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⏱️ Estimated time: ~5 minutes

Video Tutorial

Overview of Business Tools and Features

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
10

Recommended Contractors — 2:43

  • Add contractors to reports for client convenience
  • Clients can easily access recommended contractors for defects found
Recommended contractors
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