1. HappyCo
  2. Due Diligence, LFAs, and Reporting
  3. Unit Walk & Inspection Templates
Anna Wilkie
Updated

Unit Walk: Performing Unit Inspections

Anna Wilkie
Updated

The Due Diligence Inspections mobile app is where your walk team performs unit-by-unit inspections in the field. This article covers how to set up your device before a walk, how to inspect each unit, how to handle units that can't be entered, and how to make edits to a completed inspection when you need to.

This article covers unit inspections. If you need to perform Common Area inspections (for building exteriors, amenities, etc.), those follow a different workflow — see Unit Walk: Performing Common Area Inspections.

What This Article Covers

  • Three Keys to a Successful Unit Walk
  • Using the correct app for Due Diligence walks
  • Preparing your device (initial download and sync)
  • Performing a unit-by-unit inspection
  • Handling No Entry (units that can't be accessed)
  • Returning to an inspection you initially couldn't complete
  • Filtering to find specific inspections
  • Editing a completed inspection

Three Keys to a Successful Unit Walk

Before your team heads into the field, make sure everyone understands these three principles:

  1. Download and sync all inspections before inspecting offline. Sync happens over Wi-Fi or cellular — see the Preparing Your Device section below for how.
  2. Inspections are pre-scheduled — never start a new unit inspection. Every unit already has an inspection ready to go in the mobile app. Starting your own creates duplicates that cause reporting confusion.
  3. There should be exactly one inspection under each unit at all times. If you see duplicate inspections, reach out to our team so we can clean them up before your walk finishes.

Using the Correct App

Due Diligence has its own standalone app — the Due Diligence Inspections app (shown on your homescreen as Happy DD). It's a separate app from any other HappyCo product, so you'll need to download it specifically from the App Store or Google Play Store. You won't find your Due Diligence walks in any other HappyCo app.

How to identify the correct app:

  • App name in the store: Due Diligence Inspections
  • App name on your homescreen: Happy DD
  • Icon: white background with a yellow/orange diagonal arrow pointing to the upper right
  • Publisher: HappyCo Inc.

Download links:

Preparing Your Device for the Walk

Before heading to a property with limited or no cellular coverage, your walk team should download all inspections onto their devices while on a strong Wi-Fi or cellular connection.

To download and sync inspections:

  1. Log into the Due Diligence Inspections (Happy DD) mobile app.
  2. Open the Property Folder for the walk.
  3. On the Unit Inspections screen, view the list of inspections.
  4. Pull down in the middle of the screen to refresh and load all inspections.

Once all inspections have populated, you can disconnect your device from Wi-Fi and cellular data and begin performing inspections offline.

Best practice for low- or no-signal properties: Put your device in Airplane Mode during the walk. Reconnect to Wi-Fi or cellular only to sync progress and download any updates. When you do reconnect, wait for the grey progress bar at the bottom of the screen to finish syncing before going back offline. Leaving the app to continuously retry a spotty connection can interrupt saves.

For a more detailed walkthrough of offline usage — including sync behavior and troubleshooting — see DD Mobile App: Using the Mobile App with Limited or No Connectivity.

Performing a Unit-by-Unit Inspection

  1. Navigate to the Unit Inspections screen.
  2. Tap to enter a unit.
  3. Tap the Scheduled Inspection to begin.

  4. When prompted:

    • If the unit is accessible → select Yes, Start Inspection and proceed with the inspection.
    • If the unit is not accessible → select No and provide a reason for the No Entry (see Handling No Entry below).

  5. When you've finished the inspection, tap Complete at the bottom right.

    dd_app_complete_button.webp

The inspection will be marked as Complete and you'll return to the Unit Inspections screen, ready for the next unit.

Speed tips. A few features can help your team move faster in the field:

Handling No Entry (Inaccessible Units)

If a unit can't be walked or entered (locked out, occupant unavailable, etc.):

  1. When starting the inspection, select No to the "Start Inspection" prompt.
  2. Select a reason for the No Entry from the options provided.
  3. The inspection will be marked appropriately, and you won't need to fill out the remaining required items on the form.

Inspections marked as No Entry will show up in Ready to Start or Draft status in the app. You can also view a full list of units that couldn't be walked in the Due Diligence Progress Dashboard in Manage.

For a full walkthrough of the No Entry feature — including screenshots and edge cases — see DD Mobile App: No Entry Workflow.

Returning to an Inspection You Initially Couldn't Complete

If a unit was initially marked as No Entry but you're now able to walk it:

  1. Use the filter icon to find inspections in Draft or Ready to Start status.
  2. Select the unit you want to inspect.
  3. Tap Start Inspection — this will remove the No Entry reason.
  4. Complete the inspection as usual.

Filtering Inspections

To find specific inspections quickly, tap the filter icon in the top-right corner of the Unit Inspections screen. You can filter by:

  • Complete — inspections that have been finished
  • Draft — inspections that were started but not finished
  • Ready to Start — inspections that haven't been started yet (including units originally marked as No Entry)
  • No Entry — inspections marked as unable to be walked

Heads up on default filters. The default view on the Unit Inspections screen shows only Ready to Start inspections, and filters reset to the default when you log out and back in. If your unit count looks different from what you were expecting, check your active filters first — inspections may just be filtered out of the current view.

Editing a Completed Unit Walk Inspection

If you need to update a completed inspection:

  1. Use the filter options to view Complete inspections.
  2. Select the inspection you want to edit.
  3. Tap to unlock the inspection.
  4. Make your changes.
  5. Complete the inspection again to lock it back in.

Important considerations when editing

  • Template changes during an ongoing walk can affect editing. If your inspection template was updated after this inspection was originally completed, some fields may behave differently. Confirm the template hasn't changed before making significant edits.
  • Sync before you edit. Make sure your device has synced the latest inspection data before making changes — see Preparing Your Device above for how.
  • Complete and sync before switching app versions. If you need to switch between app versions while editing inspections, finish and sync any current edits first to avoid losing work.

Related Articles

For deeper guidance on specific features and scenarios:

Template setup and editing:

Mobile app workflows:

Other inspection types:

FAQ:

Need Help?

The Due Diligence team is happy to assist:

Hours of operation: M–F, 7 AM – 5 PM PST

 

Further Reading

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