We recently updated Spectora to better provide information regarding the status of ACH payments as well as QuickBooks (if you have the integration setup) syncs.

Now beside the QuickBooks Doc Number on the Inspection Details page you will see:

We just released an update to the Duplicated Agent merge function!

Now if you find duplicate agent records while working in the Agents section of Contacts you can address it directly and merge them without going into the Duplicated Agents Report and running the specific criteria there.

On the Agents page if you select more than one agent record you now have an additional context menu item labeled

Clicking on that will now open the Merge window with the selected records for you to merge the accounts just as you would if you used the Duplicated Agent Report.

We just updated the Client contact in Spectora!

Now when you are adding or editing a client record you have a new checkbox option to show the contact as a Company or Organization instead of a person.

You can do this in the New Inspection Form

Clients can choose it on the Online Scheduler

Or when you Add/Edit a Client record in Contacts

You can also convert a current contact record from a person to a Company / Organization by selecting the checkbox. It will use the first name if you do this but that can also be changed if needed.

The Projected Revenue report allows users to quickly see what the upcoming month or (next 30 days) looks like based on currently scheduled inspections. Check it out here or by going to Reports / Revenue Reports / Projected Revenue

Choose whether you want to view the projected numbers for Next Month or specifically the Next 30 days. By default the inspections are filtered to include both Paid and Unpaid information as well as both Confirmed and Unconfirmed but these can be adjusted as needed. Cancelled and/or deleted inspections are not included in the information on this report.

The report table includes a line for the Projected Revenue and a line for the Actual Revenue from the same time period last year. It is important to understand that the Actual Revenue line information is not affected by the status filters of paid or confirmation and only considers inspections that are marked as paid.

We just updated the Duplicated Agent Report to include a download option and showing the top 5 tags.

We just released a new setting for payments giving you more control over how ACH payments sync up to Quickbooks (if you have that integration setup).

We recently adjusted the timing of syncing ACH payments to Quickbooks so that the payment info was no longer sent to Quickbooks when initiated but rather would wait until the payment settled in the account. This change made it so that some payments were not syncing until a few days after they were initiated and this caused some companies some issues with their accounting processes. To that end we have added this new setting to allow you to configure it the way you prefer.

The new setting will show up under Settings / Payments

This setting only shows if you have ACH payments enabled and the Quickbooks integration setup.

Hello, everyone!!!

We've made exciting changes to the Recommended Contractors feature!

In case you've missed our emails or just want a refresher on all the goodness, take a gander at these updates:

Check out these articles for details:

We've fixed an inconsistency in how contractor types were capitalized in reports.

Some types were capitalized even within a sentence (such as the hover text online or the PDF statement) while others were not.

Now we have consistent application of style.

Within a sentence, contractor types will be lowercase.

As labels, contractor types will be capitalized.