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
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