Vincent Galante
Articles
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Inviting a Resident to the Resident Portal
Residents who have not applied through Happy Property Leasing are not automatically invited to the Resident Portal. Here's how to manually invite them. Steps Find the ResidentFrom the menu, select...
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Adding a Resident
The initial number of residents in a unit can change throughout a lease. You can add or remove residents from an existing lease in the Residents tab. Note: Some property teams may be unable to add ...
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Creating an Inspection Template
Inspection templates Steps Navigate to Inspection TemplatesFrom the menu, go to Maintenance → Inspection Templates. Start Your TemplateClick the Add Template button. The new template will open....
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Synching Inspections with the Inspections+ App
Completed inspections on the Inspections+ app are not visible to the team until the performing agent has synced their data. Steps Navigate to the App HomescreenWhen you open Inspections+, this is ...
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Performing an Inspection with the Inspections+ App
The Inspections+ app is designed to help your team conduct inspections quickly, even when an internet connection is unavailable. Steps 1. Starting an Inspection Start the InspectionClick the + but...
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Claiming and Starting a Ticket on the Maintenance+ App
The Maintenance+ app allows your maintenance team members to claim and progress tickets for properties to which they are assigned. Claiming a Ticket To claim a ticket, click the Claim Job button...
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Understanding the Maintenance+ Dashboard
The dashboard is the home screen for all Maintenance+ users. From here, you can create, view, and manage maintenance tickets. The Maintenance+ app is accessible to maintenance users only. If yo...
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Adding a Maintenance Ticket with Maintenance+
The Maintenance+ app streamlines service request creation and resolution. Creating a new ticket is fast and easy. Steps Start TicketPress the + button at the bottom of the screen.The ticket creati...
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Yardi/Resident Portal Maintenance Statuses
Yardi and Resident Portal Maintenance have different statuses for Maintenance tickets. The following chart outlines the differences. Resident Portal Maintenance Yardi New Call Reviewed Asse...
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Understanding the Insights Dashboard
What is the Insights Dashboard? The Insights Dashboard lets your team use your data for business intelligence reporting. Generate, review, and manipulate data based on dozens of reports and data fr...