Settings

Basics, Business Tools, Scheduling Tools, Report Options, Company & User Settings

Michael Wagstaff avatar Kevin Wagstaff avatar Casey avatar +2
48 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Casey and 2 others
Basics

Tips on Filling Out Your Spectora Profile

Get the most from your Spectora profile page by filling it out with these smart tips
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

Can't see where to upload signature within profile

Troubleshooting signature
Casey avatar
Written by Casey
Updated over a week ago

Adding a Signature

How to upload your signature into your profile/report
Casey avatar
Written by Casey
Updated over a week ago

Delete My Signature

Delete the Signature from Inspector Profile
Casey avatar
Written by Casey
Updated over a week ago

Adding a New Fee or Editing an Existing one

Edit Fees, give discounts, edit invoices
Casey avatar
Written by Casey
Updated over a week ago

How Do I Fix My Base Price in Services?

If your base price is adding too much for square footage or age of home modifier fees, here is how to fix it.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

Setting a Default Template

How to set a default template for different Services and Fees
Katie Walls avatar
Written by Katie Walls
Updated this week

How to add pricing modifiers for distance traveled

Doing inspections several miles or km away? You can add fees and hours based on the distance away.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Scheduling Time Off

Block off times in your calendar, Time off,
Casey avatar
Written by Casey
Updated over a week ago

View Team

Where do I see my inspectors or Team
Casey avatar
Written by Casey
Updated over a week ago

Adding Permissions to Your Team Page

Learn where you can give your sub-inspectors permissions to schedule, publish, add to template and admin functions.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to Add Support Staff/Office Admin

Adding a business staff/non-inspector to your company
Casey avatar
Written by Casey
Updated over a week ago

Organization Tools for Franchises and Multi-Location Companies

Spectora offers tools to help you run a growing franchise or multi-location company. Easily see metrics and share assets across locations.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Creating and viewing sample reports

Show off your report format with an anonymized sample report.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Want to See Some Sample Reports?

Great examples of different report styles
Casey avatar
Written by Casey
Updated over a week ago

How do I give a discount?

Military discounts, friends and family discounts, sales, etc.
Casey avatar
Written by Casey
Updated over a week ago

How to set up Discount Codes

Set up coupons or discount codes for clients to offer special deals and pricing.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Finding Receipts for Subscription Payments

Spectora past transactions, receipts
Casey avatar
Written by Casey
Updated over a week ago
Business Tools

Where to Find Your Inspections Agreements

Where are the blank agreements that get sent to the client/agent
Casey avatar
Written by Casey
Updated over a week ago

How to add or Modify Inspection Agreements

Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to take payments via Spectora Payments

Get paid online or on-site via the mobile app, all with a lower percentage fee and fast payouts. Here's how to get setup.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated this week

Why use Spectora Payments?

Using our built-in payments system has many advantages over using third-party sources like Square, Authorize, or a bank.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Issue a Refund using Spectora Payments

Refunds, Fees Editing
Casey avatar
Written by Casey
Updated this week

Creating a Credit Card Processing Fee

Casey avatar
Written by Casey
Updated over a week ago

How to schedule automatic communications

Need to set up your inspection confirmation email? ​Want to change your pre-inspection texts? What about your post-inspection e-mails?
Alexis Nicholls avatar
Written by Alexis Nicholls
Updated over a week ago

Changing the Report Ready Email

Edit the email that gets sent when you hit publish
Casey avatar
Written by Casey
Updated over a week ago

How to send text messages from a custom SMS phone number

You can purchase a custom local phone number to send all of your automated text messages from. It can even route responses back to you!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Change Who the Emails Get Sent From/ Point of Contact

How to change if the emails come from the inspector or the company's email
Casey avatar
Written by Casey
Updated over a week ago