Multi-inspector teams often need to maintain uniform standards for inspections and reports. This includes consistent branding, templates, report formatting, styles, and print settings across all team members.
HomeGauge makes it easy to share these settings without manually transferring files between accounts.
Two Ways to Restore Settings:
Restore HG User Settings – Use this option to customize settings for your individual account or restore your own previous configuration.
Restore Other HG User Settings – Use this option to copy settings from one account to another, ensuring consistency across your entire team.
Important Note:
Settings managed through the web dashboard (such as agreement templates) are not included in these transfers. These must be configured separately for each account.
To download the settings of another user:
Open HomeGauge and sign into the software with your credentials first. HG Services (top menu) > Enter Inspector HG Username...
Click HG Services > Restore Other User Settings.
When prompted, Click Yes to close the open report.
Click Restore From Other Cloud.
Enter the User Name and Password of the user whose HG settings you are downloading. Click OK.
When the notice that the download was successful appears, click OK.
You will now have the settings of the other user. This includes:
Templates
Logos
Document Print Settings
Custom Report Documents (such as covers, e.g.)
Invoice Items
Any logos transferred in this method will replace existing logos in the matching location (Logo 1, 2, e.g.). Print document settings downloaded will automatically be checked, and any other document setting the original user had checked for defaults.