Matt Littlefair
Articles
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Sending a lease out for signature
These are instructions for the newest version of our Application and Leasing product! Once an application has been approved, it’s time to prepare the lease documents for your applicant(s) to sign.⚠...
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Requesting additional information from applicants
As an agent with Application review permission you can ask an applicant to provide additional information through the application review process. Select Request additional details then you can ...
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Managing an application
Once an application has been sent to an applicant you can verify the status by looking at the overall application status and the status of the individual applicants. Once at least one applicant ha...
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Inviting applicant(s) to apply to lease
Start the Application Process There are two ways to invite an applicant to apply directly to a unit: Navigate to leasing section on side nav. Select "Applications" and click on Start Application...
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Application and Leasing Roles and Permissions
Agents can be assigned to the following views on the leasing table using the Permissions tab on the User: Prospects Applications Leases (includes Renewals and Lease Changes) Agents can then ...
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Team Management
We are thrilled to introduce our new Team Management feature, designed to streamline how HappyCo is used across your organization. It allows you to create and manage teams to enhance workflows with...
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Understanding Profile Sharing on HappyCo
At HappyCo, we aim to create a collaborative and connected environment for all users, whether you're a resident, technician, property manager or administrator. This article outlines how profile sha...
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Yardi Integration Mapping
OverviewThe Yardi integration connects your Yardi Voyager system to HappyCo, keeping properties, units, work orders, and inspections in sync between both platforms. Your user will need to be an Adm...
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Preserve the original completion date and time on a re-opened work order
If your property team has enabled this setting, Maintenance Technicians will have the ability to re-open a work order and preserve the original completion date and time stamp, improving reporting a...
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Enabling the ability to preserve the original completion date and time stamp on re-opened work orders
There are times when a work order is re-opened to add notes, or context or when they're re-opened in error. Enabling the ability for you maintenance technicians to preserve the original, correct wo...