What Have we Learned on our Journey to Happiness?
Now you have all the tools necessary to use this software successfully and become a Happy Inspector.
Let’s review what we’ve learned by performing a sample inspection from start to finish.
- When you’re ready to perform an inspection, tap on the Property
- Tap on the plus sign
- Tap Start a New Inspection
- Choose the template specified by your company
- Record information by tapping on the appropriate ratings, typing in notes, and taking pictures
- When you’re done inspecting, generate a report by tapping the plus sign in the upper right
- Choose the Standard Report Type for all non-comparison reports, or choose the Move-In, or Move-Out Report Type for comparison reports. I’ll choose Standard.
- Tap on Settings
- Select your Preset
- Tap the checkmark
- Sign your report by typing in your name
- Tap Sign Now
- Draw your signature with your finger
- Tap the checkmark
- Tap Share and enter an email or Choose Recipient From Contacts on your device
- Tap Send
Remember that you can also start an inspection by Scheduling a Future Inspection or if you’re performing a Move-Out inspection, you can Copy a Previous Inspection. And, online, in Happy Manage, you can edit inspections, and generate and download reports.
Should you ever encounter any difficulty, please contact us at [email protected] or check out our resources at Support.HappyCo.com.
This concludes the Happy Guide training course for enterprise Inspectors.
Thanks for joining us and Happy Inspecting!