HappyCo

It’s Here! Introducing Web Inspection Editing and Report Creation with Happy Manage!

Product Updates

Many of you have been asking us to add inspection editing and report creation to Happy Manage, our web control center. Today, we’re excited to announce we’ve updated Manage with those features!!

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Web Inspection Editing

Inspection preview in Happy Manage



You now have the ability to edit inspections on the web just like you do on mobile, giving you even more control over managing your field operations.

Inspection editor in Happy Manage


Update Ratings & Values.

Now you can update ratings and values sets directly from Manage. Just select an inspection and click the new Edit button in the menu bar, then choose ratings (Good, Fair, Repair, etc.) as you normally do when conducting an inspection on mobile.

Add or Amend Notes & Comments.

Simply click the notes and comments field and enter text to record critical details.



Save.

Happy Manage automatically saves any changes you make when you navigate away from an inspection so you don’t have to worry about losing anything in progress.

Update Ratings & Values.

Now you can update ratings and values sets directly from Manage. Just select an inspection and click the new Edit button in the menu bar, then choose ratings (Good, Fair, Repair, etc.) as you normally do when conducting an inspection on mobile.

Add or Amend Notes & Comments.

Simply click the notes and comments field and enter text to record critical details.

Inspection editor in Happy Manage


Save.

Happy Manage automatically saves any changes you make when you navigate away from an inspection so you don’t have to worry about losing anything in progress.

Inspection editor auto-save in Happy Manage

Online Report Creation

Inspection report in Happy Manage



The new Create Report feature lets you preview your inspection report and generate a downloadable report — all online with Manage.

Inspection report preview button in Happy Manage


Preview Completed Inspections.

Done editing an inspection? Click the Preview Report button in the menu bar to see how your inspection report will look.


Inspection report presets in Happy Manage


Choose an existing Report Type & Preset.

If you’ve added a business logo, tagline or other report customization in Happy Inspector, you’ll be able to include these by choosing your preset in the menu bar.


Create inspection report button in Happy Manage


Create an Inspection Report.

When you’re satisfied with your report, click the Create Report button in the menu of the report preview window and download it from the web.

Inspection report preview button in Happy Manage

Preview Completed Inspections.

Done editing an inspection? Click the Preview Report button in the menu bar to see how your inspection report will look.

Inspection report presets in Happy Manage

Choose an existing Report Type & Preset.

If you’ve added a business logo, tagline or other report customization in Happy Inspector, you’ll be able to include these by choosing your preset in the menu bar.

Create inspection report button in Happy Manage

Create an Inspection Report.

When you’re satisfied with your report, click the Create Report button in the menu of the report preview window and download it from the web.

Take advantage of these new features now!.

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About the author

Avatar

Ben Chadwell
Marketing Manager

Ben hails from the gentle, rolling hills of Pennsylvania, where he achieved a BA in a degree program of his own design - a combo of Conservation Biology, Spanish and International Business - at West Chester University. He brings his background in nonprofit development and writing to the transformative work of HappyCo and especially enjoys crafting thought leadership pieces. When he isn’t creating content and collateral, Ben delights in reading, doing improv theatre and blues dancing.

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