Renovation Items and Renovation Packages make it possible to easily allocate Construction Scope Items to Unit Renovations! If you're familiar with Templates on our Happy Property Platform, this follows a similar concept.
If preferred, it is always possible to manually add Construction Scope Items individually.
Adding Renovation Items
1. Select a Property to get started
2. Click Property Settings
3. Click Renovation Items
4. Click New Item
5. Enter any Item Details
6. Select a Category (or use the Search bar to search)
7. Click to select a Location (all that apply)
8. Select a Unit Type / Floorplan
Note: Unit Type will determine which Floorplan the Renovation Item can be applied to. For example, a Unit with an A1 Floorplan will only display Renovation Item options if A1 has been selected
9. Add a Cost and/or GL Code if applicable
10. Add any specifications for Make, Model, Color, etc.
11. Files such as manuals or images can be uploaded
12. Add at least one Construction Scope Item
13. Additional Construction Scope Items can also be added
14. Click Save
Adding Renovation Packages
15. Click Renovation Packages
16. Click New Package
17. Add a Package Name and/or Description
18. Click the "+" sign next to any Renovation Items to be added to the Package
19. Click Save
Adding Renovation Packages to Unit Renovations
1. Click on a Unit Renovation project
2. Click Specifications
3. Click Add
4. Click the dropdown menu to Choose Renovation Package
5. Click Save
6. All set! Now the grouping of Renovation Items will be added from the Renovation Package
Note: Any Construction Scope Items that were attached to Renovation Items will also be available under the Construction Scope tab to be assigned!