Kris Giles
Articles
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Call Forwarding: Setup and Overview
This articles covers how to locate your call forwarding number and instructions for setting it up with your phone provider. To locate your Call Forwarding number, follow these steps: First, log...
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Assigning Inspections to Team Members
This article covers how to assign an inspection in Manage to a specific team member. Please note: You can only assign an inspection to a team member who has access to the property you're working un...
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Customizing the Formatting of Your Reports
This article covers how to access and customize the formatting for your inspection reports in the Inspections app. How to Access Your Report Settings Report settings, where you customize the l...
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Completing, Saving and Deleting Inspections
This articles covers how to edit, complete, unlock, and delete inspections in HappyCo. Please note: Certain actions, such as deleting inspections, are limited based on your user role in HappyCo. ...
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Managing Notes in Inspections
The article covers how to add, edit, and delete notes within your inspection in app. Adding Notes to Items From your inspection tap on the note icon on the far right of the item This wil...
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Working with Sections
This article covers how to navigate, add, edit, remove, and reorder Sections within an Inspection. Difference between Sections and Items Inspection Templates, the basis of your inspection, have t...
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Creating Inspection Reports
This article covers the types of reports, how to create them, and how to locate them once generated in app. Overview of Reports in Inspections App Reports allow you to convert your inspection dat...
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Creating a New Inspection
This article covers how to start a new inspection in Manage or in app for iOS and Android devices. Starting a new Inspection in Manage Log into Manage and select your property folder Click on...
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Mobile HELP Menu
This article covers the Mobile HELP Menu options and how to access them for Call Complete. The Mobile HELP Menu gives you instant access to several Call Complete features, including: Who’s on-c...
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Adding an Exception to the On-Call Schedule
This article covers how to add an exception to the schedule if the primary tech is temporarily unavailable, but does not need to be removed from their current schedule lineup. Sometimes the prima...