Please note: Guest Inspections are sent from Happy Manage on the web, and not the mobile Inspections app. Be sure you're logged in to Happy Manage at www.happy.co.

Sending a Guest Inspection

• Once you're logged into Manage, navigate to the property folder using the Select Property drop down menu at the top

• Next, click on the Inspections tab under Apps on the left side

• In your inspections list, click on the 3 vertical dots to the far right of the inspection you wish to send

• Select Send Inspection

• A new window will appear, prompting you for the name and email address of the person you need to send the inspection to

• This window also allows you to select a due date, turn on the expire option, and add a message to be sent with the email as well

• Once you have finished filling out this information, click the Send button

• The recipient will receive an email with a link to complete the inspection

Requiring a Signature

The Guest Inspections can be configured to require a resident to sign them digitally upon completion. This signature will be automatically added to the report created. 

Please note: This feature is accessed through Template editing. If you do not have access to edit a template, be sure to reach out to an account administrator to enable this feature. 

• Click on the Settings (cogwheel) icon in the upper right corner of Manage

• Next, select Templates under the Setup section on the left

• Once in your template list, locate and click on the template you wish to edit

• This will open the template view, and display a template settings window on the right

• Click the Edit button to the right of Report Workflow

• The options for Enable Automated Workflow and Automatically Generate Report must first be turned on

• Once these are turned on, toggle on the option Require Signature (Guest Inspections Only)

• Once all the necessary options have been toggled on, click the Save button in the lower right