Spectora

Watch this in-depth tutorial of your Settings page and Integrations

Settings & Integrations Demo (VIDEO)

Answers to commonly asked questions about passing on credit card fees to your clients.

Passing on Credit Card fees FAQs

The pros and cons of having your clients pay the transaction fees

Passing credit card fees to your clients

Are you able to work a day outside of your usual availability but you don't want it to effect your current schedule? Read this article!

Date Specific Availability

Megan Lefebvre

Michael Wagstaff

Support Team

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

Settings

Having trouble changing the email of an agent? Read this article before you throw in the towel!

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

How Do I Add an Agent Contact?

You can either choose your working hours or certain time slots you start inspections.  Here's how!

How to set up your availability

Get the most from your Spectora profile page by filling it out with these smart tips

Tips on Filling Out Your Spectora Profile

Delete the Signature from Inspector Profile

Delete My Signature

Editing Fees on a Scheduled Inspection

If your base price is adding too much for modifier fees, here is how to fix it.

How To Fix Your Base Price in Services

How to set a default template for different Services and Fees

Setting a Default Template For a Service

Adding fees for extra square foot or meters, age of home or year built, zip code, foundation type, and miles or kilometers driving distance

How to add Pricing Modifiers to your Inspections

Blocking time off on your dashboard calendar!

How to Schedule Time Off or Calendar Events

Great examples of different report styles

Looking for sample reports?

Set up coupons or discount codes for clients to offer special deals and pricing.

How to set up Discount Codes

Show off your report format with a sample report!

Creating, viewing, and editing sample reports

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

Finding Receipts for Subscription Payments

Kevin Wagstaff

Basics

Use placeholders to add per inspection pricing information to agreements

Displaying Inspection Fees on Agreements

Use our in-platform reviews to better understand how you're doing and to rise in rankings on our directory pages and in Google!

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

Where the blank versions of inspection agreements are!

Where to Find Your Inspections Agreements

Setting up a custom phone number in the US requires information about your business

US custom phone number registration- FAQ

Get paid online or on-site via the mobile app, all with a lower percentage fee and fast payouts!

How to take payments via Spectora Payments

Using our built-in payments system has many advantages over using third-party sources like Square, Authorize, or a bank.

Why use built-in payments?

Refunds, Fees Editing. Keywords: Ref, refu, refun, refunding, efund, partial refund, credit, reimburse

Issue a Refund in Spectora

Need to set up your inspection confirmation email? ​Want to change your pre-inspection texts? What about your post-inspection e-mails?

How to schedule automatic emails and texts

How to edit the verbiage in your Report Ready email Automations!

Changing the Report Ready Email

How to purchase a custom local phone number to send all of your automated text messages from and the benefits of doing so!

How to send text messages from a custom phone number

How to change if your automated emails come from the inspector's or the company's email

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

Business Tools

Easily have clients and agents schedule appointments independently

Using the Online Scheduler

You can add optional or required fields when scheduling inspections, whether for you office staff or for your online scheduler. Here's how!

How to Use Custom Scheduling Fields

Enabling, customizing, and scheduling with the Request Form

Using the Inspection Request Form

Find the code to insert your scheduler into your website

How to Add a Scheduler to Your Website

How to give clients and agents accurate quotes before bookings

How to Use the Get a Quote Widget

Link to send to agents and clients to schedule

Online Scheduler Link

Search for an Existing Client During Scheduling

You can drag-and-drop inspections to reschedule or assign to a different inspector. Here's how!

Reschedule and re-assign inspections via the calendar

Set your viewable time window and customize your hover text

Customizing your calendar

Add or update multiple contacts with a .CSV file

Importing Contacts Using Excel

Scheduling Tools

Increase your visual report options with 360 photos

Adding 360 Photos in your Spectora Reports

Make sure your reports are complete by enabling Require Completion to Publish

How to enable Require Completion to Publish

Provide your clients with cost estimates for defects.

How to use the Cost Estimator

Settings > Report Options: Changing the Location Tags which show up in the Report editor

Location Tags, Where to Find and Add them

Quick overview of how you can adjust the display name for recommended contractor types as well as add custom types to the list.

Recommended Contractor Type Customization

Katie Walls

Report Options

How to see and update your credit cards kept on file.

Update Your Billing Info in Spectora

Make sure your credit card is always up to date to avoid your subscription being cancelled.

How to update your credit card

Company Settings

Want to add more pages to your top bar for easy access? Here's how!

How to Edit the Navigation Bar

Changing the email address associated with your account. This email is what you login with and shows as your contact info.