Now you have all the tools necessary to use this software successfully and become an Inspections master!

Let’s review what we’ve learned by performing a sample inspection from start to finish.

  1. When you’re ready to perform an inspection, tap on the Property
  2. Tap on the plus sign
  3. Tap Start a New Inspection
  4. Choose the template specified by your company
  5. Record information by tapping on the appropriate ratings, typing in notes, and taking pictures
  6. When you’re done inspecting, generate a report by tapping the complete button
  7. Preview the report or finalize without signing
  8. Sign your report by typing in your name
  9. Tap Sign Now
  10. Draw your signature with your finger
  11. Tap done
  12. Tap Share and enter an email or Choose Recipient From Contacts on your device
  13. Tap Send

Remember that you can also start an inspection by Scheduling a Future Inspection. And, online, in Happy Manage, you can edit inspections, and generate and download reports.

Should you ever encounter any difficulty, please contact us at Support@Happy.Co or check out our resources at hpy.io/support.

This concludes the Happy Guide training course for enterprise Inspectors.

Thanks for joining us and Happy Inspecting!

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