Overview

Through Manage, administrators can add templates from a starter list, duplicate existing templates, fully customize them by modifying sections and items, and delete templates from their account. You can configure diverse rating types, set up Custom Scores, and enforce required photo or note capture to ensure your templates collect clean, actionable information that aligns with final account statements.

If you prefer not to create or edit templates yourself, the HappyCo support team can build them for you for an additional cost.

Key Concepts

Understanding different rating styles and data requirements helps optimize your templates:

• Required Fields: A setting that mandates data capture (ratings, photos, or notes) for high-priority items. The inspection cannot be completed until these items are verified.

Requirements

• Permissions: Account Admin permissions are required to access, add, edit, configure, and delete templates in Manage.
• Sharing: When adding new templates, you must assign the proper Report Workflows and Property Sharing to ensure properties have access to the newly added template.

Steps

Adding a Starter Template

Starter Templates are designed for different inspection use cases and are fully customizable once added to your account.

1. Log in to Manage at www.happy.co.
2. Click the Settings icon (gear/cogwheel) in the top right corner, next to your initial.
3. Click the Templates tab on the left side under Setup.
4. Click the New Template button in the upper right corner to open the list of Starter Templates.
5. Click on the circle to the left of the template you wish to add.
6. Select Create Template. The template will automatically be added to your account and open the Edit Template view.

Duplicating an Existing Template

Duplicating is useful if properties need access to the same type of template but with varying needs for what is listed within the sections.

1. Log in to Manage and navigate to Settings > Templates.
2. Use the search bar in the upper right to filter for a specific template.
3. Click on the circle icon to the left of the desired template to open the Bulk Actions bar at the bottom of the page.
4. Click the Batch Duplicate button.
5. In the menu on the right, select the appropriate Property Sharing for the new template (assign to all properties or specific ones).
6. Click Create Template in the lower right corner.

Deleting a Template

1. Log into your account in Manage.
2. Click on the Settings icon in the upper right corner, next to your initial.
3. Click on the Templates tab on the left under Setup.
4. You can use the search bar in the upper right to filter for a specific template.
5. Once you have the correct template, click on the circle icon to the left to open the Bulk Actions bar at the bottom of the page.
6. Click on the Delete button. This will open a window to confirm your selection.
7. Select the Yes, Delete Template button.

Troubleshooting

• Problem: You receive an error when trying to remove a template.
• Cause: The template is likely part of an active Inspection Schedule.
• Resolution: You will need to disable all Inspection Schedules utilizing the template before it can be deleted.

FAQs

Can HappyCo create or edit templates for me?

Yes! If you prefer not to create or edit your own templates, the HappyCo team can build them for you for an additional cost. Please reach out to support@happy.co for more information.