Inventory enhancements show what is still missing at each unit and whether you can trust what has been captured. Use them to define a complete inventory for each floor plan, send capture work orders to technicians, and review flagged captures before they are approved.
🎬 Watch it in action: Watch: Inventory Enhancements: Completeness and Reliability Updates
 In this article
- Configure floor plan inventory in Settings (web)
- Create capture work orders from the Missing Inventory page (web)
- Capture serial plates in the maintenance app
- Resolve units on the Missing Inventory page (web)
- Review flagged and low-confidence captures
- Expanded inventory model data and warranty dates
- Frequently asked questions
- See inventory in your properties
 Who can use these features
Role permissions control access:
- One permission controls who can configure floor plan inventory.
- Another controls who can view or manage the Missing Inventory page.
Configure floor plan inventory in Settings (web)
  Open Settings
Open Settings to define what a complete inventory means for each floor plan.
  Choose a property and open a floor plan
Select the property, then open the floor plan you want to configure.
  Set the items that must be captured
Add the required items. You can add more items, or more than one of the same item. For instance, a floor plan might require six appliances.
 Tip
Technicians can still capture other items beyond these. The configured items are the priorities for a complete inventory.
  Repeat for each floor plan
Once floor plans are configured, HappyCo calculates how many items each unit is missing.
Create capture work orders from the Missing Inventory page (web)
  Open the Missing Inventory page
Open the Inventory menu, then Missing Inventory under Items.
  Check the metrics and the unit table
Two metrics show how many units have complete inventory and what share of items has been captured. The table below lists the units still missing items.
  Select a unit to create a work order
Select a unit to create a work order that captures everything it is missing.
 Tip
One click creates a single work order covering all the items a unit still needs.
Capture serial plates in the maintenance app
  Find the capture work order
In the maintenance app, open the task list and filter by type Inventory, or open Work Orders and search for the unit.
 Tip
You can capture on the web, but serial plates are usually captured on a phone at the unit.
  Open the inventory capture work order
The work order lists each required item, each with its own photo upload and camera button.
  Capture or skip each item
If you can photograph the item, tap its camera button; the camera checks brightness and clarity so the serial plate is readable before the shot.
Review the preview and keep the photo to attach it to that item. If the item cannot be captured, choose Cannot capture item and record why (for example, the dishwasher is not at this location).
  Tap Mark as Complete
Tap Mark as Complete when every item is captured or explained.
Resolve units on the Missing Inventory page (web)
  Refresh the Missing Inventory page
Return to the Missing Inventory page and refresh it. Captured items and the Items captured metric update.
  Handle items that are still uncaptured
Any item that could not be captured returns uncaptured. For each one, view the technician's note, create another work order, or dismiss it with an optional reason.
 Tip
Once every item is captured or dismissed, the unit is marked resolved.
Review flagged and low-confidence captures
Needs review collects models flagged from capture, such as possible duplicates, so they can be compared, corrected and merged before they are approved into the system. It also lists low-confidence captures, where the system could not confidently read a model number or manufacturer.
Expanded inventory model data and warranty dates
HappyCo has expanded its database of inventory models and the information provided by default, which can be built from a single scanned image. Items captured from a model automatically inherit its details and default files. Each item shows an estimated warranty end date, based on its manufacture date and the model's warranty.
| Data | What it provides |
|---|---|
| Stock image | A default image of the model |
| Expected life | Expected life in months |
| Warranty | The manufacturer's warranty |
| Product dimensions | The model's dimensions |
| Replacement parts | Listed replacement parts for the model |
| Error codes | Error codes with a troubleshooting protocol and recommended parts for each |
| Default files | Energy guide, product specification, user manual and warranty, attached automatically to captured items |
| Estimated warranty end date | Calculated per item from its manufacture date and the model's warranty |
Frequently asked questions
What controls who can configure inventory or view the Missing Inventory page?
Role permissions. One permission controls who can configure floor plan inventory, and another controls who can view or manage the Missing Inventory page.
When is a unit marked resolved on the Missing Inventory page?
Once every item it was missing has been either captured or dismissed. You can dismiss an outstanding item with an optional reason.
What is Needs review for?
It collects models flagged from capture, such as possible duplicates, so they can be compared, corrected and merged before being approved. It also lists low-confidence captures, where the system could not confidently read a model number or manufacturer.
Where does the estimated warranty end date come from?
Each item's estimated warranty end date is based on its manufacture date and the model's warranty, which supports more accurate end-of-life reporting across your inventory.
Can serial plates be captured during an inspection as well as a work order?
Yes. Inventory items are also captured during an inspection, using the same serial-plate flow as a work order.
How does a serial plate photo become an inventory item?
Google Document AI reads the model, serial number and brand from the photo and creates the item. It reads the plate itself, not a barcode.
 Related links
- Interactive walkthrough: Configure floor plan inventory in Settings
- Interactive walkthrough: Review the Missing Inventory page
- Interactive walkthrough: Find the capture work order in the app
- Interactive walkthrough: Capture serial plates on the phone
- Interactive walkthrough: Resolve units on Missing Inventory
- Interactive walkthrough: Review flagged and low-confidence captures
- Interactive walkthrough: Expanded model data and reliability
See inventory in your properties
HappyCo brings inspections, maintenance and on-call operations into one connected platform.