What is a template?

Templates are like an inspection form you'd use in the offline world. They're the basis for your inspections and reports in Happy Inspector.

Happy Inspector templates are highly configurable. You can adjust the number of sections and items, switch the layout around, cater to different types of assets with template outlines, and change all of the ratings, and more.

Please have a browse through these Help Articles in the Templates section and if you have any more questions, just ask our friendly Support team.

How do I add a template to Happy Inspector?

Adding a template from our Template Library is easy, just make sure you're working in the Templates section of your app (look for the Modern Art type icon and make sure the titlebar is blue with the word Templates in it). Then tap the plus button at the bottom of your app on your iPhone, or top right of your iPad. Then Browse Template Library. Once you find one you like, tap Get up the top right.

For your Android device, managing your templates is done on our website happy.co. You can find more information on that in our Help Articles on Manage.

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

If your organization is setup to allow it, you can copy one of your existing templates which is already in your account by tapping the plus button of your Templates section, (at the bottom of your app on your iPhone, or up the top right of your iPad) then tapping Duplicate Existing Template. This is an excellent way to make a backup if you're going to be editing your template.

For your Android device, managing your templates is done on our website happy.co. You can find more information on that in our Help Articles on Manage.

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How do I delete a template from my account?

To delete a template, look for the one you want to delete in your Templates section of your app then slide it to the left and tap the red Delete button. If your templates don't slide to the left then the ability to delete templates may have been disabled for your organization.

For your Android device, managing your templates is done on our website happy.co. You can find more information on that in our Help Articles on Manage.

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