Product: HappyCo Property Management Application (HPMA)
Available in HPMA Release 2.18.0 onward
Overview
Find the right work in seconds. The HappyCo Property Mobile App now has advanced search, filters, and sort across the main pages of the app. The filters you use most are brought to the forefront, so you get to the work you want to see quicker. Your selections persist across sessions, so your team's preferred view is one tap away.
How to enable it
This feature is released via Release Updates. To turn it on for your account:
- In HappyCo Manage, go to Admin Centre > Release Updates.
- Search for Advanced Search, Filters & Sort (Mobile).
- Switch it on.
Once enabled, the feature is available to your team on next HPMA sync.
How to disable it
Return to Admin Centre > Release Updates, find Advanced Search, Filters & Sort (Mobile), and switch it off.
How search, filters, and sort work
Search, filters, and sort follow the same consistent pattern on every main screen:
- Search — Tap the search bar at the top of a list and type a few characters; the list narrows in real time. Tap the x to clear.
- Apply a filter — Tap the filter, choose what you want to filter by, then tap out of the bottom sheet to apply.
- Remove a filter — Tap the X on the filter, or clear it from the bottom sheet.
- Sort — Tap sort and choose how the list is ordered.
Search
The search bar sits at the top of each list. The fields searched depend on the screen:
Tap the search bar, type a few characters, and the list narrows in real time. Delete the contents of the search bar to clear.
Filters and sort by screen
The filters and sort options available on each main screen:
| Screen | Filter by | Sort by |
|---|---|---|
| My Work — Work Orders tab | Status (Open & On Hold shown by default), Location, Category, Schedule Date | Default: Worker Assignment Board order, Schedule Date, Age |
| My Work — Inspections tab | Status, Location, Template, Schedule Date | Default: Worker Assignment Board order, Schedule Date, Age |
| Work Orders | Status, Include / Exclude Project Tasks, Events*, Location, Type, Category, Schedule Date, Assignee | Default: Worker Assignment Board order, Schedule Date, Age |
| Projects | Status, Schedule Date | Due Date, Status |
| Inspections | Status (including Expired inspections), Location, Template, Schedule Date | Due Date, Status |
| Units | — | Name, Work Count |
- The Events filter is available if you use On My Way / active work order tracking.
Persistence
Filter and sort selections are stored on your device per screen. When you reopen HPMA, each list reopens with the filter and sort you last applied.
Frequently Asked Questions
Where does the search look?
The search runs against the items already synced to your device. If something doesn't appear, pull-to-refresh to sync.
Do my filter and sort selections stay between sessions?
Yes. They persist per screen, so each list opens the way you left it.
Why don't I see filters on the Properties tab?
Filters on Properties are deferred for this release. The new property picker has built-in search, and once it's in broader rollout, filters on Properties will follow.
Do my filters apply on web too?
No. This release adds the search, filter, and sort improvements to mobile only. Web continues to use its existing controls.
Does this work offline?
Yes. All search, filter, and sort actions run against the items already synced to your device, so they work offline.
Can I save a named filter set?
Not in this release. The active filter set per screen persists; named or saved filter sets are on the roadmap as a separate piece of work.