HomeGauge Business Bundle
Uploading bids/quotes/invoices — frequently asked questions

How do I upload my document?
Documents can be uploaded by either using the built in upload ability of the HomeGauge or InspectGauge software (watch a tour)

OR, simply using our online "manual upload" form to upload your documents (estimates, invoices, change orders etc.) in Adobe Acrobat (.pdf) or MS Word (*.doc) you can browse for your document , upload and then set viewing permissions, forwarding permissions and dynamic tracking of your document. Storage of your document when uploaded is automatic (for 5 years minimum)

What do I do if I already have used a customer once?
You do not need to create a new account for the customer each time you do an inspection for them. Remember that their user name and password are created one time and used for every document you send them. They can change their user name once they sign in with it and the HomeGauge system will still work.

What are 3rd PARTY emails?
This is a method for sending someone a document without creating a username/password for them. Doing this will just send them a link with a password to view the document.

The third party password I sent no longer works. What happened?
This can happen if you keep changing the password for that report. When using 3rd party email as intended, one password is all you need to create. Then as others want that same report, you can send them a link but leave the password alone.

What is "Make Report Public"?
This is a method for sending someone a document without password protecting it.

Brand your company's website!

Can customers get their document at my own website instead of HomeGauge.com or instead of emailing a big bulky and slow PDF attachment?
Yes! This is excellent branding of your company website. Start promoting your company's website by having them come to your site to pick up their document! Here's How:
Currently, when you upload a document and send them the link and password, they are brought automatically to the sign in at www.HomeGauge.com. But if you have your own website, you could be branding your website by having the customers arrive at yourname.com to pick up their report. To drive customers to your site, you need to first send a block of html code (below) to your web admin to insert into a web page where the agent or buyer can sign in. Secondly, you need to change the link on your uploaded reports email notification. Follow the easy steps below and start driving customers to your website today!

Step 1
If you have your own website (not through HomeGauge), just copy/paste the form code below into the html of your website, or email it to your webmaster. You are welcome to modify the appearance of the login form however you like. Once you have the login form working on your website, you can change your email report notifications to point to your website instead of HomeGauge.com. If you use the HG website builder or our Full Service, this form is already available to you in the website builder.

Step 2
Go to your list of uploads on HomeGauge.com (you must sign in), pick a random upload if you have not yet begun to upload inspections. Go to the uploaded report and click on the link to send a notification email. At the bottom of that page you should see a button to Edit your default email message. On that page, change the "${SIGNIN}" text to the address of the web page on your website where you have your login form. Be sure and use http://www.yourname.com/mypage.html (where mypage.html is the page that contains your login form).

It's that easy! Automatically send customers to your website. Before long, your customers will know that they can see their documents anytime by going to your website and signing in.

Step 3
Be sure to share your HG Network on your website! Just copy/paste the form code below into the html of your website, or email it to your webmaster.

**Make sure your site has a working login form before changing your email notifications. The form can be on any page, but make sure the email links to the page with the form on it.

Need help with branding your company website above? Call us 877-274-4299

How do I download a document from the website?
Click on the My Reports link after logging into HomeGauge.com. This link is at the top of the menu on the left hand side of your screen. If you do not see this link, make sure you are logged into HomeGauge.com and click the Dashboard tab in the upper right.

Do you still have other questions? Try the online HG Community for inspectors.