The Property Picker is where you find and select one or more properties, and selecting up to 10 at once turns on Multi-Property Views (combined Inspections, Work Orders, and Projects across sites). Multi-Property Views is available now in the Maintenance mobile app and is rolling out gradually in the Manage web app.

Before you start

• Select a maximum of 10 properties at a time to use Multi-Property View.
• Manage web app: multi-property selection is rolling out gradually. You only see these options if the feature is available on your account.
• To filter by Property Contacts, set them up first in Happy Property > Settings > Properties.

Property Picker key concepts

• Table view: built for speed, filtering, and bulk selection across large portfolios.
• Tile view: shows an image for each property, best for browsing smaller portfolios.
• Both views support property selection.
• Selections persist as you page through results, sort columns, apply filters, or switch views.
• A selection summary at the bottom of the table always shows your current selection.
• Property Contacts (such as Regional Managers or VPs) can be filtered directly in the picker.

Customizing the Table view (Manage web app)

The Table view shows 20 properties per page. By default it shows Property Name, Zip Code, Property Score, Property Type, Region, City, and State.

Change the Property Picker layout (Manage web app)

  Switch between Table and Tile view

Click the toggle at the top of the picker.

  Add or remove columns

Open the Display menu and toggle columns (including contact types) on or off.

  Sort by a column

Click a column header to sort. Click again to switch between ascending and descending.

  Autosize columns

Right-click a column header and select Autosize this column, or Autosize all columns to resize every column.

  Turn on Compact view

Open the Display menu and select Compact to reduce row height and show more properties at once.

Search and filter properties (Manage web app)

  Run a quick search

Type in the Search Properties bar at the top of the picker to find properties by name, region, state, or type.

  Open the filter panel

Click the Filter button (funnel icon).

  Open a filter sub-panel

Click the > arrow next to Name, Location (Region, State, City), Type, or Contact.

  Choose your filters

Check the boxes for the filters you want. Filters are applied server-side and the results update automatically.

  Remove filters

Active filters appear as breadcrumbs above the table. Click the × on a breadcrumb to remove it, or click Clear to remove all filters.

Select multiple properties (Manage web app)

  Open the property selector

Log in to Manage and open the property selector.

  Choose multi-select

Choose the option to select multiple properties or regions. You can still select a single property.

  Select up to 10 properties

Check the boxes on individual rows.

  Apply your selection

Apply the selection to view the combined data.

Select multiple properties (Maintenance mobile app)

1. Open the property selector
   In the Maintenance mobile app, open the property selector.
2. Turn on multi-select
   Press Select Multiple.
3. Choose up to 10 properties
   Tap the properties you want.
4. Apply or save the selection
   Press Show Selected to exit the menu with your selection applied, or press Group Selected to save the properties as a named group for future use.

Manage property groups (Maintenance mobile app)

1. View the properties in a group
   In single-select mode, open the property selector and press and hold a property group.
2. Remove a group
   Select the group and press Ungroup.

     Tip

   Only the saved group is removed. Its individual properties stay in your list.

Frequently asked questions

What is the difference between Table view and Tile view?

Table view is built for speed, filtering, and bulk selection across large portfolios. Tile view shows an image tile for each property and suits browsing smaller portfolios. Both let you select properties, and you can switch at any time.

Will my column settings be saved for next time?

Not currently. Column customization in the web app applies to your current session only and resets the next time you open the picker. Saving column preferences is planned for a future update.

Can I save a property selection to reuse later?

• Maintenance mobile app: yes. Use Group Selected to save and name a group. Groups are device-specific.
• Manage web app: not yet. Saved selection sets are on the roadmap for a future release.

When will Multi-Property View be available?

It is available now in the Maintenance mobile app. It is rolling out gradually in the Manage web app and will be available to all customers soon.

Email HappyCo Support at support@happy.co