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Adding a List of Contractor Referals

Clete Pfeiffer

I have a list of local contractors that I have given out to all my clients for years. Is there a way to add this referal list to what my clients receive through HomeGuage?

 

 

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3 comments

Date Votes
  • Chris Matthews

    From the dashboard, you can do a manual upload of a document in jpg. format.  Click manage, it will then bring up a drop down menu to upload the document.  However, this must be done each time a report is uploaded.  I don't know of a way to make it automatically attach to each report.  Maybe HG could offer some advice on this. 

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  • Clete Pfeiffer

    Thanks Chris!

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  • Chris Matteson

    Hi Clete I just saw your post, but better late than never.  Anyway I think I have a fix for you.

    Open HG, click in your template, click Misc button, under "Other Report Attachments" click the paperclip, click yellow plus sign (Add Attachment), select your document (List of Contractors) from your computer and add it to the document list.  You will now be able to add (List of Contractors) document to each report you choose to.  Hope this helps.

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