Settings

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

Michael Wagstaff avatar Kevin Wagstaff avatar Alexis Nicholls avatar +5
50 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Alexis Nicholls and 5 others
Basics

How to Change the Email of an Agent with a Confirmed Contact

Having trouble changing the email of an agent? Read this article before you throw in the towel!
Lulu Brewer avatar
Written by Lulu Brewer
Updated over a week ago

How Do I Add an Agent?

Adding contact info for agents
Support Team avatar
Written by Support Team
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

How to Update your Square Integration

Spectora now integrates directly with Square! See the steps you need to take to get on the newer integration
Katie Walls avatar
Written by Katie Walls
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

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
Support Team avatar
Written by Support Team
Updated over a week ago

Editing Fees on a Scheduled Inspection

Edit Fees, give discounts, edit invoices
Support Team avatar
Written by Support Team
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 or Calendar Events

Block your off times in your calendar!
Support Team avatar
Written by Support Team
Updated over a week ago

Looking for sample reports?

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

Creating, viewing, and editing sample reports

Show off your report format with an anonymized sample report!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated this week

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?
Support Team avatar
Written by Support Team
Updated over a week ago

Finding Receipts for Subscription Payments

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

How to use Spectora Reviews to get feedback and grow your business

Use our in-platform reviews to better understand how you're doing and to rise in rankings on our directory pages and in Google!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Where to Find Your Inspections Agreements

Where the blank versions of inspection agreements are!
Support Team avatar
Written by Support Team
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
Support Team avatar
Written by Support Team
Updated over a week ago

Creating a Credit Card Processing Fee

How to add a fee for using a processor
Support Team avatar
Written by Support Team
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
Support Team avatar
Written by Support Team
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 the benefits of doing so!
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
Support Team avatar
Written by Support Team
Updated over a week ago
Scheduling Tools

Using the Online Scheduler

Easily have clients and agents schedule appointments independently
Megan Lefebvre avatar
Written by Megan Lefebvre
Updated over a week ago

How to Use Custom Scheduling Fields

You can add optional or required fields when scheduling inspections, whether for you office staff or for your online scheduler. Here's how!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Using the Inspection Request Form

Enabling, customizing, and scheduling with the Request Form
Megan Lefebvre avatar
Written by Megan Lefebvre
Updated over a week ago

How to Add a Scheduler to Your Website

Find the code to insert your scheduler into your website
Support Team avatar
Written by Support Team
Updated over a week ago

How to Use the Get a Quote Widget

How to give clients and agents accurate quotes before bookings
Megan Lefebvre avatar
Written by Megan Lefebvre
Updated over a week ago

Online Scheduler Link

Link to send to agents and clients to schedule
Support Team avatar
Written by Support Team
Updated over a week ago

Search for an Existing Client During Scheduling

Have a client already in the system
Support Team avatar
Written by Support Team
Updated over a week ago

Reschedule and re-assign inspections via the calendar

You can drag-and-drop inspections to reschedule or assign to a different inspector. Here's how!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Customizing your calendar

Set your viewable time window and customize your hover text
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Importing Agents Using Excel

Normal importer, import agents
Support Team avatar
Written by Support Team
Updated over a week ago