This article covers the detailed behaviors, limitations, and field-level sync details for work order sync between HappyCo and ResMan. For a high-level overview, see the ResMan Integration Overview →.
Work Order Creation
ResMan → HappyCo
When a work order is created in ResMan, a corresponding work order appears in HappyCo within 15 minutes.
View synced fields
| ResMan Field | HappyCo Field | Notes |
|---|---|---|
| Category | Work Category | Based on mapping config |
| Status | Status | Based on mapping config; see default mappings below |
| Priority | Is Urgent | Defaults to Normal; priority mapping configured during setup |
| Scheduled Date | Scheduled Date | |
| Permission to Enter | Entry Notes | Permission Given or Not Required → Enter Anytime; otherwise → Permission Required |
| Residents | List of Residents | |
| Full Description, Notes & Completion Notes | Description | Combined into a formatted description block with labeled sections |
| Assignee | — | Not used — defaults to Unassigned |
| Reporter | — | Not used — defaults to "ResMan" |
HappyCo → ResMan
When a work order is created in HappyCo, a corresponding work order is created in ResMan near-instantaneously.
View synced fields
| HappyCo Field | ResMan Field | Notes |
|---|---|---|
| Location | Unit | If no unit, linked to property |
| Work Category | Category | Based on mapping config; ResMan work order description is set to 'Happy Task Subcategory / Happy Task Category' |
| Status | Status | Based on mapping config; see default mappings below |
| Task Description | Full Description, Notes, Completed Notes | Full Description truncated after 248 characters; Notes and Completed Notes truncated after 4,000 characters each |
| Entry Notes | Permission to Enter | Enter Anytime → Permission Given; Permission Required → Call |
| Scheduled Date | Scheduled Date | |
| Created Date | Reported Date | |
| Created by | Reported By | Resident name if reported by a resident; otherwise "Happy Tasks" |
| Assignee | Assignee | Uses the default assignee configured in ResMan |
Work Order Updates
HappyCo → ResMan
When a work order is updated in HappyCo, the following fields sync to ResMan near-instantaneously:
- Location → Unit (if no unit, linked to property)
- Task Description → Full Description (248 char limit), Notes (4,000 char limit), Completed Notes (4,000 char limit)
- Status → Status (based on mapping config; see status mapping notes below)
- Entry Notes → Permission to Enter
- Scheduled Date → Scheduled Date
Note: Work Category and Assignee are not updated after initial creation.
Status update behavior: When mapping to Completed, ResMan will keep the existing status if it is already Cancelled, Closed, or Completed. When mapping to Planned (Submitted), ResMan will keep the existing status if it is already Submitted, Not Started, In Progress, or Scheduled.
Permission to Enter update behavior: If the existing ResMan appointment is Permission Given or Not Required, the field updates to Enter Anytime in HappyCo. If the appointment is Call or Permission Not Given and Permission to Enter is Permission Required, the appointment is left as-is in ResMan.
ResMan → HappyCo
Updates made in ResMan sync back to HappyCo within 15 minutes.
Work Order Description Format in HappyCo
After a work order is first synced from ResMan to HappyCo and back (typically within 15 minutes), the description field in HappyCo is formatted to match ResMan's field structure. If ResMan contains content for Notes or Completion Notes, they will appear as labeled sections in the HappyCo work order description:
<Full Description from ResMan> Notes: <notes content> Completion Notes: <completion notes content>
Updating these sections in the HappyCo description syncs the changes back to the corresponding ResMan fields. If the section labels are removed, the entire HappyCo description syncs to ResMan as the Notes field.
Description Character Limits
ResMan enforces the following character limits on work order description fields:
| Field | Character Limit |
|---|---|
| Full Description | 248 characters |
| Notes | 4,000 characters |
| Completion Notes | 4,000 characters |
Work order content that exceeds these limits will be truncated when synced to ResMan.
Completed Date Behavior
ResMan work orders can carry a Completed Date while remaining in Submitted status. This is a ResMan-specific behavior — if you see a work order with a completion date that appears to still be open, this is expected.
Initial Import
When work order sync is first enabled, HappyCo imports all work orders created in ResMan within the last 90 days. Ongoing, HappyCo continues to check work orders from the last 90 days for status changes.
Category & Status Mapping
ResMan uses fully customizable categories and statuses. During setup, a mapping is configured to translate between ResMan values and HappyCo values in both directions.
If no status mapping is configured, HappyCo uses the following defaults:
ResMan → HappyCo:
- Cancelled, Closed, Completed → Completed
- On Hold → On Hold
- Submitted, Not Started, Scheduled → Planned
HappyCo → ResMan:
- Completed → Completed
- On Hold → On Hold
- Planned → Submitted
Make Ready Project Work Orders
By default, work orders that belong to a Make Ready project in HappyCo will also create a corresponding work order in ResMan. This behavior is optional and can be disabled if you prefer to keep Make Ready work orders in HappyCo only.