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

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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.

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

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