How to Add, Edit, and Delete Customers and REPs in the Desktop Software

Topics in this Article

• Add a Customer to a Report
• Import Customer Information from the Dashboard Appointment
• Import Customer Information from ISN
• Add a REP to a Report
• Edit an Existing Customer or REP 

If the HomeGauge username has been created or the report has been uploaded, follow the instructions in this article (click here).

Add a Customer to a Report

For new customers:

1. In HomeGauge software, click the Customer section bar on the left of the screen.
   
2. Fill out as much information as possible on the screen.
   
   Warning! Avoid Problems with Customer Accounts
   HomeGauge usernames are created from email addresses. DO NOT use a username to represent more than one customer. Each customer needs their own username. Instead, click Add Customer in the upper-right if you have a husband and wife or multiple customers on one inspection.
3. Click Create Username. Leave the box blank and click OK.
   
4. If you have more than one customer click Add Customer in the upper-right.
   

For existing (previous) customers:

1. In HomeGauge software, click the Customer section bar on the left of the screen.
2. On the right-hand pane click the Contacts tab and the select the icon for customers (the blue icon).
   
3. Find the customer in your contacts list and click once to select them.
4. Right click and select Add as Customer in Current Report.
   

Import Customer Information from the Dashboard Appointment

1. Open your HomeGauge software.
2. Click HG Services > Download Online Appointments. For instructions on how to create appointments on your dashboard (click here).
   
3. Select which appointments you want to download by putting an X in the Download Now column.
   
4. Click Download.
5. Click Open. Find and open the downloaded report it will contain the Customer's information from the online appointment.
   

Import Customer Information from ISN

1. Make sure you have set up your pathway to ISN. For instructions (click here).
2. In the HomeGauge software, click HG Services > Download Online Appointments.
   
   
3. Select which appointments you want to download by putting an X in the Download Now column.
   
4. Click Download.
5. Click Open. Find and open the downloaded report it will contain the Customer's information from the online appointment.
   

Add a REP to a Report

1. First, add the REP into the software.
1. In HomeGauge software, click the Customer section bar on the left of the screen.
2. On the right-hand pane click the Contacts tab and the click the Add Contact button (looks like a person with a green plus).
   
3. Click REP then OK.
   
4. Enter as much information as possible. If you add the email, click Create User Name, leave the box blank, and click OK.
   
   
5. Click OK when you are done adding the REP.
2. Next, include the REP in the Report.
   1. In HomeGauge software, click the Report Info section bar on the left of the screen.
   2. In the REPs list on the right of the screen, right-click the REP and choose Add as REP in Current Report.  
      

Edit an Existing Customer or REP

If the HomeGauge Username has not been created yet, and the report has not been uploaded:

• For Customers:
  1. In HomeGauge software, click the Customer section bar on the left of the screen.
  2. Change the information as needed.
  3. Click Save or File Save Report.
• For REPs:

1. In HomeGauge software, click the Contacts tab in the right-hand pane and the select the icon for Customers (the blue icon) or REPs (white and black icon).
2. Find the contact in your contacts list and double-click once to open their info page.
3. Edit the information. If you edit the email, click Create User Name, leave the box blank, and click OK.
4. Click OK at the bottom to exit the window.
5. Click Save or File  Save Report.