Settings

Creating, viewing, and editing sample reports - Video

Show off your report format with an anonymized sample report!

Written by Support Team
Updated over a week ago

Settings & Integrations Demo (VIDEO)

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

Written by Katie Walls
Updated over a week ago

Passing on Credit Card fees FAQs

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

Written by James Dixon
Updated over a week ago

Passing credit card fees to your clients

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

Written by Michael Wagstaff
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 Contact?

Adding contact info for agents

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!

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

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

Written by Kevin Wagstaff
Updated over a week ago

Delete My Signature

Delete the Signature from Inspector Profile

Written by Support Team
Updated over a week ago

Editing Fees on a Scheduled Inspection

Edit Fees, give discounts, edit invoices

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.

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 or Calendar Events

Blocking time off on your dashboard calendar!

Written by Support Team
Updated over a week ago

Looking for sample reports?

Great examples of different report styles

Written by Support Team
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

Creating, viewing, and editing sample reports

Show off your report format with a sample report!

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 Support Team
Updated over a week ago

Finding Receipts for Subscription Payments

Spectora past transactions, receipts

Written by Support Team
Updated over a week ago

Displaying Inspection Fees on Agreements

Use placeholders to add per inspection pricing information to agreements

Written by Megan Lefebvre
Updated over a week ago

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!

Written by Michael Wagstaff
Updated over a week ago

Where to Find Your Inspections Agreements

Where the blank versions of inspection agreements are!

Written by Support Team
Updated over a week ago

US custom phone number registration- FAQ

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

Written by Liz Devine
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 in Spectora

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

Written by Support Team
Updated today

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 Support Team
Updated over a week ago

Changing the Report Ready Email

Edit the email that gets sent when you hit publish

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!

Written by Liz Devine
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 Support Team
Updated over a week ago

Using the Online Scheduler

Easily have clients and agents schedule appointments independently

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!

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 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

Written by Megan Lefebvre
Updated over a week ago

Online Scheduler Link

Link to send to agents and clients to schedule

Written by Support Team
Updated over a week ago

Search for an Existing Client During Scheduling

Have a client already in the system

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!

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 Support Team
Updated over a week ago

Adding 360 Photos in your Spectora Reports

Increase your visual report options with 360 photos

Written by Megan Lefebvre
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 Support Team
Updated over a week ago

Recommendation Type Customization

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

Written by Josh Koontz
Updated over a week ago

Update Your Billing Info in Spectora

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

Written by Megan Lefebvre
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

How to Edit the Navigation Bar

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

Written by Katie Walls
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 Support Team
Updated over a week ago

How to Change the Hours of your Workday on Your Calendar

Adjust calendar display hours in Spectora

Written by Support Team
Updated over a week ago

How to Change Driving Directions

Setting the starting point for the map function

Written by Support Team
Updated over a week ago