Assigning inspections to specific members of your team can help avoid confusion among inspectors.
To assign an inspection:
- Sign in to Happy Manage at www.happy.co
- Select the property you are working under
- Select Inspections from the left sidebar menu
- Find the inspection you want to assign (you may wish to use the search bar function at the top of the list) but don't click the inspection. Instead...
- Click the Unassigned button just below the Inspection's date, or the Assign Inspector option to the right
- This will open a drop-down menu of your team's names - select the name you need
...and you're done!
To edit the assignee:
You can always go back and change the name of the person you're assigning the inspection to, if necessary, by repeating the above steps.
Please remember that you can only assign an inspection to a team member who has access to the property you're working under, so be sure to grant them access to the property first!