Settings

Settings & Integrations Demo (VIDEO)

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

Written by Katie Walls
Updated over a week ago

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!

Written by Lulu Brewer
Updated over a week ago

How Do I Add an Agent?

Adding contact info for agents

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!

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

Written by Kevin Wagstaff
Updated over a week ago

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

Troubleshooting signature

Written by Casey
Updated over a week ago

Adding a Signature

How to upload your signature into your profile/report

Written by Casey
Updated over a week ago

Data Export for Tax Season

Mileage Reports, Payments, and other Inspection Data

Written by David Pitassi
Updated over a week ago

Delete My Signature

Delete the Signature from Inspector Profile

Written by Casey
Updated over a week ago

Editing Fees on a Scheduled Inspection

Edit Fees, give discounts, edit invoices

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.

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

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

Written by David Pitassi
Updated over a week ago

How to Schedule Time Off

Block your off times in your calendar!

Written by Casey
Updated over a week ago

Creating and viewing sample reports

Show off your report format with an anonymized sample report!

Written by Michael Wagstaff
Updated over a week ago

Looking for sample reports?

Great examples of different report styles

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.

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?

Written by Casey
Updated over a week ago

Finding Receipts for Subscription Payments

Spectora past transactions, receipts

Written by Casey
Updated over a week ago

Where to Find Your Inspections Agreements

Where the blank versions of inspection agreements are!

Written by Casey
Updated over a week ago

How to add or Modify Inspection Agreements

Video link

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!

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.

Written by Michael Wagstaff
Updated over a week ago

Issue a Refund using Spectora Payments

Refunds, Fees Editing

Written by Casey
Updated over a week ago

Creating a Credit Card Processing Fee

How to add a fee for using a processor

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?

Written by Alexis Nicholls
Updated over a week ago

Changing the Report Ready Email

Edit the email that gets sent when you hit publish

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!

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

Written by Casey
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!

Written by Michael Wagstaff
Updated over a week ago

Using the Inspection Request Form

Enabling, customizing, and scheduling with the Request Form

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

Written by Casey
Updated over a week ago

How to Use the Get a Quote Widget

How give give clients and agents accurate quotes before bookings

Written by Megan Lefebvre
Updated over a week ago

Online Scheduler Link

Link to send to agents and clients to schedule

Written by Casey
Updated over a week ago

Search for an Existing Client During Scheduling

Have a client already in the system

Written by Casey
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!

Written by Michael Wagstaff
Updated over a week ago

Customizing your calendar

Set your viewable time window and customize your hover text

Written by Michael Wagstaff
Updated over a week ago

Importing Agents Using Excel

Normal importer, import agents

Written by Casey
Updated over a week ago

How to enable Require Completion to Publish

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

Written by Katie Walls
Updated over a week ago

How to use the Cost Estimator

Provide your clients with cost estimates for defects.

Written by Katie Walls
Updated over a week ago

Location Tags, Where to Find and Add them

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

Written by Casey
Updated over a week ago

How to Update/Change your Credit Card

Changing the payment form on your account

Written by Casey
Updated over a week ago

See Credit Card on file

How to see the credit card on file

Written by Casey
Updated over a week ago

How to update your credit card

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

Written by Michael Wagstaff
Updated over a week ago

Change Account Email or Password

Written by Casey
Updated over a week ago

How to Change Your Email

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

Written by Casey
Updated over a week ago

How to Change the Hours of your Workday on Your Calendar

Adjust calendar display hours in Spectora

Written by Casey
Updated over a week ago

How to Change Driving Directions

Setting the starting point for the map function

Written by Casey
Updated over a week ago