Skip to main content

Understanding Backup User Settings, Cloud Templates, and Report Transfer

Updated over a week ago

HomeGauge offers four different ways to save and sync your data to the cloud. Each option backs up different types of content. This article explains what each option includes.

Where to Find These Options

All cloud backup options are located in the HomeGauge Desktop software under HG Services.

Included

Not Included

Back Up HG User Settings

✔ Auto Fill

✔ Forms

✔ Report Documents (Note: This does not include inspection reports)

✔ Logos

✔ Email Letters

✔ Print Settings

✔ Spellcheck Settings

✔ Spreadsheets

✔ Templates

✔ Invoice

✔ Contacts

✔ Report Writer Settings

✗Attachments

✗Drawings

✗References

✗Reports

Upload Cloud Templates & Settings

✔ Attachments

✔ Auto Fill

✔ Templates

✔ Invoice

✔ Contacts

✔ Forms

✗ Drawings

✗ Report Documents

✗ Reports

✗ Logos

✗ Email Letters

✗ Print Settings

✗ Spell Check Settings

✗ Spread Sheets

✗ Report Writer Settings

Send Report To Cloud

Store Up To 10 Reports in the HG Cloud

Sends the Report:

✔ Template

✔ Forms

✔ Comments

✔ Pictures

✔ Videos

✔ Photolocker

Publish Report To Dashboard

Reports on Dashboard Guaranteed to be Saved for a minimum of 5 years

Sends the Report:

✔ Template

✔ Forms

✔ Comments

✔ Pictures

✔ Videos

✔ Photolocker (w/ option not to send)

Did this answer your question?