We've made three major enhancements to the new client portal and introduced a revenue tracking widget for the partnership program.
1. Custom Payment Instructions
🪙- Inspectors withoutSpectora Payments or Square can now customize the "Pay for your Inspection" message.
- Inspectors can use this feature to instruct customers on alternative digital payments, such as eTransfer.
- Learn more here: Custom Payment Instructions with the New Client Portal
2. Clients Can Request Add-On Services
➕- On the "Services" tab clients can now view and request add-on services for their inspection.
- Learn more here: Upselling Add-On Services through the New Client Portal
3. Clients Prompted to Leave a Review as a Task
⭐- When a client views their report they will see another task for "Leave a Review"
- Learn more here: Requesting Reviews with the New Client Portal
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New!
Partnership Revenue Widget
✨- Company administratorscan view revenue earned through the partnership program with a widget available on theMetricspage:
- Advanced widget
- Standard widget
