What is a template?

They're just like the paper inspection forms you're used to — except online and yours to edit! Templates are also the foundation for your inspections and reports in Happy Inspector.

You can configure them in all kinds of ways, including:

  • Adjusting the number of sections and items
  • Switching the layout or order of items
  • Changing rating sets to "yes/no" or numeric values, etc.

Feel free to check out the Templates section of our Help Articles for all the details. If you have any questions, reach out to us at support@happy.co.

How do I add a template to Happy Inspector?

First thing's first: make sure you're in the Templates section of the app (the icon has a circle, triangle, and a ruler)! Then…

  • Tap the plus sign at the bottom left of your phone screen or top right of an iPad
  • Browse the template library
  • Once you find a template you like, tap the "Get" button in the top right corner of your screen

If you have an Android device, you can manage your templates through our website. Read more.

How do I copy an existing template in my Happy Inspector account?

(Note: this option is only possible if your company allows!). If it does...

  • Under the Templates section, tap the plus button at the bottom of your screen
  • Tap "Duplicate Existing Template" and you're all set with a backup copy.

If you have an Android device, you can manage your templates through our website. Read more.

How do I delete a template from my account?

  • Hop into the Templates section of your app
  • Find the template you want to delete and slide it to the left
  • Tap the red "Delete" button that appears
  • If you can't slide the template to the left, that means you don't have the ability to delete templates based on your organization's permissions

If you have an Android device, you can manage your templates through our website. Read more.

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