Congratulations on the expansion of your company and the addition of new inspectors! To ensure a seamless onboarding process and efficient workflow, it is crucial to properly set up these inspectors under your company account. Moreover, giving managers enhanced access can optimize operations and increase productivity. In this support article, we will provide a guide on how to set up new inspectors and promote employees to manager roles using HomeGauge's powerful features.
Setting Up New Inspectors
To get your new inspector up and running on your HomeGauge platform, follow these simple steps:
Contact HomeGauge Support
You can do this in one of the following ways:
- Submit a Ticket: Fill out a support ticket with the necessary details about the new inspector, and our team will respond promptly to assist you.
- Live Chat: Engage in a live chat session with our support staff to receive real-time guidance on adding the new inspector to your company account.
- Phone Support: Call our support line at ((828) 254-2030 opt #1), and one of our representatives will gladly assist you.
Provide Essential Details
Make sure to include the following information about the new inspector when contacting HomeGauge Support:
- First and last name
- Email address
- Phone number
Once you provide the required details, our support team will swiftly configure the new inspector's account, granting them access to your company's HomeGauge platform.
Setting up New Inspectors Report Writer Desktop
To learn more about getting your new inspectors, all set up with the Desktop software. It will cover getting your logo, template, and print settings to your new inspector. Multi-Inspector: Setting up a New Employee's Report Writer Desktop Software
Understanding Multi-Inspector Roles
In a Multi Inspector Company on HomeGauge, there are three distinct roles with varying permissions, along with the Team Leader, who holds additional privileges. Let's take a closer look at each role:
The oldest owner is the Team leader. There is only one Team Leader in the company, and they have additional privileges. (Learn more below)
Can do the same things as the Mangers
Dashboard Access: Managers gain access to all inspectors' reports and document uploads on the Dashboard. They can seamlessly switch between inspectors, mirroring the company owner's viewing capabilities.
Appointment Settings: Managers can edit, add, or delete appointments on the company calendar. They also have the authority to modify appointment emails and notifications for the entire team, excluding TRM and Report emails, which remain non-editable for Managers.
Company Agreements and Services: Managers can edit and add new company agreements and services, streamlining the process of offering diverse inspection options to clients.
Company Settings: Managers can edit Company Settings, allowing them to fine-tune the platform to match your company's evolving needs.
Calendar Sharing: Managers can oversee and manage calendar sharing, facilitating better coordination among team members.
Cloud Transfers and Upload/Email Options: Managers enjoy access to company cloud transfers and various upload/email options, promoting efficient data sharing and communication.
- Dashboard Access: Inspectors can only access and manage the reports they uploaded on the Dashboard.
- Appointment Access: Inspectors can only view and book their own appointments. They can set up their Schedule Now Tim Slots, Sync their Google Calendar, and set up receiving Text Message Alerts.
- Cloud Transfers: Inspectors can only manage their reports uploaded to the cloud and can only see their templates in the cloud.
- Account Settings: Inspectors can access Account Contact, License, Services, HomeGauge Partners, Edit Report Emails, and Upload Email Options.
Changing an Employees Role
To update an employee's role, don't hesitate to get in touch with HomeGauge Support. Our dedicated support team will guide you through the process, making the transition seamless for your valued employee.