Pre-filling values in your Unit Walk template sets default ratings across all Scheduled inspections created from that template. This saves your walk team time in the field — inspectors don't need to tap the same value on the same items in every unit, and they can focus their attention on the items that actually need it. Pre-filled values can still be changed by inspectors during the walk if a unit's actual condition or specification differs, so this is a starting point, not a lock-in.
What This Article Covers
- When and why to use pre-filled values
- Which template to edit (property-specific vs. all future walks)
- How to set pre-filled values
- What happens after you save
- How pre-filled values behave on uninspected units
- Syncing changes to the mobile app
Before You Start — Best Practices
Edit before the walk begins. Pre-fill changes only apply to inspections still in Scheduled status. Draft/In Progress, and Completed inspections won't pick up new pre-fills — so set your pre-filled values before your walk kicks off (or before any given unit is started).
Common use cases for pre-fill. Pre-fill works well for items where you have a good sense of the default. A few common patterns:
- Type fields — e.g., "all bathrooms have Tile flooring," "all kitchens have Granite countertops."
- Condition ratings — e.g., assume all items are in Good condition unless an inspector flags otherwise. Common for new construction or recently renovated units.
Inspectors can override any pre-filled value on individual units where the actual value differs.
Which Template to Edit
For each Due Diligence order, our team creates a duplicate of the master template that is shared with your DD Test Property folder only. Depending on the scope of your pre-fill change, you'll edit a different template:
- For pre-fills that apply only to a specific property: Edit the template that's shared only with that property. Changes apply to that property's inspections only.
- For pre-fills that should apply to all future Unit Walks: Edit the template stored in your DD Test Property folder. Because future property-specific templates are duplicated from this master, changes here propagate to every new order going forward.
⚠️ Critical: Do not edit or change the Property Sharing Settings on any template. Doing so may break the link between the template and the inspections scheduled against it, which can cause all inspections to error. If you need to change template sharing, submit a Service Request and our team will handle it.
Setting Pre-filled Values
- Log into Manage at manage.happyco.com.
- Click the Settings icon in the bottom left.
- Click Inspection Templates.
- Click on the template you'd like to edit. Use the search bar to narrow the list — searching by property name works well.
- Click Edit Template.
- Select the rating you want to pre-fill for each item. You'll know a pre-fill is set because the rating icon will appear colored in rather than empty.
- Click Save & Exit.
Once saved, the pre-filled values will apply to all Scheduled inspections created from that template.
What Happens After You Save
- Scheduled inspections update automatically with the new pre-filled values.
- Draft/In Progress, and Completed inspections will not be updated.
Pre-filled Values on Uninspected Units
If you pre-fill values for a walk but only inspect a subset of the units, the pre-selections stay applied to all units — including the ones your team didn't inspect. You don't need to clear the pre-fills on the uninspected units. Any unit still in Scheduled status is excluded from your reports, so no additional action is required. Only inspections that were actually completed and marked Complete will show up in the outputs.
Syncing Changes to the Mobile App
If pre-filled value changes don't appear immediately in the Due Diligence Inspections mobile app:
- Make sure your device is connected to Wi-Fi or cellular data.
- Go to the Templates tab in the app.
- Pull down in the middle of the screen to force a refresh.
The updated pre-filled values should appear once the sync completes.
Related Articles
- Due Diligence: Editing Your Inspection Templates — the broader template editing article, including rating set configuration, adding sections, and working with outlines.
- Due Diligence: Performing a Unit Walk Inspection — how walk teams perform inspections, including how pre-filled values appear on the mobile app in the field.
- DD Mobile App: Applying Rating Values in Bulk — another way to speed up inspections by applying the same rating to multiple items at once, in the moment.
Need Help?
The Due Diligence team is happy to assist:
- Submit a Service Request
- Email us at dd@happy.co
- For emergency, day-of support, give us a call at 447-427-7926 x2
Hours of operation: M–F, 7 AM – 5 PM PST