get quotes" button--there is one button for each contractor type.

Clicking this button pops up the following screens, walking your client through an easy quote request process they control.

Clients select which defects they want quoted (by default all are selected to save time).

Next, clients select which contractors they'd like to get quotes from (by default all are selected to save time)

Lastly, your client controls what contact information they provide to the contractor...specifying their preferred contact method.

That's it! All of the details of the defects (including any photos) are emailed to the selected contractors.

If your client chooses to request a quote from a given contractor that contractor will receive the request as well as the specifics regarding the deficiency via their email.


Enjoy! Please reach out to the Spectora Support Team if you have any questions about this feature.

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