Need live phone support? Call 828-254-2030 between 9:00AM-5:00PM EST, Monday through Friday. For other ways to contact us, click here.

Add, Edit, Delete, or Reschedule Appointments

Topics in this Article

View Your Calendar

  1. Log into your HomeGauge Dashboard.
  2. From the menu of blue links, click Appointments > Calendar.

For companies with multiple inspectors, each inspector is assigned a color. All appointments for an inspector will appear in their assigned color. Currently, there is not a way to re-assign colors.

Add a New Appointment

  1. Log into your HomeGauge Dashboard.
  2. From the menu of blue links, click Appointments > New Appointment.
  3. Fill each of the page sections with the appropriate details.
    • Date and Time
      • Update Appointment End Time checkbox: If checked, the end time will be automatically decided by the Services added to this appointment.
      • Set as Time Off checkbox: If checked, will mark the inspector's calendar as unavailable. The reason will not be visible to customers.
    • Property Location
      • Enter the address. The Directions box is just for your information. The Driving Distance can be tracked in our Business Insights feature; be sure to enter the round trip distance.
    • Appointment Details
      • Note: All fields are optional, but we recommend filling as much as possible.
      • Auto Generate Report ID checkbox: If checked, it will create a Report ID for you, but only if you leave the Report ID box blank.
    • Services
      • Click Add \ Update Services and put a check next to services you're performing at this appointment.
      • Request Payment checkbox: if checked, your customer will receive an email requesting payment.
      • Require Payments to View Documents checkbox: if checked, your customer will not be able to view the report until they pay.
    • Agreements
      • Click any agreements you want the client to sign to move them to the Selected box.
    • Inspectors (Multi-Inspector Companies Only)
      • Click inspectors in the Available box to move them to the Selected box assign them to the appointment.
    • Customers
      • If you have not worked with this customer, click Create New Customer. Fill the info, then click Create New Customer.
      • If you have worked with this customer before, type into the Search Customer box. This will search through first name, last name, and emails. You may also click the Select Customers button to select them manually.
    • Real Estate Professionals
      • If you have not worked with this REP, click Create New REP. Fill the info, then click Create New REP.
      • If you have worked with this REP before, type into the Search REPs box. This will search through first name, last name, and emails. You may also click the Select REPs button to select them manually.
  4. Click Schedule Appointment to complete the task on this screen.
    • If you did not select an agreement, skip to step 6. Otherwise, continue.
  5. On the Create Agreements page:
    • Customize your agreements by editing the text in the fields.
    • Click Create Agreement Document(s) Below to finalize your agreement(s).
  6. On the Send Notifications page:
    • Check the box for each person who should receive the notification.
    • Click View/Edit Message to preview and edit the notifications for each person.
    • Click Send Notifications to have the HomeGauge system send the emails -OR- click Continue with Sending Notifications.

The appointment will now appear on your calendar.

Confirm an Unscheduled Appointment 

  1. Log into your HomeGauge Dashboard.
  2. From the menu of blue links, click Appointments > Unscheduled.
  3. Follow steps 3 - 6 from the Add a New Appointment section above.

 The appointment will now appear on your calendar.

 Edit an Existing Appointment 

  1. Log into your HomeGauge Dashboard.
  2. From the menu of blue links, click Appointments > Calendar.
  3. Find the appointment you would like to edit and double-click it to open it.
  4. Follow steps 3 - 6 from the Add a New Appointment section above.

Reschedule an Existing Appointment 

  1. Log into your HomeGauge Dashboard.
  2. From the menu of blue links, click Appointments > Calendar.
  3. Find the appointment you would like to edit and double-click it to open it.
  4. Update the date and time to the new date and time.
  5. Scroll to the bottom and click Schedule Appointment.
  6. On the Send Notifications page, you'll have the opportunity to send a notification of the reschedule:
    • Check the box for each person who should receive the notification.
    • Click View/Edit Message to preview and edit the notifications for each person.
    • Click Send Notifications to have the HomeGauge system send the emails -OR- click Continue with Sending Notifications.

Using Appointments from your Mobile Device

As long as you have internet access, you can log into HomeGauge.com using the browser on your mobile device. You may need to tap the menu (three horizontal lines) to open the list of items such as Appointments.

I don't have an e-mail address for a customer or REP

The appointment manager requires a unique email address for adding a customer or real estate professional. If you do not have an email address for that customer or REP, we have a work around you can use. If you do not have an e-mail address for your contact or REP, you can add a temporary one using the steps below:

  1. Use your own e-mail address with a + and the customer's name. For example if your customer Jane Customer doesn't have an email address and your email is inspector@mycompany.com, enter an email address such as inspector+JaneCustomer@mycompany.com for the person without an email. That will allow you to create a customer or REP with a unique email address that will go to your inbox. You can always go back and change the email later.
  2. If you go back to change the email address later, and you get this error message: "There was an error while trying to update the REP information. Error: Email address [real-emailaddresshere.com] already in use by "Username" You can copy and paste the username to add it to your report by using the contacts menu on the My Reports page. You would then need to copy that Username listed, go back to your appointment, DELETE the Username (and Contact) with the fake email address, and then add this Username you have copied for the already existing Customer or REP account. 
  • 109
  • 13-Nov-2017
  • 288 Views