The below instructions will walk you through the process of publishing a completed report from the Web Writer, and getting it to the customers and real estate professionals that need it.
One of the great advantages of the Web Writer is that it is usable from either a smartphone, a tablet, or a conventional computer. Because the experiences of each differ slightly from one another, separate instructions have been included for each. Simply click on the link below associated with the device you are using to jump to that specific part of the page.
Publishing a Report
Mobile View
- When you reach a point of completion with the report and are ready to deliver it to your clients, click the Publish button to send the report to the Dashboard.
- A confirmation box will appear asking if you want to publish the report. Click Publish if you are sure.
- You will be prompted to wait while the report gets published. When it is complete and you are shown the confirmation, click OK.
- Click the Back to Inspections button to return to the home screen of the Web Writer.
- Click the menu bar button to access the menu and then click Inspector Dashboard to return to the HomeGauge Dashboard.
Desktop View
- When you reach a point of completion with the report and are ready to deliver it to your clients, click the Publish button, found on the side menu, to send the report to the Dashboard.
- A confirmation box will appear asking if you want to publish the report. Click Publish if you are sure.
- You will be prompted to wait while the report gets published. When it is complete and you are shown the confirmation, click OK.
- Click the Back to Inspections button to return to the home screen of the Web Writer.
- From the side menu bar bar, click Inspector Dashboard to return to the HomeGauge Dashboard.
Adding Customers and REPs
If you did not start the report from an appointment, you will need to add the customer and REP accounts to the document in order to allow them to view it. If you started the report from an appointment, the customer and REP may already be added, in which case you can skip to step 7. To learn how to create reports in the Web Writer from appointments, see this article: Web Report Writer: Start Inspection Report from Appointment
- Locate the report that was most recently published. It should be at the top of the list.
- Beneath the box containing the address and info of the inspection will list all the documents associated with the inspection. Find the +User, -User, and Edit buttons below the document title of your report. Click +User.
- If you have worked with this person before, you can search for them using either the Search Customer or Search REP Fields, otherwise, click Add new customer or Add New REP.
- You will be asked for the email address of the customer or REP. If the customer or REP has an existing account associated with that email address, it will be added. If they do not, a new account will be created.
- If a new account is created, or if the customer or REP's existing account has never been logged into, you can edit the information on the account at this time. If the customer or REP has logged into their account, only they can edit their information.
- At the very bottom of the page, you will be asked to give the customer or REP viewing and/or forwarding permissions for the report. Check the boxes for the permissions you would like to give, then click Add Contact to Report.
- Send email notifications like normal. For directions on how to send notifications, click here.