If you have a document you would like to send to your customers, that was created outside of HomeGauge, use the Other PDF Upload feature. This would allow you to upload a PDF of a scanned document, additional report, or SOP. Then all of your documents for that inspection can be together on the Dashboard and available at a glance to you and your customer.
Upload a Document Manually
- Log into your HomeGauge Dashboard by following this link (if you're using our HomeGauge Desktop software, click HG Services > My HomeGauge Dashboard)
- Find the report you would like to add the document to
- Click Manage > Manual Upload
- Click choose file to browse your computer for the document
- Select a Document Type
- Fill out additional address and customer details as needed and click Upload
- You will need to modify viewing permissions, and you may want to resend the notifications to let the Customer and REP know that you've added something new to their documents
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