Group 65
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Settings
Settings
Basics, Business Tools, Scheduling Tools, Report Options, Company & User Settings
+5
48 articles in this collection
Written by
Michael Wagstaff,
Kevin Wagstaff,
Casey
and 5 others
Settings & Integrations Demo (VIDEO)
Watch this in-depth tutorial of your Settings page and Integrations
Written by
Katie Walls
Updated over a week ago
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!
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
Business Tools
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
Scheduling Tools
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
Report Options
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
Company Settings
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
User Settings
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