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leslie.wernert
Updated

September Training Schedule

leslie.wernert
Updated

Please be able to log in to HappyCo before any trainings.  Click HERE for help managing user accounts and property access.
These trainings are not designed for our Optigo or Buildium customers. 

 

HappyCo Newcomers

Register

Wednesday, Sept 6

10:30am Pacific - 11:30am Mountain - 12:30pm Central - 1:30pm Eastern (45 min)

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Register

Tuesday, Sept 19

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

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     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

Thursday, Sept 7

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

Friday, Sept 22

9am Pacific - 10am Mountain - 11am Central - 12pm 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 
Register

Tuesday, Sept 12

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

Report Styles
Register

Wednesday, Sept 13

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

Screenshot Tasks with HappyCo  Screenshot
USING THE NEW HAPPY PROPERTY APP

Register

Tuesday, Sept 12
8am Pacific - 9am Mountain - 10am Central - 11am Eastern (30 min)
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Register

Wednesday, Sept 20

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

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Register

Thursday, Sept 28

10am Pacific - 11am Mountain - 12pm Central - 1pm Eastern (30 min)

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     This training will go over the Tasks features of the new Happy Property 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.

Insights 1.0

Register

Tuesday, Sept 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.

Admin Center

Register

Thursday, Sept 14

10am Pacific - 11am Mountain - 12pm Central - 1pm Eastern (30 min)

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     Lets walk through the new Admin Center and go over the features of the new Roles and Permissions and also cover how to edit your property folders.

     This training is open to everyone at all levels.

Project Boards

Register

Thursday, Sept 21

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

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      This training will go over the process for unit turns using Projects.  We will cover setup, inspections and tasks, schedules, assignments, and more.


     Anyone can join this training to better understand Projects, just know any changes or setup is reserved for Admin level users.

 
 



 

 

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