Spectora currently 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 place trusted contractors of your choosing in the report. You can include their name, logo, and contact information for your client to connect with for a quote.
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How to Turn Recommended Contractors On
Set it up
You will find a new option on the Settings page under Spectora Connect labeled Recommended Contractors. Click there to open the page where you can add, edit, or remove trusted contractors or companies in your list as well as see how many quotes your clients have requested of them.
👷♂️ Create New Contractor
Click on the + Create New Contractor button to get started.
Best practice will be to add as much detail as you can to these fields but only a few are required in case some don't apply.
Logos are great for a professional look but again are not required.
You can always Edit or Delete contractors from your list.
How it works
🧍🏽🧍🏻♂️🧍🏼♀️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 choose in a report those contractors will show up in a new section at the bottom of your report labeled Recommended Contractors and the report will note which contractor is relevant for which deficiency.
👨👩👧👦 Your client's experience
When your clients receive your report they will also see the Get Quote option for each contractor.
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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