Settings

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

Michael Wagstaff avatar Kevin Wagstaff avatar Casey avatar +4
48 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Casey and 4 others
Basics

How Do I Add an Agent?

Adding contact info for agents
Casey avatar
Written by Casey
Updated over a week ago

How to set up your availability

You can either choose your working hours or certain time slots you start inspections. Here's how!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

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

Why can't you see where to upload signature within your 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

Data Export for Tax Season

Mileage Reports, Payments, and other Inspection Data
David Pitassi avatar
Written by David Pitassi
Updated over a week ago

Delete My Signature

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

Editing Fees on a Scheduled Inspection

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

How To Fix Your Base Price in Services

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

Setting a Default Template For a Service

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

How to add Pricing Modifiers to your inspections

Adding fees for extra square foot or meters, age of home or year built, zip code, foundation type, and miles or kilometers driving distance
David Pitassi avatar
Written by David Pitassi
Updated over a week ago

How to Schedule Time Off

Block your off times in your calendar!
Casey avatar
Written by Casey
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

Looking for sample reports?

Great examples of different report styles
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

How do I give a second discount if a code is already being used?

Want to give out multiple discounts?
Casey avatar
Written by Casey
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 the blank versions of inspection agreements are!
Casey avatar
Written by Casey
Updated over a week ago

How to add or Modify Inspection Agreements

Video link
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!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

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 over a week ago

Creating a Credit Card Processing Fee

How to add a fee for using a processor
Casey avatar
Written by Casey
Updated over a week ago

How to schedule automatic emails and texts

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 phone number

How to purchase a custom local phone number to send all of your automated text messages from and ensure the responses get back to you!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Change Your Point of Contact or Who your Emails Get Sent From

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