SpecuLink
Mock Inspection Walkthrough

The Zero-to-Hero Guide: Running Your First Mock Inspection

Welcome to SpecuLink! The best way to learn the platform is to run a “mock” inspection from start to finish. By the end of this guide, you will have created a job, signed a contract, written a report, and viewed it exactly as your client would.

To see the magic happen, we recommend using an alternate email address you control (like a personal Gmail) as your “Client” so you can receive the real emails and click the live links.

Open SpecuLink App

What's Already in Your Account

We don't make you start from scratch. Your account is already pre-loaded with a starter kit, including:

  • Two Core Services: Pre-Purchase Inspection (Canada & USA)
  • Two Report Templates: Canadian & USA Standards
  • Two Legal Agreements: Professional Agreement (CAN & USA)
  • A “Playground Job” (already signed and paid so you can explore)
Phase 01

Phase 1: Set Up Your Profile & Services

Before you can send emails or contracts, the system needs to know who you are.

  1. 1Click Settings at the bottom of the left sidebar and stay on Profile & Identity.
  2. 2Fill in your Company Name and Company Email (Reply-To). (Note: You cannot send an agreement until your email is saved).
  3. 3Click out of the field to auto-save.
  4. 4Go to My Services in the sidebar. This is where your packages live. Notice how your pre-loaded “Pre-Purchase Inspection” already has a price, a legal contract, and a report template attached to it. You are ready to sell!
Phase 02

Phase 2: Turn on Payments

Let's give your dummy client a way to pay you.

  1. 1Go to Settings > Payments & Merchant.
  2. 2For this test, skip Stripe and flip the toggle for Option 2: E-Transfers to ON.
  3. 3Type a quick instruction (e.g., “Please send E-Transfers to payments@mycompany.com”). It will auto-save.
Phase 03

Phase 3: Book the Mock Job

Let's schedule your test inspection.

  1. 1Go to your Dashboard and click the blue New Job button.
  2. 2Under Client, click the green + to add a new client. Enter a dummy name and use an email address you have access to.
  3. 3Start typing a Property Address (Google will auto-complete it for you).
  4. 4In the right-hand column, select your Base Package (e.g., Pre-Purchase Inspection).
  5. 5Click Create Job. You will be taken directly to your new Job Dashboard.
Phase 04

Phase 4: Dispatch & Sign the Agreement

Let's get the legal work out of the way.

  1. 1On your Job Dashboard, click the Agreement tab.
  2. 2Click Generate Link and review the contract preview.
  3. 3Click Proceed to Email Delivery, ensure your dummy email is in the “To:” field, and click Send Agreement Email.
  4. 4Play the Client: Open your email inbox, click the link, draw a quick signature, and accept it. You will be redirected to the Client Portal!
Phase 05

Phase 5: Write the Report

Back in SpecuLink, it's time for the fun part.

  1. 1On the Job Dashboard, click the Report tab to open the Master Report Bundler.
  2. 2Under the Title Page section, click Edit Cover. Upload a random photo for your cover image and click Finalize Title Page.
  3. 3Under The Inspection Reports, click Start Report.
  4. 4You are now in the editor! Click into a section (like Roofing), select a line item, pick a status (e.g., “All Good” or “Repair”), and add a quick note.
  5. 5You don't need to fill the whole thing. Just do 3-4 items, then click the green Finalize button at the top right to mark the section ready.
Phase 06

Phase 6: Bundle and Deliver

Time to package it all together.

  1. 1Back on the Master Report Bundler, click the green Finalize PDF button.
  2. 2The cloud engine will stitch your documents, photos, and cover page together.
  3. 3When it's done, click Release Report Now. This emails the final portal link to your client.
Phase 07

Phase 7: The Client Experience

Let's see what your client sees.

  1. 1Open an “Incognito” or private browser window (so it doesn't know you are logged in as the inspector) and paste the Client Portal link from the release email.
  2. 2Click Pay Invoice, select E-Transfer, and click “I have sent the transfer.”
  3. 3Back in your normal Inspector window, click Mark Paid on the job.
  4. 4Jump back to your Incognito client window. The report is now unlocked! Click View Digital Report to see your beautiful, interactive finished product.

The 3-Minute Fast Track

Already know your way around? Here is the speedrun:

  1. 1Settings > Profile: Save your Company Email.
  2. 2Settings > Payments: Enable E-Transfers.
  3. 3Dashboard > New Job: Add dummy client + dummy address + Core package -> Create.
  4. 4Agreement Tab: Generate Link -> Send Email -> Open your email and sign it.
  5. 5Report Tab: Edit Cover (add photo) -> Finalize Title Page.
  6. 6Report Tab: Start Report -> Mark 3 items -> Finalize.
  7. 7Report Tab: Finalize PDF -> Release Report Now.
  8. 8Client Portal: Mark Paid to unlock, and view your final product!
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