Assigning Appointments to Inspectors
You can schedule appointments for a single or multiple inspectors in your company. Once an appointment is scheduled, inspectors can start a report for that appointment. Follow these steps to assign appointments:
The steps to schedule an appointment are outlined in this article Inspector Dashboard: Creating and Managing Appointments
While following the above article, there is a section titled Inspectors. Here you can move the inspector(s) you want to assign from the Available column to the Selected column.
If you need to reassign an appointment to a new inspector:
From the Dashboard, click Appointments > Calendar
Find the appointment and either click on it and then the Edit Appointment button, or double-click the appointment
Scroll down to the Inspectors section
Move the new inspector to the Selected column and remove the previous inspector from the Selected column
Click Save Changes
Have the new inspector download the appointment on the Companion App or Desktop software. Or create the inspection from an appointment.
If, when scheduling appointments, the calendar shows the appointment in gray, it is because there are no inspectors assigned to it. Go into that appointment and add an inspector and save or schedule it. If it still is gray and there are inspectors assigned to it, HomeGauge support.
Sharing Reports Between Inspectors
Effortlessly share inspection reports among inspectors using Cloud Transfer. Reports uploaded to the cloud are initially visible only to the uploading inspector. This ensures data security and control. If a report needs to be accessed by another inspector, it must be manually transferred by a company owner. Here's how:
Open Desktop Report Writer and click HG Services on the top menu bar
Select Send Report to Cloud and choose the reports you want to share
Click OK
Click HG Services > My HomeGauge Dashboard to open your dashboard in a web browser.
On the Dashboard, click Cloud Transfers.
Locate Report Transfers" and ensure the recent transfer is displayed
Select another inspector from the drop-down list
Next to Copy selected report transfers from YOUR NAME to, then click Copy Reports
The other inspector can retrieve the report from the cloud by clicking HG Services > Get Report From Cloud in Desktop Software
Sharing Templates and Settings Between Inspectors
Troubleshooting: If PDF forms are included in the cloud upload, forms with paid license keys will be replaced with the license of the team leader when the template is downloaded. This will cause issues with paid forms on the devices of other team members. This issue has been fixed. If you or your team are experiencing an issue, please update Desktop Report Writer (Desktop Report Writer: Checking For Updates).
Harmonize your inspection process by sharing templates and settings among your team members. You have control to share or not Forms, Contacts, Invoices, and Autofills to inspectors in your company. Follow these steps:
Open the Desktop Report Writer and click HG Services on the top menu bar.
Choose Upload Cloud Templates & Settings and select the templates you wish to share
Select from Forms, Contacts, Invoices, and Autofills to be included or not in the upload
Click OK
Access your dashboard by clicking HG Services > My HomeGauge Dashboard
Navigate to Cloud Transfers under All Reports
In the Templates & Settings section, find your recent upload
Select an inspector from the drop-down list next to Copy templates & settings from YOUR NAME to and click Copy Templates & Settings
To share with all inspectors, use the Copy Templates & Settings to All Inspectors button
The other inspectors can retrieve the templates and settings from the cloud by clicking HG Services > Download Cloud Templates & Settings
Overview of Report Customization
HomeGauge allows you to customize reports by adjusting Style/Format settings, print settings, and templates. While templates control the content structure, the visual appearance of the report is determined by Style/Format and print settings. Additionally, logos and other custom settings can be restored using specific tools within HomeGauge.
Open the Desktop Report Writer and click HG Services on the top menu bar.
Choose Upload Cloud Templates & Settings and select the templates you wish to share
Select from Forms, Contacts, Invoices, and Autofills to be included or not in the upload
Click OK
Access your dashboard by clicking HG Services > My HomeGauge Dashboard
Navigate to Cloud Transfers under All Reports
In the Templates & Settings section, find your recent upload
Select an inspector from the drop-down list next to Copy templates & settings from YOUR NAME to and click Copy Templates & Settings
To share with all inspectors, use the Copy Templates & Settings to All Inspectors button
The other inspectors can retrieve the templates and settings from the cloud by clicking HG Services > Download Cloud Templates & Settings
Matching Report Appearance
To replicate another inspector’s report appearance:
Use the Same Style and Format:
When publishing a report, select the same Style and Format used by the other inspector.
Navigate to
Publish → Style and Formatto make this selection.This ensures consistency in the visual layout and design of the report.
Match Cover Page and Print Settings:
Use the same cover page as the other inspector.
Create or select the same print settings to ensure uniformity in the final output.
Understand Template Limitations:
Sharing a template aligns the inspection sections and items but does not affect the report’s visual appearance.
Ensure Style/Format and print settings are also matched for complete consistency.
Best Practices for Consistency
Always confirm the Style/Format and print settings before publishing a report to ensure they match the desired appearance.
Use the
Restore Other HG User Settingsfeature to quickly replicate another inspector’s setup, including logos and custom settings.Communicate with the other inspector to verify the exact settings they use for their reports.
Restoring Another User's Settings
If you need to bring over logos and custom print settings from another inspector, use the following method:
On the recipient HomeGauge 5 (HG5), go to
HG Services → Restore Other HG User Settings.Enter the owner’s login credentials to access their cloud backup.
Download the full backup to restore logos and all custom print settings.
View Inspectors Reports
As an owner or manager, you can view reports that have been published or uploaded to the dashboard for each inspector in the company. This includes inspectors who no longer work for you company. To view other inspector's reports:
Access your Inspector Dashboard
Click the User drop-down above the list of reports. The Hide Inactive button will remove inspectors who are no longer working for you company from the list.
Select the inspector's name
TIP: If you need to edit a report that was uploaded by an inspector who no longer works for your company. You can use this feature to view that inspectors uploaded report and then you can download the report to your software allowing you to make the necessary edits or create a re-inspection report from the original inspection. For instructions on how to download a report from the dashboard into your software, see Inspector Dashboard: Downloading Uploaded Report.
Backing Up Files in a Multi Inspector Firm
Performing backups is essential for data protection. When a backup is executed by one inspector using their unique account, it won't affect other team members in the company. For more details, refer to our guide on performing a backup Desktop Report Writer: Backup HG User Settings.
Access to Reports by Past Inspectors
Even if an inspector leaves your company, customers can still access their past reports from that inspector for at least 5 years. The company owner also retains access to all uploaded reports.
Public reports can't be accessed once an inspector's HomeGauge Subscription or Services are canceled.
Performing Inspections With Two Companion Devices
Inspecting a property with two Companion devices is possible and efficient. The best practice is each inspector inspects different parts of the property then back in the office the reports get merged using the Desktop software. Here's how:
Prerequisites for Report Merging: Before starting the inspection, ensure that each inspector uses the exact same version of the template. Additionally, each inspector must assign a unique report ID to their report to avoid issues during the merging process.
Ensure that each inspector involved will be using the same version of the template for the inspection. If one or both inspectors do not have the specified template, transfer it to them so they can download it to their device.
Each inspector inspects their designated portions of the property
Transfer both reports to the cloud
The inspector who will be uploading the final report will need both versions of the report. Using the methods outlined above, transfer the report(s) from one inspector's cloud to the one who will be uploading the report.
This inspector will then download both reports into their desktop report writer.
They will then merge the two reports. Follow the directions outlined in this article Desktop Report Writer: Merging Reports