HappyCo Newcomers

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Thursday, July 6

10am Pacific - 11am Mountain - 12pm Central - 1pm Eastern (45 min)

Register

Tuesday, July 11

9:30am Pacific - 10:30am Mountain - 11:30am Central - 12:30pm Eastern (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 

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Tuesday, July 18

10:30am Pacific - 11:30am Mountain - 12:30pm Central - 1:30pm Eastern (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.

How to Build a Template for Inspections
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Tuesday, July 18

9am Pacific - 10am Mountain - 11am Central - 12pm Eastern (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, requirements, reports, scheduling, and property access.

     The ideal participant is a Regional Manager (or higher) with admin access.

Tasks with HappyCo  

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Thursday, July 20

9am Pacific - 10am Mountain - 11am Central - 12pm Eastern (30 min)

     This training will go over features of the Happy Tasks mobile app and Manage to include (but not limited to): Filters, Task detail, Activity Feed, Categories, Sync, Integrations, Creating, Closing, and Push Notifications.

     The ideal participant would be any maintenance team member, controller, or any property personnel that helps manage work orders.

Report Styles
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Tuesday, July 25

9am Pacific - 10am Mountain - 11am Central - 12pm Eastern (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.

Insights 1.0

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Wednesday July 26

8am Pacific - 9am Mountain - 10am Central - 11am Eastern (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

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Thursday, July 27

8am Pacific - 9am Mountain - 10am Central - 11am Eastern (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.