HomeGauge has partnered with ISN to streamline your appointment management and enhance your reporting capabilities. This integration allows you to effortlessly download your ISN appointments into Desktop Report Writer and HG Companion apps. This article guides you through setting up and using the HomeGauge-ISN integration to optimize your inspection workflow.
Accessing ISN Settings
- Log in to your Inspector Dashboard
- Navigate Account Settings > HomeGauge Partners
- Scroll down until you see ISN Settings
- Click the link to Enter ISN access keys / Import Contacts
Enabling ISN Integration
- On the ISN Settings page, ensure that the toggle switch at the top is set to ON
- Obtain your ISN access keys from your ISN account. You can find these keys by accessing your ISN menu through Settings > My Access Keys. For more information on finding your access keys, please visit ISN Help Center.
- Enter the acquired ISN access keys into the designated fields on the HomeGauge ISN Settings page and click Save Changes
Start reports from ISN
When ISN is enabled, ISN appointments will automatically be sent to your Inspector Dashboard. This allows our different report writers to access the ISN Appointment information. To start a report, visit the article for the report writer you use:
- Web Report Writer: Start Inspection Report from Appointment
- Desktop Report Writer: Download Online Appointments
Upload Report to ISN
It is strongly advised to refrain from uploading an HTML report to ISN, even though they have instructions. The only way to upload an HTML format report to ISN is to make the report public. Here is why we advise against public reports:
- Anyone with that link can view the report. There is no control over who can access the report, which could compromise customer information and violate the seller's privacy.
- The report is physically located on HomeGauge, not uploaded to ISN. Inspector's Online Services cancellation would make the report unavailable for public viewing.
- You will not be able to track who has viewed the report.
- This direct link to the public report will not work with other features of the Online services like Create Repair List, Signing Inspection Agreements, Payments, and more.
Here are instructions for creating a PDF report to upload to ISN for the report writer you use:
Once you have a PDF of the report, follow ISN's instructions for uploading reports.
Troubleshooting Appointments Not Downloading
If you encounter issues with appointment downloads from ISN, follow these steps:
- Re-enter your ISN access keys by deleting and re-entering the information.
- Ensure you have no more than 5 active footprints and no special characters in appointment fields.
- Clear your footprints and attempt the download again. Refer to ISN's how-to article for guidance.
- If problems persist, reach out to HomeGauge support.
What are the benefits of HTML over PDF format for reports?
HTML reports offer numerous advantages over PDF reports, including:
- CRL (Clickable Report Language) for efficient navigation
- Integration of videos and 360-degree photos
- Clickable photos that expand for closer examination
- Modern features enhancing client and agent experience
If you are used to sending a PDF to ISN, we strongly encourage you to upload an HTML report to the Dashboard for your client and agent to take advantage of the modern benefits.
How do I control Report IDs?
You can configure Report ID numbers within ISN. Follow the instructions provided in this ISN article, Report Number Options.