This article covers the detailed behaviors and configuration notes for inspection scheduling between HappyCo and ResMan. For a high-level overview, see the ResMan Integration Overview →.


Trigger Types

HappyCo supports three inspection trigger types for ResMan:

Trigger What it means
Move-In Fires when a resident moves in
Move-Out Fires on the resident's scheduled move-out date
Notice to Vacate Fires when a resident is given a notice to vacate

One inspection can be created per trigger type, for up to three total automated inspections per unit turn.

Note: For move-out scenarios requiring multiple inspections, use Make Ready projects rather than standalone inspection triggers.


When Inspections Are Scheduled

HappyCo schedules an inspection once two conditions are both met in ResMan: the relevant date has been entered (move-in date, move-out date, or notice date) and the resident's status has changed to reflect that event. HappyCo checks for new triggers twice daily.


Floorplan-Based Inspection Sections

If your inspection templates include bedroom or bathroom sections, HappyCo can automatically insert the correct number of sections based on the unit's floorplan. To enable this, open the section in the template editor, check Multiple section based on number of rooms, and select the room type (Bedroom or Bathroom).

Was this article helpful?
0 out of 0 found this helpful