Templates, Templates, and More Inspection Templates!

Product Updates

With all of the new features that we’ve been releasing lately, we’ve made sure to focus on the basics, the starting point for all of our users—templates! Since an inspection template is the core of being able to complete an inspection, we knew that new features and functionality needed to be centered around templates. We’ve recently rolled out three new exciting elements to our mobile Happy Inspector and web Happy Manage V3 apps.

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Edit Templates on the Web
Sometimes, tasks are easier to complete with a full laptop or computer, instead of a tablet or smartphone, which is why we have just released the ability to edit templates on the web through your Happy Manage account. Create and edit rating groups; create, edit, and move around sections and items; write and edit internal notes—all with the convenience of using a full keyboard. Changes will sync automatically to your device, so that the templates are ready to use on your next inspection. To access this feature, log into your Happy Manage dashboard on the web and select a folder, then click the Templates tab, select the template you wish to edit, and finally click ‘Edit Template’. A video, which is also shown here, will be available on the screen to walk you through the editing process.

Happy Inspector inspection form digitizer

Form Digitizer
Paperbound to paperless, that is our motto, but we realize that those paper forms that you’ve been using are tried and true. Introducing our new Form Digitizer! Instead of contacting our support team, asking them to create templates from your current forms, and then sending over the forms all in different steps, you can now simply tap into the Templates tab from the app home screen and upload your forms through the Digitize Your Form option. Available now with the 3.9 mobile update

Happy Inspector template library

Template Library
We’ve been creating templates for different industries and use cases for a couple of years now, and with our old V2 app, users could view many of these templates on the web. But then we thought, why shouldn’t our users be able to browse through these templates in the mobile app and download them for their own use? So, that’s exactly what we did! Now you can find the option to Browse Template Library under the Templates tab on the home screen. Find a template you like? Simply tap ‘Get’ and it will be added to your account, ready to select the next time you start an inspection. Became available with the 3.8 mobile update

Happy Templating, Happy Inspectors!

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About the author


Brittney Hodson
Software Engineer

Brittney is the newest member of the San Francisco HappyCo Engineering team. She graduated from UC Berkeley with a BA in English Literature before switching gears and attending Dev Bootcamp where she learned to code and develop web apps. Since her start in July 2015, she has blended both of her backgrounds by working extensively on developing the HappyCo website, building out the internal admin app for the Customer Success team, and maintaining the Happy Thoughts blog.

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