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Inspector Dashboard: Company Settings for Appointments

Configure your company appointment settings in the Inspector Dashboard, from reminder emails and time zone to hours of operation, travel time, and referral sources.

Good appointment management keeps your company running smoothly. HomeGauge gives you settings you can customize to make scheduling and client communication easier. This guide walks you through where to find those settings and how to configure each one.

Access Company Settings for Appointments

  1. Login to your Inspector Dashboard.

  2. From the left-hand menu, click Appointments > Company Settings.

Configuring Reminder Email Setting

You can choose how many days before an appointment HomeGauge sends an automatic reminder email. This is set under Days Before Appointment to Send Reminders.

  1. Click on the dropdown for Days Before to Send Reminders

  2. Choose how many days ahead you want reminders to go out. Note: reminders are sent at 6:15 AM ET on the day you select.

  3. Scroll down and click Save Settings

Carbon Copy Appointment Email Reminder Addresses

If you want an administrator or someone else at your company to receive a copy of appointment emails, add their address here.

  1. Type in the email address you want to copy on appointment emails.

  2. Scroll down and click Save Settings

Time Zone

Setting your time zone makes sharing your Appointment Calendar with other calendars, like Google, work correctly.

  1. Click on the dropdown and select your time zone

  2. Scroll down and click Save Settings

Weekly Hours of Operation

  1. Scroll down to the Weekly Hours of Operation section. For each day, set the Start time and End time for your company's hours.

  2. Scroll down and click Save Settings

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Standard Travel Time

You can set an average travel time between appointments.

  1. Type in your average travel time in minutes

  2. Scroll down and click Save Settings

Notes for Appointment Schedulers

You can add notes that appear on the New Appointment page when scheduling. Note: these notes are only visible to you and others at your company when scheduling inside the Inspector Dashboard. Customers and agents cannot see them.

  1. Type your notes or instructions in the text box

  2. Scroll down and click Save Settings

Custom Appointment Referral Sources

When scheduling an appointment, you can select how it was referred. This feeds into your reporting so you can see how you are generating business.

  1. Type in a referral source

  2. Click Add Referral

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