When enabled, Happy Property Manager (HPM) writes to the work order's Technician Notes field when syncing with Yardi. This article explains what HappyCo puts there, the settings that shape it, and how the notes come back when a service request is imported.
What feeds the Technician Notes field
HPM builds the Technician Notes value from up to three sources, combined in this order:
- Technical notes from the task — the technical notes captured in the task description.
- The completion note — the comment a technician adds when marking the task complete.
- Work order comments — the running comments on the task, added as a labeled section.
Sources 2 and 3 are each controlled by a setting, described below. Source 1 always syncs.
Completion notes
When this is enabled, HappyCo adds the task's completion note to the Technician Notes field. If there are no technical notes yet, the completion note becomes the Technician Notes. If technical notes already exist, the completion note is added below them — unless it is identical to what is already there, in which case HappyCo skips it to avoid duplicates.
Work order comments
When this is enabled, HappyCo appends a Work Order Comments section to the Technician Notes field, below the technician-authored content. Comments are listed newest first, each shown as date, author, and text.
A few rules apply to this section:
- Completion notes and empty comments are not included here. The completion note is handled separately, above.
- If the comments do not all fit within Yardi's character limit, the newest are kept and older ones are summarized with a note such as "[3 older comments not shown — view full history in HappyCo]."
Requiring a note on completed tasks
If a task is marked complete and the Technician Notes would otherwise be empty, HappyCo can write "None provided" so the field is not left blank in Yardi.
Character limit
Yardi limits the Technician Notes field to 1,500 characters. HappyCo trims anything longer and adds a short message noting the content was truncated. The Work Order Comments section is fitted within this same limit.
How notes come back from Yardi
Technician notes are two-way. When HappyCo imports a service request from Yardi, the Technician Notes are brought back into the HappyCo task description under a "Technical Notes:" heading.
One part is intentionally not re-imported: the Work Order Comments section that HappyCo itself added is stripped out before import. HappyCo is the source of truth for those comments, so they are not copied back in and duplicated.