Video Tutorial
Overview of Business Tools and Features
Introduction to Business Tools — 0:01
- Overview of various business tools available
- These tools are optional but beneficial for users

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

Payment Processing — 1:02
- Overview of payment processing features
- Detailed coverage of payment options will follow

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

Subscription Management — 1:21
- Access subscription options for the platform
- Add-ons can also be purchased here

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

Sample Reports — 2:00
- Create sample reports after completing inspections
- Sample reports can be used to showcase work on your website

Referral Tracking — 2:10
- Track referral sources by adding them to the system
- Assign referral sources to inspections for metrics analysis

Recommended Contractors — 2:43
- Add contractors to reports for client convenience
- Clients can easily access recommended contractors for defects found





