Creating a new Due Diligence or Lease File Audit order can easily be done from your Happy Manage account!
Here's how to submit a new order:
- Click on the Overview tab or the HappyCo logo
- Click on DD Orders tab
- Click the New Order button
- Enter the property details, start date, and unit count
You'll then be taken to the order screen! This is the "command center" for this order, where any additional files and service requests from our team can easily be viewed.
To finalize your order, you must attach a Rent Roll in .csv, .xls, or .xlsx format. Other file types such as PDFs cannot be attached.
Attach the Rent Roll by clicking on the Attach Rent Roll to Finalize Order button on the Order screen. The status tracker button on the top of the screen will then move to Validating Rent Roll, which means that your Rent Roll was successfully submitted and is being reviewed by the HappyCo DD Team.
It's important to note that if your Unit Walk date passes and you haven't finalized the order by attaching a Rent Roll, the order will expire. In that case, you will have to submit a new order for processing.
When the team has successfully reviewed the Rent Roll and cleaned it to be uploaded for your order, the status tracker button will move to Processing, and when your order has been set up and is ready to go, the status will change to Ready.
You can also create a service request from the Order screen and view any files related to this request either from our DD Team, or other members of your walk team.
To view related files, click on the paperclip icon.
If you have any questions, please reach out to the DD Team via email at DD@happy.co! Happy Inspecting!