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.

2017.10.26 HomeGauge Web Site Release Notes

WEB-370: Strip Special Characters from Report ID when Entered Manually

The characters '/' and '.' when entered into the report ID cause problems in some places in the application and mobile companion apps. This fix changes those characters to a dash ('-') and notifies the user with a message.

WEB-38: CRL Double Dialog

When a user attempts to edit a completed CRL and clicks the "OK" button the user must them click "Edit" twice to get to the report. This has been fixed. 

Service Selection in Public Appointments

The website now allows inspectors that accept public appointment requests to let people select the services they want. First we'll show how this looks to the customer requesting an appointment then we'll go over how this is configured.

This feature is disabled by default so you will have to enable this new feature to allow your customers to use it.

Customer Selects Services

This is what the requesting customer or REP will see. The requesting customer or REP selects the services they wnat from the list displayed by clicking on the .

Customer Appointment Request Confirmation with Services

This screen allows the requester to review the information entered and the services selected before sending off the request.

Customer Appointment Request Thank You with Services

A "Thank You" is displayed when the appointment request has been sent. This screen also displays the detail of the request.

Inspector View of Unschedule Appointment with Services

 This is how the appointment will appear in the Unscheduled page of the  Appointments screen.

Inspector Enables Public Service Selection

Of course for all of this to work you must enable the feature and do a little configuration. To enable the public service selection go to Appointments -> Company Settings and select Public Appointment Settings. Once there you will be able to place a check mark next to Allow Customers and Agents to Select Publicly Available Services. A short summary of what is public for your company is displayed.

To select service groups and services that will be displayed click on Edit Your Company's Public Services.

Inspector Enables Public Service Selection for a Service Group

To make a Service Group visible in the appointment request click on the name of the Service Group, then place a check mark next to Services in this Group are Available in Public Appointment Requests by clicking on it. All services that are marked as public in this Service Group will display in the Public Appointment Request.

How To Tell if a Service Group is Displayed on Public Appointment Requests

If a Service Group is visible on Public Appointment Requests the Service Group has a small globe and the text Available in Public Appointments visible in the summary header.

 

Inspector Enables Public Service Selection for an Individual Service

To make a Service visible in the appointment request click on the name of the Service to edit the details, then place a check mark next to Show in Public Appointment Requests if Group is Shown by clicking on it. All services that are marked as public in a Service Group that is marked as public will display in the Public Appointment Request. Services not marked as public will not display even if the Service Group they are contained in is public.

 

  • 189
  • 09-Nov-2017
  • 146 Views