Latest Updates

We just recently sent out an update for Actions to allow you to now use the inclusion or exclusion of a Service Category as a rule in Actions. This will work similar to the Service or the Service Add-On rule. If applied then the action will not send unless the inclusion or exclusion (depending on using Has or Does Not Have) of a services or add-on that is in the specified category is associated on the inspection order. Example: If you have primary Radon service and several Radon add-on services associated with other primary services and all of those are configured with the Service Category "Radon" you might setup your Action rule for an upsell email as Does not have Service category Radon . This would allow the Action email to be sent for inspection orders that do not have any of the Radon services already associated.

These updates will be released soon and may already be in place by the time you read this. The Service Categories feature has been released for a while now but we have built it out a bit more to make it easier to leverage by including a pre-built list of categories (you can still create and use your own if you like). We are also making the feature available to all companies not just those using Spectora Advanced. You will also notice that any new service or add-on being created will now have the Service Category field right after the name. This is a required field just like the name field. The same will be true of any edits to services or add-ons that do not already have an associated Service Category. For non-advanced users or others that have not used Service Categories before you may adjust any pre-built categories and/or add your own by going to your Services & Fees page and clicking on the Service Categories button at the top Check out the article here for more information.

When you click the "Client View" or "Client/Agent View" buttons on the Inspection Details page, you'll now see an accurate preview of how your client portal appears to your customers. This update ensures you see the complete client portal interface exactly as your clients see it, including all available features and functionality, such as add-on request options. To help you navigate these preview modes more effectively, we've also added clear status messages in the client portal that indicate when you're viewing it as a client or agent. These messages remind you that any actions taken while in preview mode will be performed on behalf of that user. Please note that these status indicators are currently only available in our new client portal interface.