Overview

You can choose different report styles for your inspection reports directly within the mobile app.

Requirements

To choose from different report styles in the mobile app, you must have multiple report styles created. You can verify and manage your available styles in HappyCo Manage by navigating to Settings > Report Styles.

Steps

Choosing a Report Style on Mobile

1. Once you have finished your inspection, tap Complete.
2. Tap Preview Report.
3. Tap the Report Style icon in the top right-hand corner of the report preview screen.
4. Select the report style you want to apply from the list, then tap Done.
5. Tap Finalize and follow the usual completion flow (with or without a signature).

Changing a Report Style After Completion

If you need to change the report style after an inspection report is already completed, follow these steps:

1. Go to the Inspections page.
2. Tap the filter, select Complete, and find your completed inspection.
3. Open the inspection and tap Unlock in the bottom right corner.
4. Tap Complete to re-complete the inspection.
5. Follow the steps in the section above to preview the report, select your new report style, and finalize the inspection.