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Setting up discount codes and Business Tools

For a full written guide to creating, limiting, applying and deleting discount codes, see Discount Codes. For referral tracking, sample reports and event presets, see Referral Sources, Sample Reports and Inspection Event Presets. For inspector driving miles and hours, see Mileage Tracker and Hourly Time Tracker.
1

Introduction to Business Tools

0:01
  • Overview of various business tools available
  • These tools are optional but beneficial for users
Introduction to business tools
2

Discount codes

0:20
  • Ability to add discount codes for services
  • Options to select multiple services for discounts
  • Types of discounts:
    • Military discount
    • Veteran discount
    • First-time home buyer discount
  • Set discount as a fixed amount or percentage
  • Include a description for invoices
  • Create customer-facing codes for online bookings
Discount codes setup
3

Payment processing

1:02
  • Overview of payment processing features
  • Detailed coverage of payment options will follow
Payment processing overview
4

Scheduler widget

1:12
  • Instructions on how to grab the scheduler widget code
  • Provide the code to your website provider or contact for website building assistance
Scheduler widget
5

Subscription management

1:21
  • Access subscription options for the platform
  • Add-ons can also be purchased here
Subscription management
6

Past inspections

1:37
  • View past inspections from previous software providers
  • Automated import available for Spectora users
  • Contact support for assistance with other platforms
Past inspections
7

Sample reports

2:00
  • Create sample reports after completing inspections
  • Sample reports can be used to showcase work on your website
Sample reports
8

Referral tracking

2:10
  • Track referral sources by adding them to the system
  • Assign referral sources to inspections for metrics analysis
Referral tracking
9

Marketing tools

2:27
  • Discuss marketing strategies for the business
Marketing tools
11

Custom fields

2:43
  • Option to add custom fields for inspections
Custom fields
12

Conclusion

2:43
  • Summary of the main features discussed
Conclusion

Next step

Get paid: Stripe, card, ACHConnect Stripe, pick payment methods and decide who absorbs fees5:25

Related

Sample reports for marketingTurn a real report into a shareable sample for agents1:41Recommended contractorsAttach trusted contractors to the defects in your reports1:49What clients see when bookingThe online booking flow, from your website to the confirmation2:04
Last modified on October 20, 2026