How to Customize What Your Clients See on Their Bank Statements
How to Take Payment Over the Phone
Buy Now Pay Later Options for Your Clients
Fees for Refunds, Lost Disputes, and Failed ACH payments
How to Take a Split Payment
How to Have an Agent or 3rd Party Pay for an Inspection
Will Spectora Send a 1099-K Tax Form?
How to View Incoming Payouts
Passing Credit Card Fees to Your Clients
Issue a Refund for Bank Transfers
How to Issue a Refund in Spectora
How to Take Payments Through Spectora
Verifying Your Payments Account
Change or Update Your Bank Account Information
How to Update Your Payment Deposit Account in Stripe
Accepting Payments via Bank Transfer (ACH)
How to Contact Stripe
How to send text messages from a custom phone number
Changing the Report Ready Email
Change Your Point of Contact or Who your Emails Get Sent From
US custom phone number registration- FAQ
Troubleshooting Emails Dropping to Client/Agents
How to Make Sure Your Emails Get Sent to Clients
Why Emails Don't Get Delivered
Adding a Link/Hyperlink to an Email Template
Why you need a custom phone number to send custom text messages
Automation Demo (VIDEO)
List of Placeholders and Where to Use Them
How to Email Your Report to a 3rd Party
Sending an Invoice in the Report Ready Email
Daily Schedule Emails for Inspectors
How to Navigate the Client Portal
Upselling Add-On Services through the Client Portal
Custom Payment Instructions with the Client Portal
Requesting Spectora Reviews with the Client Portal
External Reviews with the Client Portal
Changing Spectora Reviews with the Client Portal
How to Read Your Home Inspection Report (2023)
How to use Spectora Reviews to get feedback and grow your business
Using Closing and End of Period Dates
How Spectora Inspections Work from the Client Perspective