Automatically send inspections from Spectora, as soon as they are published, paid for, and all agreements are signed!
Within Spectora, visit Settings -> Company Settings -> System Integrations and enable HomeBinder integration here:
3. Enter your API Key and Template ID:
4. Hit "Test Integration" to ensure you've entered valid credentials.
5. Hit "Enable HomeBinder" - you'll next get sent to your Services and Fees page.
6. Decide which service types get defaulted to send to HomeBinder. This sets the default for inspections scheduled via the New Inspection Form and via the Online Scheduler:
While scheduling, you'll see your defaults at work with the auto-checking of this checkbox in the Integrations section:
You can override it by checking/unchecking here. Otherwise you can also modify it after you've scheduled.
You'll know an inspection is flagged to be sent to HomeBinder by seeing this on the left column of the Inspection Details page:
As soon as the inspection has all reports published, is paid for, and has all agreements signed Spectora will send it over to HomeBinder.
What if I want to enable/disable HomeBinder for a particular inspection? It's easy to toggle this per-inspection! Just use these buttons in Inspection Details:
How do I include appliances information for the client?
We have a specific template in our Template Center called "HomeBinder Appliance Info" that contains the required format to get this info to HomeBinder. Here's how to use it:
Go to the Template Center and add the "HomeBinder Appliance Info" template to your account:
2. The section of this template can either be copied into another template or you must include it in any Services you intend to send to HomeBinder:
3. Once on-site, fill out any data in the Appliance Info section.
(You can delete any items that aren't present or are unneeded. If you have an additional appliance that isn't listed, simply duplicate an existing one and change the name!)
4. Once you publish all your reports, Spectora will automatically use this templated section to send over appliance data to HomeBinder.