Quickly Add Contractors and Client Value with New Import Tool

Adding contractors in Spectora just got simpler. Our team has been listening to inspector feedback after re-launching the Recommended Contractors feature earlier this year.

We heard you looking for a more seamless and efficient way to get your contractor lists into Spectora as you grow your network and serve your clients.

Now, with the new Recommended Contractor Import tool, you save the hassle of manual entries, streamline your workflows, ensure data accuracy, and accelerate time to value with the ability to Import Contractors directly into your Contacts list.

Our inspectors always look for ways to go the extra mile for clients, and the Recommended Contractor feature does just that by allowing you to recommend relevant contractors to clients post inspections, thoughtfully.

This allows you to not only grow your network but to become a trusted partner in the home buying process by creating stronger, more sustainable client and partner relationships.

This new functionality will be helpful to many inspectors looking to recommend contractors to their clients, however, it’s especially useful for large companies with many trades partners, for whom the manual entry process proved to be quite a hassle.

For those companies that have tens or hundreds of contractors to import and do not want the painstaking process of manual entries, you can now upload lists in bulk, avoiding the nuisance of adding one by one.

How to Import Contractors

Inspectors can import their contractor partners in three simple steps:

1. Upload your file (the image below for reference shows a file being uploaded to the Recommended Contractors section of Spectora)

2. Map your data (the image below for reference shows an example of data mapping in Recommended Contractors)

3. Review your results (the image below for reference shows an example of imported Contractors that need to be reviewed)

In any scenario where not all contractors were correctly imported, we will display those folks so you can not only see which ones didn't make it on that first pass but also allow you to make edits to data right on the screen so we can successfully import them in real time.

The import tool saves you the time and hassle of manual entries while ensuring data accuracy for each contractor added. This allows you to provide client value with personalized contractor recommendations faster, with improved ease of use. 

Want to learn more about why home inspectors love to recommend contractors through Spectora? Check out how Recommended Contractors has helped Jake Edenfield from Profound Home Inspections, and get started by importing your contractor list today.