Spectora Info Center — Recent articles

New Internal Order Form

internal scheduling, order form, new order form, inspection order form, scheduling, new inspection, schedule inspection, internal order form

Web Editor Search

Web Editor Search redesign: one search bar, new filters, sort options, comment drawer, and keyboard shortcuts for faster report navigation.

How to Send Text Messages from a Custom Phone Number in Spectora

Keywords: sending custom text messages, sending messages with custom number

How can I resolve email conflicts in Spectora accounts?

Horizon & Spectora Migration

Horizon to Spectora migration guide: key dates, what data transfers, 50% pricing discount, one-click migration tool, Express Onboarding, and FAQs for Horizon customers.

What Are the Best Devices to Use with Spectora?

What mobile phone or tablet perform best? What laptop specs are required to use the web platform? Which browser is best for Spectora?

Upselling Add-On Services through the Client Portal

Enable your clients to see and request additional services through the client portal

How to Use the Inspection Request Form

Enabling, customizing, and scheduling with the Inspection Request Form

Internal Scheduling Options

Internal scheduling guide: Customize inspector assignments, dates, locations, client and agent info, and more with ease.

How to Use the Online Scheduler in Spectora

Easily have clients and agents schedule appointments independently

How to Use the Get a Quote Widget

Keywords: quote, quote widget, get a quotes widget, quotes widget, quotes on website

Property Data Auto-Population: ATTOM & RentCast

Keywords: ATTOM, RentCast, square footage data, age of home data, data pulled when scheduling, data incorrect, square footage incorrect, scheduling

How to Schedule Time Off or Calendar Events

Blocking time off using Events on your dashboard calendar! Events, calendar, block time, support staff events, inspector events, time off.

Understanding Email Types: Transactional vs. Marketing

Spectora helps you stay compliant with CAN-SPAM regulations by allowing you to specify whether your automated emails are Transactional or Marketing.

Advanced Automations

The new and improved Advanced Automations, formerly known as Actions. keywords: actions, advanced, advanced automations, automation, email

Viewing the Inspection Change Log

How company admins can see changes to inspections and who made them

How to Set Up Discount Codes

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

Moving an Item or Comment in a Template

How to move, transfer, or change a pre-existing comment from one template into another. Keywords move, moving, comments, template, templates

How to Use the Cost Estimator

Keywords: Cost Estimator, repair cost, costs, estimate, defect cost estimate, defect costs, repair pricing ranges, repairs pricing

How to Reschedule an Inspection

Keywords: reschedule, reschedule inspection, change the time of inspection, change date of inspection, change time of booked inspection

How can I prevent Spectora emails from going to spam and improve email deliverability?

Multi-Party Payments with Spectora

Multi-Party Payments, payments, spectora payments, split payments, separate invoices, separate payments, multi party payments, multi-party payments, one-off invoices, additional people, third party payments

Warranty Offers by Fixle: Overview for Inspectors

Learn how home warranty coverage works as part of Fixle Protection Products, including when it's presented to clients, how the opt-in process works, what inspectors are responsible for, and how warranty engagement connects to Spectora Rewards.

Horizon & Spectora Migration

Horizon to Spectora migration guide: key dates, what data transfers, 50% pricing discount, one-click migration tool, Express Onboarding, and FAQs for Horizon customers.

How to See Future Days' Driving Routes

Plan driving routes and book efficiently to reduce drive time. keywords: driving, driving route, routes, future drives, future inspections

How to Unlock a Report

Let your clients and agents view the report before they pay or sign an agreement, do not require payment, mark payment received, processing

How to Use Custom Scheduling Fields

Keywords: options when scheduling, scheduling boxes, scheduling fields, optional or required fields

How to Have an Agent or 3rd Party Pay for an Inspection

Multi-Party Payments with Spectora

Multi-Party Payments, payments, spectora payments, split payments, separate invoices, separate payments, multi party payments, multi-party payments, one-off invoices, additional people, third party payments

Special Florida Forms

Florida has several forms that can be done within Spectora but still output the required PDFs. Here's how to do it.

How to Start Writing Your Report in the V10 Spectora Mobile App

How to get started with a report/inspection on the V10 app, V10 app, new app, version 10, spectora x, start report, app report

What is the MCP Server?

Learn how to connect Spectora to your AI assistant and use ready-made workflows to analyze your business data — no coding required.

Spectora API & MCP Early Access FAQs

Answers to the most common questions about Spectora's Public API and AI Connector (MCP) during early access.

How to customize the links to reports and the Inspection Details page

Replace the buttons for Inspection Details with custom text or images

Our Refund Policy

Canceling? Going out of business? Here's everything you need to know about our refund policy. Keywords: Ref, refun, refunding, credit

How to Use the Photo Annotator on the App

Adding annotations to a photo is easy. With the latest annotator upgrade, we'll go over how to use it in the app. Keywords: annotator, new annotator, add shapes, rotate photos, increase brightness, annotate photos

How can I troubleshoot and resolve email delivery issues in Spectora?

How to Set Up Discount Codes

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

SMS Consent for Text Messages (TCPA Compliance)

How SMS text message consent works for clients and agents in Spectora, and how to view or edit consent in the inspector dashboard.

Template: Breakdown of Informational Comment Answer Types

Learn about each comment type and how they work in your template/report.

Spectora's AI Report Assist (Early Access)

Say your finding out loud and let AI do the rest to match to the right comment from your template.

How to Use the Texas WDI Form

Automatically pull your signature and WDI license number for this TX-specific form

How to Customize Your Automation Emails

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

Advanced Automations

The new and improved Advanced Automations, formerly known as Actions. keywords: actions, advanced, advanced automations, automation, email

How to Undelete a Report on the App

How to undelete reports through your app.

Payment Options Available with Spectora

The different payment options available in Spectora, ach bank transfer, CC, BNPL, pay at close, deferred payments, payment after publish

Stripe Notifications

Keywords: stripe alert, payout alert, identity alert, payouts paused alert, alert message, stripe message, identity message, payout message, stripe notification