Welcome to Inspections!
Now that you've downloaded the app and you're ready to get started let's take a tour of the interface together.
Logging in for the first time
Log in to the Inspections app with the details given to you from you business' admin
If you haven’t received your login details yet, contact your business' appointed Admin or your Customer Success Manager at HappyCo
Be sure not to create your own, If you are part of a companies account
Once you log in, hit the menu button in the top left corner
This will expand the menu column which will allow you to navigate different areas of the app
Tap the first section
This is the name of your folder
Folders are a useful way to organize and manage multiple properties and units
You may have one or more folders depending on what access you have to your company’s inspection properties
In each folder, there is a Units, Inspections, Templates, and Cloud tab
These are the units at a property that you can inspect
When you tap on a unit, you can see drafts, completed inspections, and completed reports for that property
To get back to the main menu tap the buttons in the top-left corners
If you want to find a particular inspection you can find it by sorting or filtering
From the Inspections tab, you can:Filter and search your inspections
Press the top left icon to go back to the main menu
You can think of a template as a digital inspection form
You can browse the Template Library online at happy.co
The process of uploading your data to our internet, storage system, or the Happy Cloud, is called syncing
Before your data is synced it will only be on the device it's collected on
After syncing your data to the cloud you can access your data from any device or computer where you can log in to your Inspections account
This tabs allow you to monitor the progress of your data syncing
Back to the menu, you will also see three tabs at the bottom
The Support tab will give you quick access to our support staff if you run into any trouble.
This will allow you to change settings on your device
Logging out allows you to sign out of your account
And that leads us to the end of our Inspections tour. Now that you're familiar with the app you can move on to the next section and learn how to perform your first inspections.