Add, Edit, and Delete Customers and REPs in HomeGauge Software

Topics in this Report

Add a Customer to a Report

For new customers:

  1. In HomeGauge software, click the Customer section bar on the left of the screen.
  2. Fill out as much information as possible on the screen.
    Warning! Avoid Problems with Customer Accounts
    HomeGauge usernames are created from email addresses. DO NOT use a username to represent more than one customer. Each customer needs their own username. Instead, click Add Customer in the upper-right if you have a husband and wife or multiple customers on one inspection.
  3. Click Create Username. Leave the box blank and click OK.
  4. If you have more than one customer click Add Customer in the upper-right.

For existing (previous) customers:

  1. In HomeGauge software, click the Customer section bar on the left of the screen.
  2. On the right-hand pane click the Contacts tab and the select the icon for customers (the blue icon).
  3. Find the customer in your contacts list and click once to select them.
  4. Right click and select Add as Customer in Current Report

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Import Customer Information from Dashboard Appointment
  1. Open your HomeGauge software.
  2. Click HG ServicesDownload Online Appointments.
  3. Select which appointments you want to download by putting an X in the Download Now column.
  4. Click Download.
  5. Click Open. The report will contain the Customer's information.

Import Customer Information from ISN

  1. Make sure you have set up your pathway to ISN (click here for instructions).
  2. In the HomeGauge software, click HG ServicesDownload Online Appointments.
  3. Select which appointments you want to download by putting an X in the Download Now column.
  4. Click Download.
  5. Click Open. The report will contain the Customer's information.
Warning! ISN Compatibility

ISN has their own way of creating customers and Report IDs. Follow these steps to ensure compatibility:

  • Separate customers and create separate usernames for them using the Add Customer button.
  • Be sure on the Report ID that ISN creates that there is not a period at the end.

Add a REP to a Report

  1. First, add the REP into the software.
    1. In HomeGauge software, click the Customer section bar on the left of the screen.
    2. On the right-hand pane click the Contacts tab and the click the Add Contact button (looks like a person with a green plus).
    3. Click REP then OK.
    4. Enter as much information as possible. If you add the email, click Create User Name, leave the box blank, and click OK.
    5. Click OK when you are done adding the REP.
  2. Next, include the REP in the Report.
    1. In HomeGauge software, click the Report Info section bar on the left of the screen.
    2. In the REPs list on the right of the screen, right-click the REP and choose Add as REP in Current Report.  

Edit an Existing Customer or REP

If the HomeGauge Username has not been created yet, and the report has not been uploaded:

  • For Customers:
    1. In HomeGauge software, click the Customer section bar on the left of the screen.
    2. Change the information as needed.
    3. Click Save or File > Save Report.
  • For REPs:
    1. In HomeGauge software, click the Contacts tab in the right-hand pane and the select the icon for Customers (the blue icon) or REPs (white and black icon).
    2. Find the contact in your contacts list and double-click once to open their info page.
    3. Edit the information. If you edit the email, click Create User Name, leave the box blank, and click OK.
    4. Click OK at the bottom to exit the window.
    5. Click Save or File > Save Report.

If the HomeGauge username has been created, or the report has been uploaded, follow the instructions in this article (click here).

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  • 07-Sep-2017
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