Now you have all the tools necessary to use this software successfully and become an Inspections master!
Let’s review what we’ve learned by performing a sample inspection from start to finish.
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Log in to your account.
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When you’re ready to perform an inspection, tap on the Unit,
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Tap on the plus sign
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Tap Start a New Inspection
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Choose the template specified by your company
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Record information by tapping on the appropriate ratings, typing in notes, and taking pictures
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When you’re done inspecting, generate a report by tapping the clipboard in the bottom right
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Tap Create New Report
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Choose the Standard Report Type for all non-comparison reports, or choose the Move-In, or Move-Out Report Type for comparison reports. I’ll choose Standard.
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Select your Preset
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Tap the checkmark
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Sign your report by tapping the Pen icon
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Tap Sign Now
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Draw your signature with your finger
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Tap the checkmark
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Tap Share and enter an email or Choose Recipient From Contacts on your device
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Tap Send
Remember that you can also start an inspection by:
And, online, in Happy Manage, you can:
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Edit inspections
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Generate reports
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Download reports
Should you ever encounter any difficulty, please contact us at support@happy.co or check out our resources at hpy.io/support.
This concludes the Happy Guide training course for enterprise Inspectors.
Thanks for joining us and Happy Inspecting!