This guide walks you through the key steps to transition smoothly from ISN to HomeGauge Appointments. You’ll find everything you need, including how to:
- Move your contacts from ISN
- Turn off ISN integration
- Set up inspection agreements and service prices
- Enable the “Schedule Now” option for online bookings
You’ll also get tips for scheduling and downloading appointments, plus using HomeGauge Payments for easy online payments. With clear steps and helpful links, you’ll be up and running in no time!
Import Contacts from ISN
- On your dashboard, go to Account Settings -> HomeGauge Partners, then click the link for ISN Settings:
- Below the Save changes button you will see the section to import contacts from ISN. Click the Import from ISN button to add your ISN contacts and appointments to HomeGauge.
Turning Off ISN
- On your dashboard, go to Account Settings -> HomeGauge Partners, then click the link for ISN Settings:
- Check the box next to "Off" and then click Save Changes.
Set up Agreements and Inspection Services
To allow your customers to sign agreements and pay invoices online, you’ll need to set up your inspection agreement and service pricing. Use the links below for step-by-step instructions:
Inspector Dashboard: Create and Edit New Agreement(s) Templates
Inspector Dashboard: Setup and Manage Inspection Services
Enable Schedule Now
Make scheduling easy for customers and real estate agents with Schedule Now! This feature lets them book appointments online anytime. They can access your scheduler through your public HomeGauge profile or by clicking a link you add to your website.
Inspector Dashboard: Schedule Now Settings
Schedule Appointments
You are now ready to begin scheduling appointments with HomeGauge. The link below will take you step by step through creating an appointment on your dashboard.
Inspector Dashboard: Creating and Managing Appointments
Download Appointments
Downloading your appointments to begin working on them in the Desktop Software is the same process that you may already be used to using with ISN.
- In the Desktop software or Companion, go to HG Services -> Download Online Appointments
- Select the appointment you want to download from the list and click Download.
- Click Open from the toolbar at the top, then select the newly created report.
- Select a template and write your report. When you finish and upload the report, it will already be associated with the appointment you created.
HomeGauge Payments
HomeGauge Payments lets your customers and real estate agents pay online directly from the dashboard before viewing their report. Follow the link below for details and simple steps to sign up:
HomeGauge Payments: Application and Setup