Advanced - Custom Data Export
new
Advanced
We've just added a new export option!
Now you can export your data and just include the specific data that you want making it easier than ever to understand your business.
Note
: This feature requires Advanced being On
In the new Reporting section of Spectora you will find a new tab labeled
Custom Export
From this screen you can now build out your own custom exports using any of the data points in the selector and then filter (if you choose too) to further tailor you export to your needs.
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Once you've done that you can choose to either just Run the export or Save and Run the export meaning that you can name this specific version something that makes sense to you so you can easily run it again later. You can even add a description.
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For any of your Saved Exports you can simply Run, Edit or Delete them. These Exports are not user specific so anyone with Financial Data permissions will be able to see, create and run them!
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Import and Delete Client Contacts ➕
new
You can now mass import and delete
client
contacts in Spectora.
Warning!
Deleting a client contact will cancel any communications they are scheduled to receive (emails, texts).
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Centralizing Business Reporting
new
We are happy to note the recent update to the business reporting capabilities built into Spectora!
Note:
Users without financial data access will still not have access to these and will not see the Reporting option noted below.
For a more thorough walk through of the new reporting features see:
Get Started!
To turn this new feature on go to Settings / Beta Features and click on the checkbox for
Enable Reporting Feature
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With Advanced Not Enabled:
  • New
    Reporting
    option for your Nav Bar menu (can be added in Settings)
  • New
    Reporting
    option in your User menu
  • New
    Reporting
    page with sections for
    Revenue Reports
    and
    Inspection Reports
  • These hold the
    Payments Report
    and the
    Unpaid/Unpublished Inspections Report
    respectively
  • You will still be able to access these reports by going through the
    Data Exports
    page but will be redirected to the new location when you open them.
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With Advanced Enabled:
  • Same new placement of
    Payments Report
    and
    Unpaid/Unpublished Inspections Report
    and access to
    Reporting
    as noted above
  • Agent Reports, Pay Reports and Equipment Reports
    now show up here under the centralized
    Reporting
    page in their respective sections for easy access
  • New
    Team Reports
    section with currently just one report labeled
    Close Rate
    for reporting around your schedulers (including the Online Scheduler)
  • New
    Revenue Reports
    section (where Payments Report also now lives) with 5 new
    Gross Revenue Reports
    :
    By Month, By Quarter, By Year, By Inspector
    and
    By Service
  • You will still be able to access these reports by going through the
    Data Exports
    page but will be redirected to the new location when you open them.
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Coming Soon to Advanced Reporting...
  • A Custom Data Export option with the ability to save commonly performed exports!
🔎 🗺️ Introducing Equipment Tracking
new
Advanced
Are you currently tracking your radon machines or other equipment through a spreadsheet? If so, I'm hoping this email brings you some joy.
We're happy to announce that Equipment Tracking is now available for Advanced users 🙌
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Equipment tracking makes it easy to keep tabs on radon machines, crawlers, drones, etc directly from within Spectora.
Here's how it works:
  1. Enable Inspection Events in Spectora Advanced.
  2. Add some equipment, such as a radon machine.
  3. Assign a piece of equipment to an inspection event during the scheduling process.
  4. Done! The assigned equipment will now show as part of the inspection.
Want to check the availability of a specific piece of equipment? No problem. We have a report for that!
Want to track where a piece of equipment is? No problem. We have a report for that!
📝 For more information how Equipment tracking works, check out our docs.
New Mass Email Page & Email Duplication 🎉
improved
Easily start a new message and view your email history on the new Mass Email Page! Get started with a 7-day free trial of the Mass Email tool here.
Want to send an existing email to a new audience?
🧑‍🤝‍🧑You can now copy your drafts or sent emails to a new draft.
Recommended Contractors Statement
new
We just added a small feature for Recommended Contractors!
You can now add a disclaimer or informational statement directly above your list of Recommended Contractors on your reports.
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Quick video is here
Reference article is here
Next Gen Update 2/14
improved
fixed
Hi all! We released a new version #502 for Next Gen to all devices.
This includes:
  • A fix for using the rapid-fire camera using a bunch of processing power that builds up over time and eventually causes crashing.
  • An update to ensure canceled, deleted, and reassigned inspections from ISN and Spectora show for the right inspectors.
  • A new option in settings that allows you to adjust the text size in the app for either a more condensed, or easier-to-read interface.
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Send emails to Clients with Mass Mail 📨
new
Beta
You can now send mass emails to client contacts with the Mass Mail tool. 👨‍👩‍👧‍👦 Simply select one or multiple clients in contacts and you will see the option to send an email!
Reminder!
Mass Mail is free to use while in Beta but will become a paid add-on February 1st
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Send Statistics for Mass Mail 📨
new
Beta
You can now see statistics for mass emails sent, including link clicks and opens! Simply click
view
for any sent email to see its performance.
Learn more here 📖 Understanding Email Statistics
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Reminder!
Mass Mail is free to use while in Beta but will become a paid add-on
Services and Fees Box on the inspection details page
new
improved
  • We've added a box on the inspection details page to display scheduled services and add ons for each inspection.
  • This is to make it easier to view the services scheduled without needing to click into the manual edit fees screen.
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