How do I Send a Customer an Additional Document or PDF?

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

1. Log into your HomeGauge Dashboard by following this link (if you're using our HomeGauge Desktop software, click HG Services > My HomeGauge Dashboard)
2. Find the report you would like to add the document to
   
3. Click Manage > Manual Upload
   
   
4. Click choose file to browse your computer for the document
   
5. Select a Document Type
6. Fill out additional address and customer details as needed and click Upload
   
7. 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