Maximizing revenue by offering add-on services is a smart way to grow your inspection business, and Spectora’s Client Portal makes this process seamless. By leveraging the Client Portal, you can upsell additional services—such as radon testing, mold inspections, or sewer scope inspections—directly to your clients during the booking process. This allows you to present valuable services to clients at the right time, helping you increase your average transaction size and provide more comprehensive service options.
In this article, we’ll show you how to effectively use the Client Portal to upsell add-on services, making it easy for clients to book additional inspections and boosting your business’s bottom line.
How Upselling Add-ons Works
How Upselling Add-ons Works
💡 Quick tip: Click on the video above to expand it in another window.
When the client first opens the portal, they will see the available add-ons as a banner (if you have this setting enabled)
Clients will also see the option to add additional services in the Order Details tab
After payment is made, clients will also see additional services advertised on the right
Clients can request these additional services by clicking "Learn More"
Or clients can request add-ons by clicking "Add Additional Services"
Clients can then select which add-ons they would like to request
Once they've selected their add-ons, they'll click "Send Request"
A pop-up box will appear letting the client know that their request is being reviewed by your company
You can then accept or deny the request via the Inspection Details page
Setting Up Add-On Services
Setting Up Add-On Services
The add-on services that appear on the services tab are determined by the base services of the inspection. When setting up a service you have the option to designate add-on services.
To offer an add-on service for upsell, follow these steps:
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Services & Fees"
Click the service you want to offer upsells with
Ensure your add-on service is set
Check the box to "Allow Upsell"
In the example below Sewer Scope and Radon Testing services are add-ons for the "Residential Inspection" service. Add-on services will only be shown if "Allow Upsell" is checked.
With this configuration, clients who are scheduled for the "Residential Inspection" service will see the Sewer Scope and Radon Testing services as optional add-ons on the client portal.
🔴 Add-on services are only visible through the client portal links sent to the client via email or text. They are NOT visible through the "Client View" button.
Customizing the Task Instructions
Customizing the Task Instructions
When a client requests an add-on, it is not automatically added to the inspection. We realize there are many reasons why an add-on could not be performed on a specific property or date.
To address this, you can customize the text on the task to set expectations around pricing and availability.
You can customize this text in Client Portal Add-On Requests.
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Under Scheduling Tools, click "Client Portal Add-on Requests"
Enter your preferred instruction text here
By default, the text will read "We offer these additional services."
Additional Settings for Upselling Add-ons
Additional Settings for Upselling Add-ons
Under Settings > Scheduling Tools > Client Portal Add-on Requests, you can choose some additional settings. In this section, we'll walk through each setting.
Display an Add Services banner as the first step on the Client Portal dashboard
This allows you to add a banner at the top of the portal so your clients can see the add-ons you have available. The banner will show above the steps for signing the agreement and making payment.
Designate an email or phone number for add-on requests
You can choose to have all add-on requests go to a specific email address, like an office staff member.
To utilize this feature, check the box and enter the designated email address for these requests.
If no email is designated the assigned inspector will receive the add-on request emails with all company admins blind copied.
You can also choose to have all add-on requests sent to a specific phone number via text message.
To utilize this feature, check the box and enter the designated phone number.
If no phone number is designated the assigned inspector will receive only the add-on request emails with all company admins blind copied.
Allow add-on requests even after a report has been published
By enabling this setting, clients will be able to request additional add-on services after their report has been published.
By default, this setting will be unchecked so that after a report is published, clients cannot request an add-on.
We added this control in Settings to give companies the ability to allow requests post-publication.
Receiving the Add On Request
Receiving the Add On Request
When a Client submits a request, the inspector and company admins are notified in three ways:
A calendar flag
A dashboard alert
An email alert
With email alerts, you can designate single or multiple recipients for add-on requests in Settings > Scheduling Tools > Client Portal Add-On Requests.
The email will include the requested service or services, the inspection address, and who submitted the request.
Adding the Requested Service to an Inspection
Adding the Requested Service to an Inspection
Once an add-on is requested, company admins will see an alert pop up on their dashboard. This alert is signaled with a red flag icon on the calendar event, as well as a listing in the "Alerts" box.
As the inspector, you will receive an email notification with the client's requested add-ons. By default, all company administrators will be copied on this email as well. You can also designate single or multiple recipients for add-on requests in settings.
💡 Quick tip: Click on the video above to expand it in another window.
Click on the inspection from your dashboard
You'll see REQUESTED ADD-ONS listed in the Services & Add-ons box
Click the + button to accept the add-on request
Click "Update Agreements" to include the new fee
If the request isn't able to be accommodated, hitting the trash can will remove the request and clear the alert from the calendar.
Once the fee is added, any texts or emails you have set up for new fees on inspections will be sent. In addition, you will have the option to update the inspection agreement to include the additional fees.
Frequently Asked Questions
I have an inspection scheduled for a client already, but I just got a notification of a new add-on request for a sewer scope inspection. Are they able to see how much it costs? I'm concerned that they weren't charged the right amount.
Yes, the client's portal is showing the pricing options for additional services when they request a new service add-on.
In your Settings > Client Portal Add-On Requests, there is a section where you can add notes that the client will see in their portal above the add-on service options. It may be helpful to include a message in the instructions box, that explains that base prices displayed for these add-on services may be subject to change based on property details such as size/type, etc - just so this may not come as a surprise if you may require a larger payment for the add-on service for that particular property.
🔴 When adding to the description and/or client notes on line items in the Fees & Payments box, this will not show in the Client Portal. The "Notes for client invoice" will only show on the invoice.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
