

Scroll through and click on the item you wish to edit. When a template has been selected and you are working in an active report, all the component sections will be listed on the Home Screen.

Use the drop down near the top of the page to access the template categories.Ĭlick on one of the templates to select it. When you click Select Report Template, you are able to select from the templates currently on the device.

Access the Home Screen again and click Menu > Open Report.For downloading multiple appointments at once, click Select in the top corner and place a check next to each appointment you would like to download. If you want to download a single appointment, click into that appointment and the click Save in the top corner.Start a Report From a Downloaded Appointment Click Select Report Template and select a template to start.From the Home Screen, click into sections for Customer, Report Info, Misc (if appropriate) and fill out the info.You can either start a new report from the companion, download an existing appointment, or start from a cloud report. The Menu button, shown above, will display options such as New Report, Open Report, Save Report, More, HG Services, and About. When you first open the HG Companion, you will be brought to the main home screen.īy default, the home screen will always show the sections for Customer, Report Info, Misc and Select Report Template.

After you are signed in, you can use the other options to get cloud templates, appointments or reports.
