Creating a new Due Diligence or Lease File Audit order is quick and easy from your HappyCo Manage account.

Follow the steps below to submit a new order and get started.

Submitting a New Order

1. From your dashboard, click the Overview tab or the HappyCo logo.
2. Select the DD Orders tab.
3. Click New Order.
4. Enter the Property details, start date, and unit count

Once completed, you will be taken to the Order screen. This page acts as the “command center” for your order, where you can:

1. View and Upload files
   • To view files, click the paperclip icon on the order.
2. View service requests
3. Track order status
4. Communicate with the Due Diligence team

Finalizing Your Order (Rent Roll Required)

To finalize your order, you must upload a rent roll. Accepted file formats:

1. .csv
2. .xls
3. .xlsx

To attach your rent roll:

1. From the Order screen, click the Attach Rent Roll to Finalize Order button.
2. Upload your file.

Once uploaded, the status tracker will move to Validating Rent Roll. This means your rent roll was successfully received and is under review by the HappyCo Due Diligence team

Unit Count Verification

If the unit count on your order does not match the unit count on the rent roll, our team will contact you to confirm which number is correct. If needed, we will adjust the unit count internally so invoices reflect the accurate total

Submitting Rent Rolls for Updates or New Orders

Rent rolls must be submitted through the platform — not by email.

To submit a rent roll, either:

1. Attach it to a new DD Order, or
2. Submit it through a Service Request

This ensures all files stay grouped correctly and nothing is lost or misrouted.

To submit via Service Request, follow the steps in our guide Due Diligence: How to Create a Service Request.

Rent Rolls in PDF Format

If your rent roll is only available as a PDF:

1. Use a PDF-to-Excel conversion tool to convert it into an Excel file.
2. Upload the converted file (.csv, .xls, or .xlsx) to your DD Order.

PDF rent rolls cannot be accepted directly.

Order Expiration

If your Unit Walk or Lease File Audit start date passes and you have not attached a rent roll, the order will expire.

If this happens, you will need to submit a new order to proceed.

Order Status Breakdown

• Incomplete – Order created; rent roll not yet attached
• Validating Rent Roll – Rent roll uploaded and under review
• Processing – Order is being cleaned and set up
• Ready – Order is ready for your walk or audit
• Complete – Order finalized after clicking Mark DD as Complete

Need Help?

If you have any questions or need assistance, contact us with the information below. Our team is always happy to help!

• Submit a service request through your DD Order
• Email us at dd@happy.co

Happy Inspecting!