Matt Littlefair
Articles
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Managing the default work order type associated with an Inspection Template
When work order types are enabled, default work order types can be defined on each inspection template. Any work order generated by that inspection template will inherit that work order type by def...
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Work Order Types Overview
OverviewWork Order types make it easier for your team to triage, understand, report on, and action any inbound work orders. What is a Work Order type?Work order types are labels applied to work ord...
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Generating and Reviewing an Application Audit Trail PDF
Property teams are able to generate a PDF document that summarizes an applicants entire application response audit history, including:The date and time an applicant/agent entered or modified a resp...
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Application Management - Application Lifecycle Stages and Statuses
The application lifecycle contains four primary stages, In progress, Submitted, Approved, Cancelled/Denied, within those stages are a series of statuses designed to support agents in understanding ...
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Application Denial Appeal - Administrator
Property teams can choose whether or not their applicants are be able to submit an appeal to their application denial. Navigate to to Settings > Company PreferencesSet Denial Appeal Enabled to True...
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Contacts
Contacts represent the key operational and leadership roles for each property – from onsite positions like Maintenance Supervisor and Property Manager, to regional roles such as Regional Property M...
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Conducting and completing a SiteVisit
Once your SiteVisit configuration is complete, you’re ready to conduct your onsite inspection. This process helps you capture real-time observations, document issues, and produce a detailed report ...
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Configuring your SiteVisit
OverviewSet up your SiteVisit template by selecting your site visit type amenities, reviewing pre-filled questions, and customizing the order and content of your inspection. 1. Defining Your Site V...
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Setting up Your Account and Property
OverviewBefore you begin your first property walkthrough with SiteVisit, you’ll need to ensure your account and property details are set up. If you’re already a HappyCo user, this process will feel...
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Creating and managing application templates
Your application template allows you to ask the questions you want to ask, collect the information you need to collect, and help you hone in on what your property team values most. What you configu...