Product: Happy Property — Maintenance (Property Profile / Joy)

Overview

Joy answers questions about your property data in plain language. You can now ask Joy about your entire portfolio from the account-level Property Profile — without picking a property first — and you can turn any question into a recurring email that sends to your team every Monday morning. Anyone with access to the Property Profile tab can use both.

Getting Started

Where to find it: Open the Property Profile tab. Joy is available at the account level (Property Profile Overview) for portfolio-wide questions, and inside any individual property for single-property questions.

How to enable it: Both portfolio-level chat and scheduled emails are released to accounts by HappyCo. If you don't see Joy on the account-level Property Profile, or you don't see a Schedule option, contact your Customer Success Manager to have them enabled.

How to turn it off: To stop receiving a scheduled email, discard the schedule from the Schedule list (see below). Discarding a schedule stops all future sends for every recipient on it.

Asking Joy a Portfolio-Wide Question

1. Go to Property Profile at the account level.
2. Open Joy.
3. Type your question as you'd ask a colleague. Comparative questions work best, for example:
   • "Which of my properties had the worst turn times last week?"
   • "Where are work order resolution times trending up?"
   • "Which properties saw survey scores decline this month?"
4. Joy answers across every property in your account and names the specific properties behind the numbers.

You don't need to select a property or a folder first. If you open Joy from inside a single property, it answers about that property only — exactly as it did before.

Creating a Scheduled Email

1. Open Joy from Property Profile.
2. Choose Schedule.
3. Enter the prompt you want answered each week. Write it as a full question — the more specific the prompt, the more useful the email.
4. Add one or more recipient email addresses.
5. Submit.

Your scheduled email sends weekly on Monday morning. Each send generates a fresh answer against current data.

Managing Your Scheduled Emails

From the Schedule list you can:

• Edit a schedule to change its prompt or its recipients. Changes apply to the next send.
• Run now to generate and send immediately — useful for checking your prompt produces what you expected, without waiting for Monday.
• Discard a schedule to stop all future sends.

Writing a Good Prompt

A scheduled email repeats the same question every week, so it's worth getting the prompt right once.

• Be specific about the metric. "Summarise turn times and flag any property above 10 days" beats "how are we doing?"
• Ask for comparison or ranking. This is what produces named properties rather than a single aggregate number.
• Say what you want flagged. Naming your threshold tells Joy what counts as a problem in your portfolio.
• Test it with Run now before relying on the weekly send.

Frequently Asked Questions

Can I choose a different day or cadence?

Not currently. All scheduled emails send weekly on Monday morning. Custom send days and cadences (monthly, quarterly, and others) are planned.

Who can create a scheduled email?

Anyone with access to the Property Profile tab, at either the account level or the property level.

Do recipients need a HappyCo login?

Recipients are added by email address and receive the report in their inbox.

Will the email say the same thing every week?

No. Joy generates each email at send time against your current data, so the content reflects what changed that week.

Does this affect my existing Joy chats?

No. Single-property Joy chats work exactly as they did before.

My scheduled email didn't arrive. What should I check?

Confirm the schedule still exists in the Schedule list, check the recipient address for typos, and check the recipient's spam or quarantine folder. Use Run now to test delivery immediately.