Upgrades serve several key purposes for inspection companies. They allow clients to add services to their order, introducing them to options they may not have known were available, and providing the flexibility to add services later if needs arise after initial scheduling. This approach enhances client satisfaction by offering tailored service options while also generating additional revenue for the company, as clients may choose to enhance their initial order with complementary services.
These upgrades will be presented to the client after selecting the agreement link but before signing their required agreements.
This ensures that if any additional agreements will be required by the selected upgrade they will be presented to the client.
You can find your existing upgrades or create new ones by navigating to Settings -- Office Settings -- Inspection Upgrades
In this section of your ISN, you can create three types of upgrades: Package Upgrades, Service Upgrades, and Inspection Type Upgrades.
Service Upgrades
Service upgrades allow clients to add extra services to their order, based on the services already included. Let’s walk through an example to see how this works and how to set up a Service Upgrade.
As with any upgrade type we will first select the blue Add Upgrade button in the top right corner.
Suppose you want to offer a "Sewer Scope" service whenever a Standard Residential Inspection is selected. We’ll call this Service Upgrade "Sewer Scope Add-On."
First we will need to decide upon a name and description for our upgrade. These will be public facing and the first thing your client sees when deciding upon this upgrade.
From Service(s): In this section, select the service where you'd like to offer the upgrade. For this example, choose Standard Residential Inspection.
To Services: Next, select the service you want to offer as an upgrade. Here, we’ll select Sewer Scope.
Setting Fees: You’ll see two options to determine the upgrade fee:
Use Upgraded Service Fees: This option applies the standard fees already set for the added service.
Use Other Amount: This allows you to set a custom fee for the upgrade.
These settings enable you to tailor service offerings based on clients’ selected services, making it easy to promote valuable add-ons.
So what will clients see?
The upgrade option will appear after the client has certified they certify they are the actual recipient and/or the legal person that will be signing the Agreement.
Before reading and signing the agreement(s) on the next page, users will see a banner displaying the message: “Almost there! Want to add something else?” accompanied by an "Add More Services" prompt. This section will present available service upgrades, detail what each upgrade includes, show the associated costs, and indicate how any selected upgrades will impact their order total.
Package Upgrades
Package upgrades allow clients who have selected a qualifying service bundle (package) to enhance their order by upgrading to a higher-tier package of your choice.
If you are unfamiliar with packages or how to create them, please visit this link: Creating Packages & Modifiers | Inspection Support Help Center
For example, let’s consider the Home & Mold Protection package and the Comprehensive Whole Home package. Clients who select the Home & Mold Protection package—which includes Residential Inspection and Mold Testing services—can be offered an upgrade to the Comprehensive Whole Home package. This bundle includes Residential Inspection, Mold Testing, and Sewer Scope services, along with a 50% discount on Mold Testing and Sewer Scope services.
To create a package upgrade, follow a similar process to creating service upgrades. Provide a name and description for the upgrade. Next, select the package that is eligible for an upgrade and the package you wish to offer as an upgrade. There is no need to select individual services since they are already incorporated within the packages.
Clients will follow the same process as for service upgrades by accessing their agreement link and certifying their legal authority to execute documents on behalf of the client.
They will then see the available package upgrades presented in a similar format to the service upgrades, including the name and description of the new upgrade, details of the added services, and the associated cost.
Inspection Type Upgrades
Inspection Type upgrades are a valuable option for those who have not used Services or do not intend to but still wish to offer upgrades.
If you find the distinction between services and inspection types unclear, please refer to this article: Difference Between Inspection Types, Services, and Fees | Inspection Support Help Center
Creating Inspection Type upgrades follows a similar process. Start by providing a name and description for the upgrade that clients will see when selecting. Next, specify which Inspection Type is eligible for an upgrade and to which Inspection Type the client will upgrade.
Finally, update the amount field with any additional costs for this upgrade and determine which fee this additional cost will apply to.
Below is what clients will see when selecting your upgrade:
Settings
Located in the top right of the upgrades page you will see the Settings button.
This will open the window for you to adjust the options for notifications and additional inspectors for your upgrades.
The first two options let you set up notifications for both email and SMS. You can enter custom email addresses and/or phone numbers to receive notifications about all upgrades, as well as use a checkbox to notify the primary inspector on the order when an upgrade is selected.
The third option pertains to Scheduling Options.
There are three types of scheduling options, each described in detail within the settings. These options are designed for companies that require specific inspectors to perform certain services:
Classic – This option displays all eligible upgrades to the client based on their order, regardless of which inspector is assigned. If additional inspectors are needed to complete the order, a notification will be sent to your company.
Inspector Specific – When enabled, this option only offers upgrades to the client that can be completed by the inspector(s) already assigned to their order.
Add Additional Inspectors – With this option, if an upgrade is selected that necessitates assigning additional inspectors, the system will automatically add those inspectors to the order. If no inspectors are available, the system will default to operating as if the Classic option is enabled and send a notification to your company notifying you that additional inspectors need be assigned.