Unit View shows one unit's details, current and past leases, residents, work orders, inspections and projects on one page.
Early Access
Unit View is in Early Access. To turn it on, contact your Customer Success Manager. It's available in Happy Property for multifamily accounts.
Before you start
- You need View Locations to open Units & Areas.
- The other tabs depend on your permissions. See Permissions below.
Open a unit
- Select one property.
- In the main menu, select Units & Areas.
- Select a unit in the list. Use the search box to find it by name.
The unit opens as a full page. To go back, select Units & Areas at the top left.
Units & Areas works with one property at a time. If several properties are selected, choose one first.
The top of the page
- The unit's name and address.
- Occupied if a current lease has a resident.
- Leased or Vacant, depending on whether there's a current lease.
- Bedrooms and bathrooms, such as "2BR / 2.5BA", and the floor plan.
- Bedrooms, Bathrooms, Square Feet and Market Rent. A dash means there's no value on record.
The tabs
Overview
- Unit Details: Building, Unit Number, Unit Type, Address, Floorplan and Additional Information. Only details on record are shown.
- Current lease: a summary of the current lease. Select View all leases to open Residents & Leases. This card is hidden when the unit is vacant.
Residents & Leases
- Current lease: its status, Lease term, Monthly rent, Deposit and Duration. "Renews in" counts down the days to the lease end date.
- Residents: each resident on the lease, with the primary resident marked. Shows their move-in date, and contact details and notice given where available.
- Past leases: the five most recent, with their dates and primary resident.
Tasks
The unit's open and on-hold work orders, with category, status, priority, assignee, scheduled date and created date. Completed work orders also show if you have permission to see them. Select Load more to see more.
Inspections
Inspections at the unit created in the last 12 months, with name, status, assignee, scheduled date and due date.
Projects
The unit's projects, such as make readies, with progress, priority, assignee, due date and target availability. Cancelled projects aren't shown.
Select any work order, inspection or project to open it in a new browser tab.
If your account doesn't have work orders, inspections or projects, that tab explains what the product does instead.
Where the information comes from
Unit details, leases and residents come from your property management system. Lease and resident information can't be changed in HappyCo. Change it in your property management system.
Some property management systems don't send every field. For example, some don't send rent or deposit amounts.
Edit a unit
If your account allows it, you can edit some unit details.
- Select Edit at the top right.
- Change the Unit Number, Building, Floorplan, Address or Additional Information.
- Add Attachments if needed: up to 12 files, 100 MB each.
- Select Save.
To edit a unit, you need Edit Locations. If your account only allows units from your property management system, Edit isn't shown.
Permissions
| To see or do this | Permission needed |
|---|---|
| Open Units & Areas and Unit View | View Locations |
| Edit the unit | Edit Locations |
| Resident phone numbers and email addresses | View Resident information |
| Work orders on the Tasks tab | View Tasks assigned to you, or View Tasks assigned to others |
| Completed work orders | View completed Tasks |
| Inspections tab | View details of an Inspection |
| Inspection assignees | View assignee of Inspections |
| Projects tab | View Projects assigned to you, or View Projects assigned to others |
Resident names, rent and deposit are shown to anyone who can open the unit.
Frequently asked questions
Clicking a unit opens a side panel, not Unit View
Unit View isn't on for your account yet. Contact your Customer Success Manager.
Can I open Unit View from a work order or inspection?
Not yet. Open it from Units & Areas.
Can I create a work order or start an inspection from Unit View?
Not yet.
Why is the Residents & Leases tab empty?
There's no lease on record for the unit in your property management system.
Why don't I see inspections from two years ago?
The Inspections tab shows the last 12 months.
Why can't I edit bedrooms, square feet or market rent?
They come from your property management system. Change them there.
Is Unit View in the mobile app?
Not yet. It's on the web only.