Now you have all the tools necessary to use this software successfully and become a Happy Inspector.

Let’s review what we’ve learned by performing a sample inspection from start to finish.

  1. When you’re ready to perform an inspection, tap on the Property
  2. Tap on the plus sign
  3. Tap Start a New Inspection
  4. Choose the template specified by your company
  5. Record information by tapping on the appropriate ratings, typing in notes, and taking pictures
  6. When you’re done inspecting, generate a report by tapping the plus sign in the upper right
  7. Choose the Standard Report Type for all non-comparison reports, or choose the Move-In, or Move-Out Report Type for comparison reports. I’ll choose Standard.
  8. Tap on Settings
  9. Select your Preset
  10. Tap the checkmark
  11. Sign your report by typing in your name
  12. Tap Sign Now
  13. Draw your signature with your finger
  14. Tap the checkmark
  15. Tap Share and enter an email or Choose Recipient From Contacts on your device
  16. Tap Send

Remember that you can also start an inspection by Scheduling a Future Inspection or if you’re performing a Move-Out inspection, you can Copy a Previous Inspection. And, online, in Happy Manage, you can edit inspections, and generate and download reports.

Should you ever encounter any difficulty, please contact us at Support@Happy.Co or check out our resources at hpy.io/support.

This concludes the Happy Guide training course for enterprise Inspectors.

Thanks for joining us and Happy Inspecting!

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