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: Allows you to add, edit, or remove contractors, as well as see how many quotes your clients have requested of them.
Contractor types: Manage what contractor types are available
Services areas: Create & manage geographical limitations for contractors
👷♂️ Create a New Contractor
Click on the Add Contractor button to get started.
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 specific contractor, they will receive additional information to help them decide whether to contact the 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.
It's a good idea to fill out as many of these fields as possible, even though only a few are required.
Search and Bulk Actions
You can search your list of contractors to find the one you'd like 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.
How It Works
🧍🏽🧍🏻♂️🧍🏼♀️Queueing them up
This part is close to automatic. If you already choose recommendations when you document a deficiency, that pretty much does it. If there are active contractors in your list that match the type of recommendation you selected in a report, they will appear in a section at the bottom of your report labeled "Recommended Contractors" and the report will indicate which contractor is relevant for each deficiency.
👨👩👧👦 Your Client's Experience
Contractors who are currently active on your list will be included in your report if any relevant defects are found.
As mentioned under "Create a New Contractor", if you enter a description for your contractor it will display in the 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 to be quoted. All of them are selected by default to save time:
Next, clients select which contractors they'd like to get quotes from:
Lastly, your client controls what contact information they provide to the contractor and specifies their preferred contact method:
That's it! All of the defect details (including any photos) are emailed to the selected contractors.
If your client chooses to request a quote from a contractor, that contractor will receive the request as well as the specifics regarding the deficiency via their email.
Frequently Asked Questions
Can I remove the "Get a Quote" option?
No, at this time you cannot remove the "Get a Quote" option.
Can I change the email contractors receive?
No, you cannot change the email that contractors receive at this time.
Can I see which Clients have requested quotes?
Currently there is not a way to track which clients received a quote or email from the "Get a Quote" feature. You can however see the number of leads from reports in your Contractor List!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
