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  1. HappyCo
  2. Asset Management

Asset Management

Inventories

  • Models
  • Items
  • Inventories

Core Concepts

  • Photo Upload Issues
  • Invoices
  • Bulk Upload
  • My Tasks
  • Onboarding Checklists
  • Chart of Accounts
  • See all 10 articles

Roles and Permissions

  • Vendor View
  • Notifications in Happy Asset
  • Roles & Permissions in Happy Asset

Account Settings

  • Resetting HappyCo Account Password

Properties

  • How to view Data Insights filters on a tablet or mobile device
  • Add property photo
  • Approvals
  • Duplicating/Copying Capital Projects and/or Unit Renovations
  • Project Milestones
  • Property Settings
  • See all 8 articles

Chart of Accounts

  • How to set a Default Chart of Accounts for a Property
  • Budgets

Capital Projects

  • Default Capital Project Milestones
  • Capital Project Tags
  • Proforma
  • Supported file types for uploading documents and photos
  • How do I upload documents and/or photos to a project?
  • How does the completion bar in the Construction Scope tile function?
  • See all 9 articles

Fixed Assets

  • Adding Fixed Assets
  • Fixed Assets: Overview and Maintenance, Work, Files, and Condition History
  • How to edit details of a Fixed Asset
  • How to view Fixed Assets

Unit Renovations

  • Renovation Items and Renovation Packages
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