MIGRATION RESOURCES
Everything You Need to Make the Move
Guides, webinars, training, and direct lines to the people who can help. Use as much or as little as you need to migrate on your timeline.
Drop in any time. There is no set agenda. Submit a question or just show up with what's on your mind around the migration steps, template questions, or business setup questions. New dates are added on a rolling basis — we will always have the next four session available for you to register for.
Book your migration call
The first recommended step is to talk to your dedicated Spectora Onboarding Specialist. From there they will point you in the next direction on what to do. You can also attend the live webinar (or watch the recording), and enroll in the Spectora University courses above. Zero commitments.
One-click data transfer
If you choose to migrate your data, hit the 'Migrate to Spectora' button inside Horizon. Your templates, contacts, agents, and comments transfer automatically only when you initiate the data transfer. At this point you are just in a Spectora free trial, zero commitment, no credit card required.
1:1 account review
Attend your 45 minute Account Review with your Onboarding Specialist, they will walk through your account with you, confirm everything transferred correctly, and give you a personal Spectora Demo, answering any questions you have. They will review Spectora's subscription options and get you set up with your exclusive discount code.
Express Onboarding setup
Once you complete account review and feel comfortable moving forward, your Spectora Onboarding Specialist will get you scheduled with our Express Onboarding Team. This session is to dial in scheduling, payments, services, and fees — free for Horizon customers.
Run your first inspection on Spectora
You're live. Spectora support is staffed for follow-up questions and our Help Center and University are open whenever you need them.
Ready when you are
Have a question we didn't cover? Check the FAQs or book a call with your migration specialist.