How to add Home User Guide Variables.

Written By Oliver Perry

Last updated About 3 hours ago

Add site specific HUG variables such as key contacts for customer care, warranty provider and managing agents; utilities suppliers, local council and heating systems.

Finalising Home User Guide Variables 🏡 - Watch Video

To outline the steps to review and finalise the home user guide content before granting customer access to a site.

Key Steps

1. Review Home User Guide Content 0:00

  • Ensure the home user guide content has been reviewed and finalized before customer access.

  • Log in to Guided.

2. Search for the Site 0:08

  • Use the search function to locate the specific site you are working on.

3. Navigate to Home Guide Content 0:15

  • Click through any questions to access the home guide content.

  • Find the home guide content under the appropriate tab.

4. Access Configuration Tab 0:24

  • Go to the configuration tab to review home guide variables.

5. Control Functionality 0:24

  • Set up and control available functionalities, such as:

    • Turning off inspections capability.

6. Set Key Contacts 0:42

  • Set up the key contact for customer care by:

    • Choosing an existing contact or entering a new company with contact details.

7. Manage Warranty Provider 0:55

  • Set up the warranty provider by:

    • Reusing an existing warranty provider or creating a new one.

8. Configure Account Variables 1:06

  • Set up other variables including:

    • Defect liability period (e.g., 24 months).

    • Warranty period (e.g., 10 years).

    • Gas supplier (turn off if not applicable).

    • Heating supplier (specify if applicable).

    • Electricity supplier (e.g., Aeon).

    • Water supplier.

9. Finalize Setup 1:23

  • Review all categories and variables to ensure they are correctly turned on or off as needed.

Cautionary Notes

  • Double-check all contact details for accuracy before finalizing.

  • Ensure that all necessary functionalities are enabled or disabled according to site requirements.

Tips for Efficiency

  • Familiarize yourself with the Guided interface to navigate quickly.

  • Keep a checklist of required variables to ensure nothing is missed during setup.