Once a client books an inspection, you can upsell your add-on services through the new client portal. 📈
On the "Review Your Services" task and "Services" tab of the client portal, clients will see the name, description, and price of add-on services. Clients can then select these services and submit add-on requests directly through the client portal.💵
Once an add on is requested, company admins will see an alert pop up on their dashboard. This alert is signaled with a 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.
If you add the service to the inspection the client will be notified of their new charges and agreements.
How does this work?
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.
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, client's 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.
⚠️Note⚠️ Add-on services are only visible through client portal links sent to the client NOT through the "Client View" button.
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 Settings > Scheduling Tools > Client Portal Add-On Requests. By default, the text will read "We offer these additional services:"
Receiving the Add On Request
When a Client submits a request the inspector and company admins will see an alert pop up on their dashboard. This will show up both on the calendar event as a flag icon, as well as in the Alerts box on the dashboard.
In addition to the alert, the assigned inspector will receive an email with the relevant details. You can also 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
To accept the add-on request, go to the Services and Add Ons box on the inspection details page and hit + on the add-on request.
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.
Please let us know if you have any questions!
Have questions about how to upsell on the client portal? Write into our chat bubble and our team will help 😊