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.

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 .

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.

We recently made a small update to the Service Category feature. We have added a field for each service category labeled . This allows you to continue naming categories in the way that best fits your business while still having a fixed type "behind" the category.

Whether you currently use service categories or not you don't need to do anything with regards to this update. We just wanted to make sure you knew what the new field was.

There is a type you can use if you find that a category you are creating truly doesn't align with any other specified type.

We have updated the following default email templates to improve spacing (for readability) and incorporate the appropriate new placeholder button (for clarity of action requested).

Previously all of these default templates used the {{INSPECTION_LINK}} placeholder which rendered to the recipient with a label of "Inspection Details". That generic label confused some recipients and did not clearly communicate what action to take.

The default template now uses the following placeholders:

NOTE: If you have made edits to the default template, you will not see these updates. We didn't override your changes. If you have not made edits and are therefore using the default templates, you will see these improvements. Of course, if you want to continue to use the {{INSPECTION_LINK}} placeholder you can do so by editing these defaults.

There are now four (4) new placeholders that take the user to the Client Portal when clicked.

The {{INSPECTION_LINK}} placeholder renders as a button labeled "Inspection Details". That label sometimes leads to folks reaching out to their friendly home inspector to ask questions. So while we have kept that placeholder (it is still available for you to use) we have added four new ones that better explain what action you want your client to take.

Each of these new placeholders:

We have released new styling for all placeholders that render as buttons in emails.

Welp, the old styling didn't much look like a button. Recipients of emails, like homebuyers, sometimes didn't realize the buttons were something to click on. This led to some folks reaching out to their friendly home inspector to ask "Where do I pay?" or "How do I sign the agreement?".

Now the buttons look like, well, buttons!

Button-looking button seen here:

Previous not-sure-if-that's-a-button button seen here:

We’re excited to share that we’ve partnered with Acrisure to better support your insurance needs. With their expertise in both commercial and homeowner’s insurance, Acrisure provides a more seamless and comprehensive experience for you and your clients.

Acrisure offers tailored solutions for both your business and your clients’ home insurance needs. And, yes, they cover all 50 states!

: Improved customer service and support from a dedicated team that understands the unique needs of home inspectors.

You’ll still earn $12.50 for each completed homeowners insurance consultation call—just like before!

If you had Insurify enabled...Nothing! This switch has automatically happened.

You'll see Acrisure instead of Insurify in the product and it's already enabled for you as a replacement for the Insurify partnership you had enabled.

If you need to enable a home insurance partner...

Go to Partnerships (in Settings) and click the Acrisure offering to enable it.

Then make sure the Acrisure box is checked in the Partnership Offers section of Services & Fees to display this offer on the Client Portal.

We're confident this switch to Acrisure will provide more value to your business and ensure your clients get the best insurance experience possible. 😃 💸