In this guide, we'll walk you through the process of setting up Desktop Report Writer for your new inspector. Follow these steps to ensure a smooth and hassle-free installation.
Install and Activate Desktop Report Writer
Get Desktop Report Writer on your new employee's computer by following the instructions in this article: Desktop Report Writer: Download, Install, and Activate
Send Company Settings to the New Inspector
At HomeGauge, we understand that onboarding a new inspector is an investment in your business and your time. We're here to make sharing templates, logos, and print settings easier!
Prepare Backup
The owner, manager, or lead inspector will typically use their HG User Settings backup. Whoever has the master template, company logo, and print settings should be backing up settings. Learn how to Backup HG User Settings in this article Desktop Report Writer: Backup HG User Settings.
Restore Settings
Once the settings have been backed up, it is time to Restore Other HG User Settings on the new inspectors Desktop software. You can visit this article to learn how to Release Notes: Restore Other HG User's Settings.
Add Username and Password
Add your new inspector's username and password to the desktop software to make scheduling appointments and uploading reports easier.
Click HG Services > Enter Inspector HG Username
Enter the new inspector's Username and Password, check the Always Remember box, and click ok (You can add this information at any point).