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Updating Agreements on an Inspection
Updating Agreements on an Inspection

Keywords: update agreements, update agreement, update inspection agreement, edit agreement, edit an inspection agreement, edited agreement

Jess Flake avatar
Written by Jess Flake
Updated over a week ago

If you recently updated the details of an existing inspection or made changes to the fees, you'll see a prompt appear at the top of the page to update the agreements.

What exactly does this mean?

Let's say you currently have an inspection scheduled for a Residential service and you just added a new Radon add-on to an inspection.

  • When you set up an agreement in your account, you can add placeholders such as {{FEES}} which automatically pulls in the total fees listed on the inspection.

  • When you add or remove a service/add-on from an inspection, the system then prompts you to update the existing agreements on the inspection.

    • This update is prompted to ensure those placeholders like {{FEES}} now contain the correct information.
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  • If the agreements have not been signed on the inspection yet, then the system will update the existing agreements with the new pricing/info.
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  • If the agreements have been signed, they are technically no longer valid since they contain old pricing.

    • The system then generates a new agreement that includes the newly updated pricing.

πŸ”΄ Note: When an inspection is unconfirmed and edits are made to the agreement, the agreement will update to the correct information as soon as it's confirmed.


Frequently Asked Questions

  • Do I have to update the agreements?

    • No, you certainly do not have to. The prompt can be ignored or you can click "Dismiss" to keep your agreements as they are.
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  • Will I be prompted to update the agreements if I change something like the client's email or the time of the inspection?

    • Yes. Regardless of what placeholders may be in your agreements, if you change pertinent information like client contact info or the date/time of the inspection, the system will prompt you to update the agreements.
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  • I added a new Mold add-on to the inspection, so why am I being prompted to update my Residential inspection agreement too?

    • The system will prompt you to update all of the agreements on the inspection. There is no way to update only certain agreements.
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  • I updated the agreements as prompted and now I'm seeing duplicate agreements- is this normal?

    • It is! If the client already signed the agreements before you updated them, then new agreements will be generated for them to sign.


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