HomeGauge

After a report has been uploaded to the dashboard, you may decide that you need to store a copy locally for your records or to provide to a customer directly.

Inspector Dashboard: Saving a PDF Copy of a Report

This article describes the steps to add or remove customer or REP accounts from individual inspection documents on the Dashboard.

Inspector Dashboard: Adding Customers or REPS to Inspection Documents

With BuildFax's easy-to-read, standardized report, you can run a Property "Background Check" before heading out to your next job.

Inspector Dashboard: BuildFax Reports

Accidentally entering the wrong address on your HomeGauge report can be a common mistake, but correcting it is a straightforward process.

Inspector Dashboard: Change Inspection Address

Agreements play a crucial role in establishing terms and conditions between parties. However, sometimes changes need to be made to these agreements after they are created.

Inspector Dashboard: Delete, Modify, or Manage Agreements with Appointments

This article includes steps required to download a report that you have uploaded to the Inspector Dashboard, allowing you to edit the report and upload it again.

Inspector Dashboard: Downloading Uploaded Report

This article describes how to create, edit, and send Report Notifications to Customers and Realtors.

Inspector Dashboard: Report Notifications

If you would like to see a list of the reports and documents you have Uploaded to the Dashboard, follow the steps below to export your Uploaded Documents as an…

Inspector Dashboard: Exporting Report List

Making a report public is excellent when you need to have a sample report put on your website or sent to a real estate agent.

Inspector Dashboard: Make Report Public

This article covers relocation, renaming, and deletion of documents on the Inspector Dashboard.

Inspector Dashboard: Managing Documents

Sometimes the customer will sign your agreement on-site or without using the online signature through HomeGauge.

Inspector Dashboard: Mark an Agreement as Signed

After a customer has viewed and signed an agreement it will display on your dashboard as a green check mark and Agreement Signed.

Inspector Dashboard: Save or Print an Electronically Signed Agreement

Inspector Dashboard: Send Report to Third Party

If you have a document you want to send to your customers that was created outside of HomeGauge, use the Other PDF Upload feature.

Inspector Dashboard: Upload Additional PDF Documents

HomeGauge allows inspectors to control which documents their customers can access. You can easily manage these viewing permissions from your Inspector Dashboard.

Inspector Dashboard: Viewing Permissions

If you want to access your previously uploaded reports, you've come to the right place.

Inspector Dashboard: Viewing Previously Uploaded Reports

Managing Inspection Reports

Online Training

Remote Support

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.