Your Workflow

Now that your familiar with Happy Inspector, let's go over the Happy Inspector Workflow.

Get Set Up:

  1. Properties: add the properties you inspect
  2. Templates: create and specify the templates you'll use to inspect
  3. Report Presets: establish the report settings by making a preset

Inspect:

  1. Choose the property to inspect
  2. Choose your template
  3. Perform your inspection by recording data
  4. Sync and share your report

In Happy Manage, from the comfort of a computer, you can:

  1. Create and edit templates
  2. Add and edit properties
  3. Edit inspections, generate reports or download report PDFs.
  4. Export a folder
  5. Edit company details
  6. Manage users
  7. Change your password

This course will guide you through each of those steps. And, along the way, you’ll learn about settings and troubleshooting tips to ensure you become a Happy Inspector.


Complete and Continue