Editing Pre-filled Template Values: setting pre-filled values in your Unit Walk template will set default values across all Scheduled unit inspections.

Manage: manage.happyco.com

• Click the Settings icon in the bottom left

• Click Inspection Templates

• Click on the Template you would like to edit (search by property name in the search bar if you need help narrowing the list down!)

• Click Edit Template

• Select ratings for all items you wish to Pre-fill (you'll know this worked because the rating icons will be colored in)

• Hit Save & Exit

Upon Saving, all changes will update as default values across all Scheduled inspections created from the template. Draft and Complete inspections will not be updated.

If you would like to apply this change to all future Unit Walks, update the Template stored in your "Sandbox" or "Test Property" folder. If you're having trouble finding this Template, please reach out to dd@happy.co for assistance, we're happy to help if you're unsure!

Important: When template settings are modified, inspections that were already in progress may retain the previous template's requirements. This means that if a field like 'reason for no entry' was made optional in a new template, existing in-progress inspections might still require that field to be completed before they can be closed.

If changes are not reflected immediately, make sure your device is connected to cell data/wifi, go to the Templates tab, and pull down in the in the middle of the screen to force refresh.

Note: If you have preselected finish outs for a unit walk inspection but only inspected a subset of the units, the preselections will still be applied to all units, including those not inspected. However, you don't need to clear out the preselections for uninspected units. Any units in Scheduled status will not be included in the reports, so no additional action is required. The preselections will only be applied to the units that were actually inspected and marked as Complete.