Overview

Welcome to Inspections! Inspections is both a mobile app and a comprehensive software that you can access and manage online. After downloading the app or logging into the online web portal (Happy Manage), you can manage properties, units, and templates. This guide provides a tour of the main sections and features across both the app and the web portal to help you get started.

Requirements

To log in to the Inspections app or Happy Manage, you must have the correct account details:

• Joining an existing company: Use the login details provided by your business Admin or your Customer Success Manager at HappyCo. Alternatively, ask a colleague to send you an invitation.
• Creating a new company: Only create a new account if you are setting up a brand new company account.

Important: Do not create your own new account if you are supposed to be part of an existing company account. Your company's data is only linked to their specific account.

Key Concepts

Accessing and Navigating

• On the App: Once you log in, tap the menu button in the top left corner to expand the menu column and navigate the different areas of the app.
• On the Web (Happy Manage): Go to happy.co from your computer and log in. Click Let’s Get Started, then click on your folder.

Folders

The first section in your menu is the name of your folder. Folders are used to organize and manage multiple properties and units based on the access you have.

• In the app, folders contain four tabs: Units, Inspections, Templates, and Cloud.
• In Happy Manage, folders contain four tabs: Units, Inspections, Reports, and Templates.

Units

This tab contains the units at a property that you can inspect. When you tap on a unit, you can view drafts, completed inspections, and completed reports for that property. In the app, use the buttons in the top-left corner to navigate back to the main menu.

Inspections and Reports

This tab allows you to find specific inspections.

• App: You can sort, filter, and search. You can also start a new inspection, copy an existing one, or schedule a future inspection.
• Happy Manage: You can view all of your synced inspections and reports. At the top of the Inspection List view, you can filter to show inspections by status: Open (Scheduled, Draft), Complete, and Expired.

Templates

Templates act as digital inspection forms. The Inspections app comes with one template already pre-loaded. You can create your own templates from scratch or browse the Template Library online at happy.co.

Cloud (Syncing)

Syncing is the process of uploading your collected data to the internet storage system, known as the Happy Cloud.

• Data uploads in two streams: one for sending text/values and one for sending photos. The app's Cloud tab lets you monitor the progress of both.
• Before data is synced, it exists only on your device. After syncing, you can access your data from Happy Manage or any device where you log in.

Account and Functionality Differences

There is functionality available in Happy Manage that is not available on the app, such as managing your name, changing your password, and managing devices. Conversely, there are features available on the app that aren’t available in Happy Manage.

• App Bottom Menu: Includes Support, Settings / Account Profile, and Log Out.
• Happy Manage User Settings: By clicking on your initials online, you can change your password and manage your devices.

Steps

Managing Your Devices

You are limited to using two devices with your account. If you attempt to use more, you will receive a notification that you can only use two devices. If this happens, follow these steps to remove an old device:

1. Log in to Happy Manage from your computer at happy.co.
2. Click on your initials.
3. Go into the Devices tab.
4. Remove the device you are no longer using. This will allow you to log in with your new device.

FAQs

What happens if my data is not synced?

Before your data is synced, it will only exist on the specific device where it was collected. You will not be able to view it in Happy Manage. You must sync it to the Happy Cloud to access it on other devices or on the web.

Why shouldn't I create my own account when logging in for the first time?

If you are part of a company's account, you need to use the login details provided by your Admin or an invitation from a colleague. If you create your own new account, you will not be linked to your company's existing data or properties.

What should I do if I can't find a setting in the app?

Because there are functionality differences between the app and the online portal, certain settings—like changing your password or managing your devices—can only be accessed by logging into Happy Manage from a computer.

How do I get more inspection templates?

The app includes one pre-loaded template, but you can easily create your own from scratch or browse the online Template Library at happy.co.