This Help Article covers:

  • Difference between Sections and Items
  • Expanding and Collapsing Sections in your Inspections on iOS
  • Expanding and Collapsing All Sections in your Inspection on iOS
  • Jumping to a Section in your Inspection on iOS
  • Inserting a Section during an Inspection
  • Renaming a Section during an Inspection
  • Removing a Section during an Inspection
  • Reordering the Layout of Sections in your Inspection

Please note: 

Difference between Sections and Items

Happy Inspector Templates, the basis of your inspection, have three elements.

  • Overview: short text fields at the top of an inspection. 
  • Sections: groupings of items which are the bulk of your Inspection
  • Summary: longer text fields at the bottom of your inspection

Sections often equate to rooms, eg Bedroom, Dining Room, Lounge Room, in contrast items are elements in the room such as walls, flooring, doors, etc.

Sections in your Inspection screen are marked with gray titlebar of each room and it's name for example Entry, Bedroom, or Kitchen and the list of room items underneath.

Customizing Sections and Items in your base template will mean the changes flow through to ever inspection started from that template. This covered in our Help Article Templates Editing the Layout of your Template.

You can however, customize the sections and items in your inspection on a one-off basis. For example, you can have your base template setup to have three bedrooms, a lounge room, kitchen and dining room. Then, when you're at an inspection of a two bedroom property you may want to remove one of the bedrooms and reorder the layout to better reflect the layout of the property and the way you walk through it. In this case, you can follow the steps outlined below to customize the layout of the inspection.

This is very helpful feature because you can then copy this inspection the next time you're inspecting the property and all these changes will flow through to the new inspection, as well as photos, ratings and notes you may want to bring into it, see our Help Article: Copying a Previous Inspection for details on this.

Collapsing and Expanding Sections in your Inspections on iOS

To collapse or expand a section in your inspection look for and tap the small, chevron icon (>) at the left of the section's title. This will collapse all of the items in the section.

To expand a collapsed section, tap the chevron again and all the items will be displayed again.

During an inspection this is a helpful feature which can be used to 'mark' a section as complete.

Collapsing and Expanding All Sections in your Inspection on iOS

To collapse all of the sections in your inspection, look for and tap the double chevron icon in the middle, at the bottom of your screen.

All of the sections in your inspection will collapse and you'll have only the gray titlebars and the Insert Section button on your screen.

Jumping to a Section in your Inspection on iOS

To quickly jump to a particular section in your inspection, look for and tap the inverted arrow icon at the bottom right of your inspection screen.

Tap this and the list of all of your inspection's sections will appear on the screen.

Tap the section you would like to navigate to and your inspection will jump to that section.

Inserting a Section during an Inspection

To insert a section into your inspection, on your iPhone or iPad look for and tap the Insert Section button on the bottom right of the section above where you would like to insert the new section. 

On your Android phone or tablet, tap the Insert Item or Section  button at the bottom of the section above where you would like to insert the new section then tap Insert Section.

You will then see a list of your inspection's sections.

If you want to add a duplicate of an existing section into your inspection, tap the section you would like to add. Any changes you've made copy into the new section.

If you want to add an empty section, tap Blank Section.

The new section will then appear in the screen allowing you to inspect it straight away.

These changes will only be made to this specific inspection and any copied from this inspection. If you would like this to be for all inspections using the same template in the future, edit your template on Manage.

Renaming a Section during an Inspection

If you would like to change the name of a section, for example from Bedroom 1 to Master Bedroom, you can rename a section.

To rename a section on your iPhone or iPad the Pen and Paper icon at the very bottom of your screen, on the left of the three icons. On your Android device tap the Edit button at the top right of the inspection screen next to the pencil.

The screen will then pop open to reveal the Editing Layout screen. 

On your iPhone or iPad tap the name of the section you would like to change, enter the name of the section in the Edit Section window then tap the checkmark at the top right. On Android tap the name of the section you would like to change then tap the back button.

The section will now have the new name.

On iPhone or iPad tap the checkmark at the bottom-left of the Editing Layout screen when you've finished making your changes to return to your inspection. On Android tap the back button at the very top left.

These changes will only be made to this specific inspection and any copied from this inspection. If you would like this to be for all inspections using the same template in the future, edit your template on Manage.

Please note, if you're preparing a Move Out inspection and report, that any changes to the sections you make will affect the layout of the final report. It is not recommended to alter the section names and order for a Move Out inspection.

Removing a Section during an Inspection

If you would like to remove a section completely from an inspection on your iPhone or iPad look for the Pen and Paper icon at the very bottom of your screen, on the left of the three icons. On your Android device tap the Edit button at the top right of the inspection screen next to the pencil.

The screen will then pop open to reveal the Editing Layout screen. 

On your iPhone or iPad tap the name of the section you would like to remove then tap Delete Section and confirm the deletion.

On Android tap the pencil next to the name of the section you would like to remove then tap the trash can icon at the top right of the Edit Section window.

The section will now be removed from the inspection.

On iPhone or iPad tap the checkmark at the bottom-left of the Editing Layout screen when you've finished making your changes to return to your inspection. On Android tap the back button at the very top left.

These changes will only be made to this specific inspection and any copied from this inspection. If you would like this to be for all inspections using the same template in the future, edit your template on Manage.

Please note, if you're preparing a Move Out inspection and report, that any changes to the sections you make will affect the layout of the final report. It is not recommended to alter the section names and order for a Move Out inspection.

Reordering the Layout of Sections in your Inspection

If you would like to change the order of all of your sections in your inspection, for example to better reflect the layout of the rooms in the unit or property you're inspecting, so you don't have to continually scroll up and down through your device, you can reorder your sections. 

To reorder your sections on your iPhone or iPad look for the Pen and Paper icon at the very bottom of your screen, on the left of the three icons. On your Android device tap the Edit button at the top right of the inspection screen next to the pencil.

The screen will then pop open to reveal the Editing Layout screen. 

On your iPhone or iPad then tap the Reorder Sections button at the bottom right which will reveal a list of all of the sections with a small hamburger icon to the right. Tap and hold on the hamburger and slide it to move and re-order your sections. Tap the checkmark when you're done.

On Android tap the Reorder Sections button at the top right and in a similar fashion, tap and hold the small hamburger icon to reorder your sections then tap OK when you're done. 

To return to your inspection, on iPhone or iPad tap the checkmark at the bottom-left of the Editing Layout screen, on Android tap the back button at the very top left.

These changes will only be made to this specific inspection and any copied from this inspection. If you would like this to be for all inspections using the same template in the future, edit your template on Manage. 

Did this answer your question?