How do I Update an Agreement if the Information is Wrong?

Agreements Created on Dashboard

Agreements can not be edited once they are created. To change agreements you will have to delete the Agreement and create a new document to replace the old Agreement. The steps outlined below are for Agreements that were created on HomeGauge Dashboard through a New Appointment. For more information on Appointments (click here).

1. Find your Agreement on HomeGauge Dashboard by searching My Reports > All Reports or find your Appointment on the Calendar and double click Appointment to edit.
2. Above the Agreement click Manage > Delete
   
3. Check off which documents you would like to delete and click Yes
   
   
   

   Note: If the Appointment no longer has documents listed then it will no longer show up under My Reports > All Reports. You can still find the Appointment by going to your Calendar and double clicking the appointment.

4. Find your Appointment by going to Appointments > Calendar and double clicking the Appointment to open. 
5. With the Appointment open, scroll down to Agreements and move an Agreement from Available to Selected.
   
6. For information on how to update the Customer account name or email (click here).
7. For information on how to update your invoice (click here).
8. Then click Schedule Appointment, saving changes will not prompt you to create agreement.
   
9. On the Agreement confirmation page you have the ability to make changes directly to the Agreement. Type directly into the text editor and when down click Create Agreement Document(s)
   
10. After Creating the Agreement Document. Choose who you would like to send Notifications to. If you do not want to send a Notification choose Continue Without Sending Notifications.
11. The new Agreement Document and Appointment will now Show up on My Reports > All Reports. The example below has not been sent but the Customer is allowed to View if they sign in with a username and password sent to them from you on a previous Notification. 
    

 Agreements Created from HomeGauge Software

To change Agreements you will have to delete the Agreement from the Dashboard and create a new document to replace the old Agreement. The steps outlined below are for Agreements that were created and uploaded from HomeGauge Software to the HomeGauge Dashboard.

1. Follow steps 1-4 above for Agreements Created on Dashboard to find and delete the old Agreement.
2. Once the Agreement is deleted return to your Software.
3. Find and Open the Report or Appointment that needs a new Agreement. For how to Open a Report (click here). For how to Download an Appointment (click here).
4. Update the Invoice, or Customer as needed inside of the Software. For How to Update a Customer Inside of HomeGauge (click here). For How to Update Invoice Inside of HomeGauge (click here).
5. After making changes to that Report click Upload on the Top Tool Bar. For how to Upload a Report (click here).
   
6. The new Agreement Document and Appointment will now Show up on My Reports > All Reports. The example below has not been sent but the Customer is allowed to View if they sign in with a username and password sent to them from you on a previous Notification.