Matt
Articles
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Automatically Mark Units as Rent Ready in Yardi on Project Completion
OverviewThe Yardi Rent Ready Automation feature gives property admins control over how units are marked as Rent Ready in Yardi from HappyCo's Project Board. Admins can choose from three modes per p...
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Work Order Auto Assignment
🧪 Beta Program: This feature is currently available to Beta Program participants only. If you're unsure whether your organisation has access, contact your HappyCo account manager.OverviewWork Order...
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Engrain Maps in Happy Property
OverviewHappyCo integrates with Engrain to display open work orders on an interactive floor-plan map of your property. This gives your team a spatial view of maintenance activity — making it easy t...
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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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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...