Overview

The Communication Settings page allows property teams to manage and customize resident task notifications and two-way communication for each property. This tool centralizes notification management to ensure timely, relevant, and consistent communication, enhancing the overall resident experience.

Note: This feature is enabled by default for all users and requires no action to start using.

Requirements

• You must have an Admin role to access and update Communication Settings.

Key Concepts

Per-Property Customization

Communication Settings apply uniform notification logic while allowing for full customizability. You can manage preferences individually for each property to tailor them to specific operational needs.

Notification Types

You can configure the following automated alerts for each property. (Tip: Hover over the question mark icon next to any notification type in the platform for a tooltip explaining its purpose).

• Request Received: Notifies residents immediately when their service request is created.
• Work Scheduled: Notifies residents when their service appointment is scheduled.
• Day of Reminder: Sends a reminder on the day of the scheduled service.
• Request on Hold: Notifies residents if their request is put on hold.
• Request Completed: Notifies residents when their service request is marked as completed.
• Request Survey: Sends a survey to residents after their request is completed. It can be delivered by SMS/text and email, depending on the resident’s available contact info and opt-out preferences.

Resident Messaging

You can enable direct two-way communication between residents and the onsite team or technicians. This provides a link to the Communication Hub (formerly known as Lite Portal). For more information, see: https://happyco1778844245.zendesk.com/hc/en-us/articles/50802992239508-The-Communications-Hub

Steps

Accessing and Configuring Communication Settings

1. Navigate to Settings within Happy Property Maintenance.
2. In the left-hand panel, select the Tasks dropdown.
3. Click on Communication Settings.
4. Use the checkboxes to enable or disable specific resident notification settings for each property. Please note that these settings can only be edited per property, not in bulk.
   • To turn on all features for a single property at once, select ALL FEATURES.

Note: Changes are saved automatically whenever you select or unselect a checkbox.

FAQs

What happens if I don’t customize the settings for a property?

Any notification features you had turned on prior to this page being introduced will remain active, and you will see those existing preferences reflected on the settings page.

Can I enable or disable specific notifications for individual properties?

Yes. The settings panel allows for full customization on a per-property basis.

Does this change affect current resident communication?

No immediate changes will occur to your current communication flows unless you actively update the notification settings.