Spectora Advanced | Spectora Info Center

Using Notes with Spectora Advanced

Log more detail with automatic timestamps in Advanced

Written by Lulu Brewer
Updated over a week ago

Spectora Advanced Demo (VIDEO)

New to Advanced? Watch this full demo!

Written by Katie Walls
Updated over a week ago

How to Start a Free Trial of Spectora Advanced

Want to test drive Spectora Advanced? Follow the instructions in the video below!

Written by Kevin Wagstaff
Updated over a week ago

Spectora Advanced FAQs

Check out commonly asked questions about Spectora Advanced!

Written by Kevin Wagstaff
Updated over a week ago

Why is Spectora Advanced an add-on / separate product?

As a growing business, we're constantly learning about our costs and trying to maintain a sustainable business model.

Written by Michael Wagstaff
Updated over a week ago

Actions

How to set up Actions to automate your workflow

Actions allow you to have customized automation rules for emails, texts, and webhooks. Here's how they work!

Written by Michael Wagstaff
Updated over a week ago

Common Actions for Spectora Advanced

Learn the most common Actions (custom triggered emails and texts) used in Spectora Advanced and how to set them up.

Written by Kevin Wagstaff
Updated over a week ago

Actions: Inspection Confirmed Versus Inspection Scheduled

Beta, Advanced Actions, Triggers

Written by Casey
Updated over a week ago

Emailing 3rd Parties automatically

BETA, contactors, actions, advanced

Written by Casey
Updated over a week ago

Automatic 3rd Party emails through Spectora Advanced

email contractor, notify sub, add on service

Written by Casey
Updated over a week ago

Spectora Advanced: Import New Actions

How to add an Action to an existing inspection

Written by Katie Walls
Updated over a week ago

Transitioning from ISN to Spectora Checklist

A step-by-step guide for moving from ISN to Spectora and Spectora Advanced.

Written by Kevin Wagstaff
Updated over a week ago

How to use Contact Tagging to customize Actions for agents and clients

Contact Tagging allows you to set up different emails and text messages for VIP agents, new agents, investors, and more!

Written by Michael Wagstaff
Updated over a week ago

Report Ready Radon Email in Advanced Actions

Action Triggers

Written by Casey
Updated over a week ago

Inspection Events

Using Inspection Events for Radon Drop-Off/Pick-Up events and more

If you have events that are tied to a particular inspection, Spectora Advanced makes it easy to keep track of them!

Written by Michael Wagstaff
Updated over a week ago

Metrics

How to use Advanced Metrics to get business insight and data

Our Advanced Metrics dashboard allows you to create custom graphs and charts to gather business intelligence for data-driven decisions.

Written by Michael Wagstaff
Updated over a week ago

Pay Splits

How to set up Pay Splits

Set up your rules so it's easy to determine how much to pay each inspector come payroll.

Written by Michael Wagstaff
Updated over a week ago

How to use Spectora Advanced Business Tools

Spectora Advanced is a suite of business tools designed for growing companies to improve productivity. Here's how to get started.

Written by Michael Wagstaff
Updated over a week ago

Spectora Advanced: Recalculate Pay Splits

How to refresh Paysplits on existing inspections after changing settings

Written by Katie Walls
Updated over a week ago

Service Limitations

How to set up Service Limitations for your inspectors

If your inspectors only perform certain services, you can set up Service Limitations so your Online Scheduler gets it right every time.

Written by Michael Wagstaff
Updated over a week ago

Service Areas

How to set up Service Areas for your inspectors

If your inspectors only work in certain geographic areas, you can set up Service Areas so your Online Scheduler assigns the right inspector.

Written by Michael Wagstaff
Updated over a week ago

Advanced options for availability: Service Limitations and Service Boundaries

Written by Michael Wagstaff
Updated over a week ago