Performing an inspection in the HappyCo mobile app means working through its sections and items: rating each item, adding notes, and taking or uploading photos. Use this guide during an active inspection, or when one inspection's layout needs sections or items added or removed on the go.

Before you start

Check these before you begin:

• An iOS or Android mobile device.
• An internet connection, required to use the Voice-to-Text note feature.
• The HappyCo app updated to the latest version, to upload files from your device library.
• Account administrator permissions, to edit base templates on the Manage tab.

How an inspection template is organized

An inspection is built on an Inspection Template, which contains three main components:

• Overview: short text fields at the very top of an inspection.
• Sections: groupings of items that make up the bulk of your inspection. They typically represent physical rooms or areas (for example Entry, Bedroom, Kitchen) and are shown by gray title bars.
• Summary: longer text fields at the very bottom of the inspection report.

Base templates vs. one-off customizations

One-off layout customization suits a property whose physical layout differs from your default template. For instance, you can adapt a standard 3-bedroom template for a 2-bedroom property by removing the unused bedroom.

• Base templates: editing a base template updates the layout for all future inspections created from that template. This is done on the Manage page and requires account administrator permissions.
• One-off customizations: customize sections and items on your mobile device during an active inspection. These changes apply only to that inspection and any inspections later copied from it.

Jumping to a section (iOS)

1. Open the sections list
   Tap Sections at the bottom of the inspection screen.
2. Review the list
   Review the list of all sections in your inspection.
3. Jump to a section
   Tap the target section.

     Tip

   The inspection jumps straight to that area.

Inserting a section into an inspection

  Find the section below the new one

Locate the section below where you want to add the new section.

  Tap Insert Section

Tap Insert Section on the bottom right of that section.

  Choose the section to copy

Review the section list and tap the section name you want to duplicate. Any custom layouts or configurations in that section copy into the new one.

Removing a section from an inspection

1. Open Editing Layout
   Tap Edit in the bottom-left corner of the screen to open the Editing Layout window.
2. Select the section
   Tap the name of the section you want to remove.
3. Delete it
   Tap Delete Section and confirm the deletion.
4. Leave editing
   Tap Leave Editing in the bottom-left corner to return to your inspection.

Inserting an item into a section

  Tap Insert Item

Scroll to the section where you want the item and tap Insert Item at the bottom of that section.

  Name the item

Enter the item's name.

  Add reference notes (optional)

Type any reference notes in the field provided.

  Check the rating set

Review the rating set. To change it, tap the chevron (>) to the right of the rating set and select another set from the list.

  Save the item

Tap Add Item to save and return to the inspection.

Removing an item from a section

1. Open Editing Layout
   Tap Edit (the Pen and Paper icon in the bottom-left corner of the screen) to enter the Editing Layout screen.
2. Select the items
   Tap the item or items you want to delete.
3. Remove them
   Tap Remove.
4. Leave editing
   Tap Leave Editing in the bottom-right corner to save your changes and exit.

Recording item ratings

  Find the rating options

Locate the rating options on the left side of the item.

  Tap the rating

For checkboxes, tap all circles that apply. For drop-downs and radio buttons, tap the single option you want.

  Undo a rating if needed

Tap the selected rating option a second time to clear it.

Adding typed notes to an item

1. Open notes
   Tap the Notes icon on the far right of the item.
2. Type your notes
   Use your device's keyboard to type your notes in the screen that opens.
3. Save
   Tap Done to save the note against the item.

Adding notes with Voice-to-Text (dictation)

1. Open notes
   Tap the Notes icon on the far right of the item to open the notes screen.
2. Start dictation
   Tap the Microphone icon on your device's keyboard.

     Tip

   It sits to the left of the spacebar on iOS and most Android devices. An internet connection is required.

3. Speak your notes
   Speak clearly in short phrases and say your punctuation aloud, for example "walls are clean period".
4. Save
   Tap Done to save.

Editing and deleting notes

1. Open the existing note
   Tap the grayed-out Notes icon on the right side of the item.
2. Change the text
   Edit or delete the existing text in the notes screen.
3. Save
   Tap Done to save your changes.

     Tip

   To exit without saving, tap the Cross (X) in the top-left corner. This closes the note editor and discards your edits.

Taking inspection photos with the in-app camera

  Open the camera

Tap the Camera icon on the right-hand side of the inspection item.

  Use the camera controls

• Capture photo: tap the white button. With device sound on, you hear a shutter click.
• Zoom: pinch the screen.
• Flash: tap the Lightning icon to toggle flash options.
• Switch camera: tap the Arrows icon to switch between front and back cameras.
• Review photos: tap the photo thumbnail in the bottom-left corner to view photos taken so far.

  Exit the camera

On iPhone, if you took photos, tap the white checkmark in the lower-right corner to save and exit. If you took none, tap the white cross (X) to exit.

Uploading existing photos from your device

1. Open the item's photos
   Locate the inspection report and tap the Photo icon on the item.
2. Choose the photo
   Select the option to upload an existing image from your device's photo library, or take a new photo to upload directly.

     Tip

   Uploading from your device library requires the latest version of the app.

3. Return to the inspection
   Tap the X in the bottom-right corner of the upload interface to return to the main inspection screen.

Photo limits: how many photos and what file size

There's no set limit on the number of photos you can add. The limit is on file size, and it applies to videos and file attachments.

• Photos: resized to 1080p before upload, from the in-app camera or your device's library.
• Videos and file attachments: up to 100 MB each.
• Videos recorded in the app: stop automatically at 1 minute, at 1080p.

Troubleshooting: app bugs, freezing or slow performance

1. Uninstall the app
   Uninstall the HappyCo app from your mobile device.
2. Reinstall the app
   Reinstall the app from your device's app store.

Frequently asked questions

Will changing my base template update active inspections?

No. Template customizations only apply to inspections created after the template has been updated and saved on the Manage tab.

Can anyone edit the default inspection templates?

No. Only account administrators can customize base templates. They make these edits through the Manage tab rather than in active mobile inspections.

Why shouldn't I reorder sections during a Move Out inspection?

Modifying section names or layouts during a Move Out inspection alters the structural layout of the final report, which can impact record consistency. It is best practice to leave these untouched.

If I delete an item from Bedroom 1, will it disappear from Bedroom 2 as well?

No. One-off item deletions are section-specific. Deleting Windows from one bedroom keeps the Windows item intact in all other bedroom sections.

Can I dictate notes while working offline?

No. Your device needs an active internet connection to process and convert Voice-to-Text dictation.

Is there a limit on how many photos I can add to an inspection?

There's no set limit on the number of photos. The limit is on file size: each video or file attachment can be up to 100 MB. Photos are resized automatically, so they don't come near that limit.

Are photos from the in-app camera handled differently from photos picked from my library?

No. Every inspection photo is resized to 1080p before it uploads, whether you take it with the in-app camera or pick it from your device's library.