Please be able to log in to HappyCo before any trainings. Click HERE for help managing user accounts and property access.
HappyCo Newcomers Register
Tuesday, April 4th, 10am (45 min)
Brand new to HappyCo? Welcome, we are glad you are here! Join me as I give you a tour of all things HappyCo.
This training is open to everyone at all levels.
Inspections with HappyCo Register
Wednesday, April 5th 1pm (30 min)
This training will go over the features of the Inspections mobile app and touch on Inspections in Manage. We will cover starting a new inspection, scheduling, assigning, integrations, and completing inspections.
This training is open to everyone at all levels.
Inspections & Tasks Q&A Register
Wednesday, April 5th 1:35pm (30 min)
Are you using Inspections and/or Tasks and have a question you’d like answered. Please submit your questions ahead of time.
This session is open to everyone at all levels.
Report Styles Register
Tuesday, April 11th, 10am (30 min)
This training will cover Report Workflows and Styles. You will learn how to customize the formatting of your report, assign it to specific templates and properties, share, and find reports from completed inspections.
The ideal participant is any office staff person or manager with admin access.
Project Boards Register
Thursday, April 13th, 9:30am (30 min)
This training will go over the process for unit turns using Projects. We will cover setup, inspections and tasks, schedules, assignments, and more.
The ideal participants are managers and those performing inspections and tasks.
How to Build a Template for Inspections Register
Tuesday, April 18th, 9:30am (45 min)
This training is going to cover all the details of how a template is setup. Some of those details include: items, rating sets, sections, requirement, reports, scheduling, property access.
The ideal participant is a Regional Manager (or higher) with admin access.
How to Build an Inspection Template WITH SCORING Register
Wednesday, April 19th, 11am (30 min)
This training is going to go deeper and cover the details on inspections that include item scoring. (Examples could be dollars, ratios, percents, etc.) You will also learn how to set a report to show scores. Please have a general understanding of the template building basics.
The ideal participant is a Regional Manager (or higher) with admin access.
Insights 1.0 Register
Tuesday, April 25th, 10am (30 min)
This training is not for the faint of heart, because of the power it holds! We will only begin to scratch the surface, however, we will cover how to read and use your existing dashboards, and how to begin to build and share other visualizations using the data collected by your team.
The ideal participants are managers with Admin access.
Insights 2.0 Register
Wednesday, April 26th, 11am (30 min)
This training is a continuation of Insights 1.0. We will build on filtering, data, and visualization. We will also cover how to auto-schedule reports to be sent via email.
The ideal participants are managers with Admin access.
Insights 3.0 Register
Thursday, April 27th, 10am (30 min)
This training is a continuation of Insights 1.0 and 2.0. You must have taken those as a prerequisite.
The ideal participants are managers with Admin access.