Guide to Inspector Dashboard for Business Management

Looking to learn ways to make your business run smoother, more efficiently and grow? This page contains all the self-guided learning materials centered around using the Inspector dashboard for Business Management. This way you can see all that is available in one place.

✔ Get started here by following along with this playlist that covers the basics:

Setting Up Your Inspector Dashboard & Appointment Manager

✔ Working with your personal account settings & inspector profile:

Change Your Contact Email Address & Other Contact Information

Change Your Username & Password

Set Up Your Inspector Profile

List Your Company in the HomeGauge Inspector Search Tool

Add Company Logo to Profile

Add a Photo of Yourself to Profile, Notifications & Buyer Dashboard

✔ Setting Up Your Appointment Scheduler, Agreements, Services & Email Templates

Setting Up Your Inspection Services & Service Groups

Making Service Appear on Public Appointment Scheduler

Creating & Editing Agreement Templates

Using the Starter Agreement Template

Associate Agreements with Specific Services Automatically

Adding a Variable Discount to Your Services

Configure & Enable Public Appointment Scheduler

Making Service Appear on Public Appointment Scheduler

Set Your Hours of Operation for Appointments

Edit Appointment & Report Notification E-mail Templates

✔ Managing Appointments:

Add, Edit, Delete or Reschedule Appointments

Delete, Modify,or Managing Appointments with Linked Agreements

Removing an Invoice From an Appointment

Recover or Reschedule a Canceled Appointment

Manually Mark an Agreement as Signed so the Customer Can View

Managing Invoices on the Dashboard

Print an Invoice from the HomeGauge Dashboard

Save or Print an Electronically Signed Agreement

Resend Agreement Notification E-mails

✔ Calendar Sharing & Company/Inspector Notifications:

Sharing Appointment Calendar with Your Google Cal

Sharing Appointments Calendar with Your Outlook Calendar

Set Up Your SMS (Text) Message Notifications

✔ Managing Uploaded Documents:

Send Report Notifications to Customers and Realtors

Web Writer: Publish & Send Report Notifications to Clients & Agents

Send a Report to Someone Not Originally on Report

Change Document Viewing Permissions

Rename or Relocate Reports in the Dashboard

Upload an Additional PDF & Send to Clients

Using Build Fax Reports

Download a Report from the Dashboard to Desktop Software

✔ Send Out Review Requests Using the TRM feature:

How to Setup and Use TRM (Time Release Messaging)

Get Customers to Review You on Google

✔ Managing Reports & Templates Cloud (multi-inspector use cases):

Share Templates with Inspectors in My Company

How to Work with Multiple Inspectors

✔ Reporting Metrics

Using Business Insights Reports