Templates are like the paper inspection forms you're used to, except online and yours to edit. They are the foundation for your inspections and reports in the Happy Property: Maintenance app.

What you can change in a template

You can configure templates in all kinds of ways, including:

• Adjusting the number of sections and items
• Switching the layout or order of items
• Changing rating sets to "yes/no" or numeric values, etc.

Add a template in the Happy Property: Maintenance app

  Open the Templates section of the app

Go to the Templates section of the app. Its icon has a circle, triangle, and a ruler.

  Tap the plus sign

Tap the plus sign at the bottom left of your phone screen or top right of an iPad.

  Browse the template library

Browse the template library.

  Get the template

Once you find a template you like, tap the "Get" button in the top right corner of your screen.

Copy an existing template in the Happy Property: Maintenance app

1. Tap the plus button in Templates
   Under the Templates section, tap the plus button at the bottom of your screen.
2. Tap Duplicate Existing Template
   Tap "Duplicate Existing Template".

     Tip

   This gives you a backup copy of the template.

Delete a template in the Happy Property: Maintenance app

1. Open the Templates section of the app
   Go to the Templates section of your app.
2. Slide the template to the left
   Find the template you want to delete and slide it to the left.
3. Tap Delete
   Tap the red "Delete" button that appears.

Add, copy or remove a template in Manage

In Manage, go to Settings > Templates.

• To add a template, select New Template to build one, or Import Template to bring one in.
• To copy a template, use Duplicate on an existing template.
• To remove a template, archive it. Templates in Manage are archived, not deleted.

Before you change rating icons in Manage

• You need the Edit Inspection Templates permission.
• With Restricted editing of shared Inspection Templates, you can only change templates shared with your properties.

Choose rating icons in the Manage template editor (including legacy icons)

  Open Templates in Manage

In Manage, click the Settings gear (top right), then open Templates.

  Open the template for editing

Open the template, then click Edit Template.

  Open the rating options

If items show Edit options (new editor), click the item, then click Edit options. If you see Edit Rating Sets (old editor), click Edit Rating Sets, open the rating set, then click a rating.

  Choose an icon for each rating

In the new editor, click the icon next to a rating to choose its symbol and color. In the old editor, choose an icon under Custom Symbol. Each grade has its own tab.

  Save your changes

In the new editor, click Save. In the old editor, click Update Rating Sets. Then click Save & Exit.

Frequently asked questions

Is there a separate option for legacy rating icons?

No. You choose icons one rating at a time, and where you do it depends on which editor you have: Edit options in the new editor, or Custom Symbol in the old editor.

Can I pick a whole rating icon set at once?

No. In both editors you pick icons one rating at a time. In the new editor, a preset in Option set fills in the labels, colors and icons for every option at once, and you can then change each icon individually.

Why can't I see Settings in Manage?

The Settings menu only shows for roles that have access to it. If you see the Dashboard but no Settings option, ask your account Administrator to check your role.

More help with templates

Check out the Templates section of our Help Articles for all the details.

Submit a request to HappyCo Support →