Your Workflow
Now that your familiar with Happy Inspector, let's go over the Happy Inspector Workflow.
Get Set Up:
- Properties: add the properties you inspect
- Templates: create and specify the templates you'll use to inspect
- Report Presets: establish the report settings by making a preset
Inspect:
- Choose the property to inspect
- Choose your template
- Perform your inspection by recording data
- Sync and share your report
In Happy Manage, from the comfort of a computer, you can:
- Create and edit templates
- Add and edit properties
- Edit inspections, generate reports or download report PDFs.
- Export a folder
- Edit company details
- Manage users
- 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.