How do I Add, Edit, Delete, or Reschedule Appointments?

Topics in this Article

• View Your Calendar
• Add a New Appointment
• Confirm an Unscheduled Appointment
• Edit an Existing Appointment
• Reschedule an Existing Appointment
• Cancel an Appointment
• I don't have an e-mail address for a customer or REP
• Sync your appointment to start a Web Writer report
• How to download appointments to the HomeGauge Companion
• How to download appointments to the HomeGauge Desktop Writer

View Your Calendar 

1. Log into your HomeGauge Dashboard.
2. From the menu of blue links, click Appointments > Calendar.
   

For companies with multiple inspectors, each inspector is assigned a color. All appointments for an inspector will appear in their assigned color. Currently, there is not a way to re-assign colors.

Add a New Appointment

1. Log into your HomeGauge Dashboard.
2. From the menu of blue links, click Appointments > New Appointment.
   
3. Fill each of the page sections with the appropriate details.
   • Update Appointment End Time checkbox: If checked, the end time will be automatically decided by the Services added to this appointment.
   • Set as Time Off checkbox: If checked, will mark the inspector's calendar as unavailable. The reason will not be visible to customers.
   • Enter the address. The Directions box is just for your information. The Driving Distance can be tracked in our Business Insights feature; be sure to enter the round trip distance.
   • Note: All fields are optional, but we recommend filling as much as possible.
   • Auto Generate Report ID checkbox: If checked, it will create a Report ID for you, but only if you leave the Report ID box blank.
   • To learn more about setting up your services (click here).
   • Click Add \ Update Services and put a check next to services you're performing at this appointment.
   • Request Payment checkbox: if checked, your customer will receive an email requesting payment.
   • Require Payments to View Documents checkbox: if checked, your customer will not be able to view the report until they pay.
   • To learn more about setting up your agreements (click here).
   • Click any agreements you want the client to sign to move them to the Selected box.
   • Click inspectors in the Available box to move them to the Selected box assign them to the appointment.
   • If you have not worked with this customer, click Create New Customer. Fill the info, then click Create New Customer.
     
   • If you have worked with this customer before, type into the Search Customer box. This will search through first name, last name, and emails. You may also click the Select Customers button to select them manually.
     
   • If you have not worked with this REP, click Create New REP. Fill the info, then click Create New REP.
     
   • If you have worked with this REP before, type into the Search REPs box. This will search through first name, last name, and emails. You may also click the Select REPs button to select them manually.
     
   • Date and Time
     
   • Property Location
     
   • Appointment Details
     
   • Services
     
     
   • Agreements
     
   • Inspectors (Multi-Inspector Companies Only)
     
   • Customers
     
   • Real Estate Professionals
     
4. Click Schedule Appointment to complete the task on this screen.
   
5. If you did not select an agreement, skip to step 6. Otherwise, continue.
6. On the Create Agreements page:
   
   • Customize your agreements by editing the text in the fields.
     
   • Click Create Agreement Document(s) Below to finalize your agreement(s).
7. On the Send Notifications page:
   
   • Check the box for each person who should receive the notification.
   • Click View/Edit Message to preview and edit the notifications for each person.
     
   • Click Send Notifications to have the HomeGauge system send the emails -OR- click Continue with Sending Notifications.
     

The appointment will now appear on your calendar.

Video: Using Appointments with HomeGauge Services

Confirm an Unscheduled Appointment 

1. Log into your HomeGauge Dashboard.
2. From the menu of blue links, click Appointments > Unscheduled.
   
3. Click Edit Appointment and follow steps 3 - 6 from the Add a New Appointment section above.
   

Edit an Existing Appointment 

1. Log into your HomeGauge Dashboard.
2. From the menu of blue links, click Appointments > Calendar.
   
3. Find the appointment you would like to edit and double-click it to open it.
   
4. Follow steps 3 - 6 from the Add a New Appointment section above.

Reschedule an Existing Appointment 

1. Log into your HomeGauge Dashboard.
2. From the menu of blue links, click Appointments > Calendar.
   
3. Find the appointment you would like to edit and double-click it to open it.
   
4. Update the date and time to the new date and time.
5. Scroll to the bottom and click Schedule Appointment.
   
6. On the Send Notifications page, you'll have the opportunity to send a notification of the reschedule
   
• Check the box for each person who should receive the notification.
• Click View/Edit Message to preview and edit the notifications for each person.
• Click Send Notifications to have the HomeGauge system send the emails -OR- click Continue with Sending Notifications.

Cancel an Appointment

1. Log into your HomeGauge Dashboard.
2. From the menu of blue links, click Appointments > Calendar.
   
3. Find the appointment you would like to edit and double-click it to open it.
   
4. Scroll to the bottom and click Cancel Appointment
   
   
5. Confirm cancellation by clicking Yes
   
6. On the Send Notifications page, you'll have the opportunity to send a notification of the cancellation
   
• Check the box for each person who should receive the notification.
• Click View/Edit Message to preview and edit the notifications for each person.
• Click Send Notifications to have the HomeGauge system send the emails -OR- click Continue with Sending Notifications.

I don't have an e-mail address for a customer or REP