If you are an account administrator, it is easy to edit templates for your inspections! Only account administrators have access to the template menu.

To edit templates, you'll just need to click on the Settings button, which can be found in the upper right hand corner of your screen. From there, click Templates on the left menu.


Once you select your template within Manage, you should be on this screen:



Click on "Edit Template" over on the right side of the screen, and then click on the section that needs editing.

The info in the (i) circle can be edited by the Info section on the right side.


For a new section, in each category, you can click "Add new item" for anything that should be added to the bottom of the section.

Not wanting to create or edit your own templates? That's okay, we are able to create them for you, but that does come at a cost! Please reach out to support@happy.co for more info on templates!

Was this article helpful?
0 out of 0 found this helpful