Efficiently managing inspection reports and client information is crucial for any home inspection business. Spectora's Site-Wide Search feature is designed to help you quickly locate inspections, clients, or agents across your account, saving you valuable time and effort. Here's how to make the most of this powerful tool.
This search feature shows up in the top right corner of your page, regardless of what part of Spectora.com you are on.
Benefits of Site-Wide Search
Time-Saving: Quickly find any information across your Spectora account without navigating through multiple pages.
Increased Efficiency: Streamline your workflow by reducing the time spent searching for data.
Better Organization: Keep all your important data easily accessible and well-organized.
Using Site-Wide Search to Find Inspections
You can quickly and easily search for specific inspections using the search bar. Inspections can be searched by address, agent name, client name, or inspector name.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click the "Search everything..." bar to place your cursor
Enter the information you want to search for
You can search by address, agent name, client name, or inspector name
Results for your search will appear below the bar
Click on the inspection you want to open in the search results
You'll be redirected to the Inspection Details page for that inspection
Using Site-Wide Search for Agent Contacts
You are also able to search Agent contacts in the site-wide search bar. These show up below the inspection results. You can easily find an agent via the search bar using the agent's first name, last name, email, or agency name.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click the "Search everything..." bar to place your cursor
Enter the information you want to search for
You can search by first name, last name, email, or agency name
Results for your search will appear below the bar
Scroll down in the search results to the 'Agents' section and click on the agent contact
You'll be redirected to the agent's contact page where you can view and/or edit their information
Frequently Asked Questions
Why isn't my draft inspection showing up in the search bar?
The "search everything" function will only show scheduled inspections.
To find a draft inspection, you'll want to look in the Draft Inspection widget. Click here to learn more!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
