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How to Navigate the Client Portal

An updated interface for your clients to interact with your business

Support Team avatar
Written by Support Team
Updated over 3 months ago

Our Client Portal is designed to make it simple and easy for your clients to manage the home inspection process.

Additionally, clients can quickly request additional services and interact with partnership offers to help you earn more revenue per inspection.

With the Client Portal, clients can...


All in one place!

Navigating the Client Portal

This section will show you and your client how to navigate through the portal and complete all necessary tasks, such as signing the agreement and making their payment.

💡 Quick tip: Click on the video above to expand it in another window.

  1. Click "Sign & Pay" in the inspection confirmation email

  2. You'll be directed to the dashboard of the Client Portal

  3. At the top of the dashboard, you'll see the base details of the inspection (address and date)

  4. Next, you'll see any available add-on services

    1. To dismiss, click "No thanks" or click "Learn More" to which add-ons are available

  5. Below the add-ons banner, the Payment prompt will show

    1. Click "Pay Now" to pay for the inspection

  6. At the bottom of the dashboard, the Inspection Agreement prompt will show

    1. Click "Sign" to sign and submit the agreement

  7. The Payment and Agreement steps will show as completed once payment is made and the agreement is signed

  8. Once the report is published, it will appear on the dashboard

    1. Click "View Report" to open it

  9. On the dashboard, you'll also see available partnerships

    1. Click "See Offers" to view them

  10. The "Order Details" tab will show the full information about the inspection including all services/add-ons, address, inspection date/time, and all people associated

  11. The "Documents" tab will show all reports, agreements, and invoice associated with the inspection

  12. The "Contractors" tab will show active, local contractors that can be contacted for various types of work

  13. The "Special Offers" tab will show available partnerships for offers such as home security, insurance, and moving

  14. The "Contact Us" tab will show contact information for the inspector and the inspection company

Client Portal Table of Contents

There are 5 main components of the Client Portal: Dashboard, Order Details, Documents, Contractors, and Contacts. Each of these components contains important information about the inspection.

Let's break each tab down a bit more.

  • Dashboard

    • Here, you'll see the cover photo, the address, and the date of the inspection

    • Add-on upsells will show below the cover photo/inspection information

    • Below the add-ons are the steps for making payment and signing the agreement
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  • Order Details

    • This tab will show the full information about the inspection including all services/add-ons, address, inspection date/time, and all people associated with the inspection (clients, agents, inspectors, and additional people)
      ​

  • Documents

    • This tab will show the invoice, the agreement, attachments, and the reports once published
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  • Contractors

    • This tab will show all of your active recommended contractors

    • For more information on recommended contractors, click here.
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  • Contact Us

    • This tab will show both the inspector's and the inspection company's contact details

    • To verify your contact information, go to Settings > Profile.

Tips for the Client Portal

  • Utilize our upsell feature

    • With the upsell feature, clients can add additional services in the "Review Your Services" task and "Services" tab of the client portal. Clients will see the name, description, and price of add-on services. They can then select these services and submit add-on requests directly through the client portal.

    • Check out this article for the full step-by-step process of upselling!
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  • Offer Partnerships

    • Spectora partners with national brands to create opportunities to add more value for your clients. This is a fully optional program but an excellent way to maximize your per-inspection earning potential.

    • When a client accesses their inspection report they can interact with your selected partner offers. If the client submits their information and purchases a service you get paid.

    • Check out this article to see how to get started with Partnerships!

Frequently Asked Questions

  • Why am I seeing an "Unknown user" banner in the portal?
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    • The Unknown user banner will appear when viewing the portal through an email sent without a tokenized link, for example via the Share Details/Create Email button.

    • This is intentional as the portal has not been accessed via a tokenized link. By accessing the portal via a non-tokenized link, certain client actions like viewing add-on upsells or signing agreements are unavailable. This prevents those actions from being performed by someone other than the client!

    • The "Get Full Access" button is there so that the client can input their email as it is on the inspection to gain full access to the client portal.
      ​

  • Why do I see 'Report' twice in the client portal? It's showing as 'View Residential Report Report.'
    ​

    • We add the word "Report" to the card (shown above) automatically, as the template name doesn’t need to include it.

    • For example, a template named "Residential Inspection" will show as "Residential Inspection Report" in the client portal.

    • If your template name already includes "Report," it will display redundantly as "Residential Inspection Report Report."

  • What is a "tokenized link" and why is it necessary?

    • A tokenized link is a special type of URL that includes a unique code (or ‘token’) to grant access without requiring a login. This token acts as a key, allowing users to securely view specific content. Every email containing placeholders that route to Spectora includes a tokenized link tied to the recipient’s role in the inspection. This ensures that clients and client agents each have their own unique access tokens, preventing unauthorized parties from signing agreements or viewing reports.

If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
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Related Articles
Upselling Add-On Services through the Client Portal
Requesting Spectora Reviews with the Client Portal
External Reviews with the Client Portal
Spectora Academy: Module 5
How Spectora Inspections Work from the Client Perspective
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