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
Troubleshooting Delivery
Double-check that you've entered the recipient's email address correctly before sending
If the recipient doesn't receive the inspection, ask them to check their spam or junk folder
Ensure the inspection is fully completed and saved before sending
If delivery issues persist, try sending from a different email account or contact customer support for assistance
- 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