Did you start a report in your software without downloading online appointments and now, on your Dashboard, the report is separated from the Agreement? Here is how to link the report to the Agreement and the Appointment.
To avoid this in the future, be sure to download your appointments in the software or Companion before starting the report! Check out this article to learn how to download appointments in the software.
Check out these articles to learn how to download appointments on the Companion:
Instructions for starting your inspection from an appointment using the Web Writer are located here: Start Inspection Report from Appointment.
Relocating an Inspection Report on the Dashboard
Locate the report you need to move. Click Manage.
Then click Relocate from the dropdown.
You will be shown your recent reports. The report that you are currently relocating will be listed as Current. Find the duplicate address in the list, or look for the specific report ID that you would like to move the current report under, then click Move To.
The reports will now be linked under one report ID.
Rename and Change Document Type an Uploaded Document
To rename one of the uploads, Click Manage above the document you wish to rename.
Click Rename from the dropdown menu
Using the radio buttons, select which type most correctly describes the document in question.
Rename the property as you wish ie. Guest House, Pool House, Cabin
Click Submit Changes. When you return to view your report documents, you will see the new document name.
Deleting a Document
Log onto your Dashboard at www.homegauge.com
Locate the document you wish to delete
Click the Manage tab above the document title
Click Delete
You will be brought to a screen showing the property and its associated documents. Place a check mark next to the document(s) needing to be deleted. If you are deleting a document that shares the name as another, use the time stamp to the right to determine which of the two should be deleted.
Click Yes
The document will now be deleted
FAQs
Can I relocate an agreement?
Agreements cannot be relocated, but you can move any of the other documents so that they reside in the same folder as the agreement.
Why can't I delete an agreement?
Signed agreements cannot be deleted in order to preserve the integrity of legal documents. If you need to have an agreement removed due to a cancelled appointment or another reason, contact HomeGauge Support by email at support@homegauge.com.