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Setting up discount codes and Business Tools

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 September 7, 2026