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 OnIn 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.
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.
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!
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).
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
With Advanced Not Enabled:
- New Reportingoption for your Nav Bar menu (can be added in Settings)
- New Reportingoption in your User menu
- New Reportingpage with sections forRevenue ReportsandInspection Reports
- These hold the Payments Reportand theUnpaid/Unpublished Inspections Reportrespectively
- You will still be able to access these reports by going through the Data Exportspage but will be redirected to the new location when you open them.
With Advanced Enabled:
- Same new placement of Payments ReportandUnpaid/Unpublished Inspections Reportand access toReportingas noted above
- Agent Reports, Pay Reports and Equipment Reportsnow show up here under the centralizedReportingpage in their respective sections for easy access
- New Team Reportssection with currently just one report labeledClose Ratefor reporting around your schedulers (including the Online Scheduler)
- New Revenue Reportssection (where Payments Report also now lives) with 5 newGross Revenue Reports:By Month, By Quarter, By Year, By InspectorandBy Service
- You will still be able to access these reports by going through the Data Exportspage but will be redirected to the new location when you open them.
Coming Soon to Advanced Reporting...
- A Custom Data Export option with the ability to save commonly performed exports!
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:
- Enable Inspection Events in Spectora Advanced.
- Add some equipment, such as a radon machine.
- Assign a piece of equipment to an inspection event during the scheduling process.
- 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.
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.new
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.
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 1stLearn more here 📖 Introducing Mass Mail through Spectora
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
Reminder!
Mass Mail is free to use while in Beta but will become a paid add-onLoad More
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