HomeGauge provides you with powerful tools to manage your report and appointment notifications. There are two main types of notifications: report notifications and appointment notifications. Report notifications allow you to inform your customers and realtors when an inspection document is ready for viewing. On the other hand, appointment notifications help you communicate important information about scheduled appointments. To learn more about appointment notifications, please visit Inspector Dashboard: Edit, Send, and Resend Appointment Notifications to Customers and Realtors

Below, we'll guide you through the process of creating, editing and sending Report Notifications.

Access Report Notification Templates

1. Go to your HomeGauge Dashboard
2. In the My Reports section of the page, click Edit Report Emails
   

Edit Report Notification Templates

To customize the content of your report notifications, follow these steps:

1. Follow the Access Report Notification Templates steps
2. On the page that loads, you'll see a list of templates in the top drop-down menu. Select the template you want to edit from the available options.
   
3. You can now edit the template name, subject line, and message as you like. The subject line will show up as the subject for the email. Rewrite the text to satisfy your personal preference.
4. Once you're done editing, click Save Template at the bottom of the page
5. Repeat these steps for any other template in the drop-down menu. You can also click Load HomeGauge Default Message on any of them to revert back to the default text.

Creating and Using a Custom Report Notification

Creating a Custom Report Notification

If you have unique messages you'd like to send regarding the inspection report, you can create custom report notifications. Here's how:

1. Follow the Access Report Notification Templates steps
2. Click the Start New Button inside of the Templates For: area.
   
3. Provide a new Template Name, Subject, and Message. Use the text tools to format the message as desired.
4. If you want to set this message as the default template, check the Use as Default Message box below the message editing area. This will make your new notification the default one for sending report notifications.
5. Scroll to the bottom and click Save Template.

Using a Custom Report Notification

To use a custom report notification for a specific inspection report, follow these steps:

1. Navigate to your HomeGauge Dashboard.
2. Click My Reports > All Reports.
3. Locate a report that you would like to send a custom notification.
4. Right below the inspection address, click the link for sending the Inspection Report emails.
   
   
5. Scroll down the page to find the header titled "Customize your message(s) before sending." Click the drop-down associated with the Buyer Email Template and choose the newly created template.
   
6. Your browser will ask if you want to switch templates. Click OK.
7. You will see the body of the message change to the new template.
8. Verify that the users to whom you want this message sent to have the box under Send Email? checked.
9. Click Send Emails.

Send or Resend Notifications to Customers and Realtors

Here's how you can send or resend notifications to customers and realtors:

1. Log into your HomeGauge Dashboard (in your HomeGauge software, click HG Services > My HomeGauge Dashboard).
2. Find the report you would like to send notifications for. Newly uploaded reports are near the top of the report list.
3. Underneath the property address, click the blue Send Emails link for Inspection Report or Agreement to open the Send Email Notifications page.
   
4. The customers and realtors will be listed.
• Put checks in the boxes in the Send Email? column next to the people you would like to receive the email.
• Put checks in the boxes in the View? column to next to people who should have viewing permissions.
• Put checks in the boxes in the Forward? column to next to people who should have forwarding permissions.
  
5. Click the gray Send Emails button, or optionally scroll down to preview the email that will go out. Clicking Send Emails will complete the send notification process.