How to Use Forms on Android Companion

Mobile Forms are a way to complete Forms on the job while using HomeGauge Android Companion. This Article goes over How To Add Forms to Companion, and How to Use Mobile Forms on Companion.

Video: Setting up Companion 5.3

How to Cloud Transfer Forms to Companion

To start using Forms on your Android Companion you will first need to transfer them from your Software. Forms can be transferred using HG Services by Uploading Cloud Templates & Settings.

1. Start by opening HomeGauge Software on your computer or laptop
2. Click HG Services on the main menu 
3. Click Upload Cloud Templates & Settings
   
4. Choose a Template to transfer with your Settings and click OK
   
5. Once uploaded you will be prompted with a success message
   

How to Use Forms on Companion

1. Open HomeGauge Companion App
2. When on a New or Open Report click Misc
   
3. On the Form section click the right corner Menu and choose Add Form
   
   
4. Choose from the list of Forms to Add; Select a Form and click Open
   
5. With the Form open you can now edit fields, check boxes, take pictures and insert text. The example image has Merge Fields already associated with Inspector Contact and Customer Information. These merge fields will automatically pull information from corresponding fields in your Software before you send the final Report. For more information on How to Set Default information on Forms (click here).
   
6. To Remove a Form click the right corner Menu and choose Remove Form
   
7. To add additional forms click the right corner Menu and choose Add Form like Steps 3 & 4. You can switch between forms by using the Left and Right Arrows at the bottom center of the Form section.
   
8. To add a customer signature to a Form click the bottom right corner Pencil
   
9. To add a Picture click on the Form button Choose Picture. This will open your devices camera or camera app and allow you to take a photo. Only Forms that have this button already included will allow you to take a picture while inside the Form. All other pictures should be added by adding the Form Picture Page with Labels. This Form can be appended to any other Form when finalizing the report in HomeGauge Software.
   
   
   Note: At this time you will not be able to Edit the Picture while inside HomeGauge companion
   Important!  Pictures attached to forms will not re-size automatically in the software. When reviewing your form in the software, before sending, make sure to edit and re-size each of your photos OR click ok for the image to set to the default size.
10. When finished with the Report and/or Form save your work by clicking the right corner Menu then Save Report
11. Then click the same right corner Menu and choose HG Services > Send Current Report to Cloud
12. Your Report and Form are now available to Download to the Software to finalize. For more information on Transferring Reports from Android Companion (click here).

Important! Once you have your Report and Form in your Software check your work and finalize your Forms. Look to see if the Form is correctly Attached to the Report and if you have any Picture Pages they are Appended to the Previous Form. This is also the step to make any edits to your photos inside Forms. For more information on Forms inside HomeGauge Software please check out the following articles: How do I Add and Use a Form on an Inspection?  How do I Add a Picture Page to a Form?