Vincent Galante
Articles
-
Performing a Move Out
Intro Note: Move outs are available for non PMS-integrated customers only. Customers using a PMS with Happy Property perform move-outs within that system. Steps Find and Open the Lease to Move Out...
-
Add a Lease to Rent Roll Manually
Leases that were created outside of Happy Property can be added to Rent Roll. Once added, leaseholders can be added to the Resident Portal. Note: Customers with an active PMS integration cannot add...
-
Renewing a Lease Manually*
If you're renewing a lease for residents who have already been served a renewal notice, you may renew it manually. Note: This option is available only when your system is not integrated with a PMS....
-
Renewing a Lease with Notice*
In most cases, you will want to issue a notice to residents as part of your renewal process. Note: Customers with an active PMS integration must ensure that a renewal has been initiated within that...
-
Adding Ancillary Items to a Lease
Ancillary items such as parking and storage can be added to an upcoming or active lease. Remember then when ancillary items are added your organization may require an addendum or other form of cont...
-
Viewing Resident Documents
Lease documents and other files that have been added to a lease can be viewed by site team members. Steps Navigate to a LeaseFrom the menu, click Rent Roll and find the lease you wish to view. Cli...
-
Adding Resident Documents
Documents related to a resident can be stored on their lease and accessed by the residents of the unit and your team. Steps Navigate to Your UnitFrom the menu, navigate to Rent Roll and find the l...
-
Viewing the Rent Roll
Rent Roll displays all units within a property and provides access to leases and their associated actions. Using Rent Roll Tabs Tabs allow you to focus on data that is most important to your situat...
-
Auto-Deferring a Maintenance Ticket
Maintenance requests that need to be postponed or rescheduled can be deferred either manually or automatically. Auto-deferred tickets are deferred after a predetermined period of time. When tickets...
-
Printing a Maintenance Ticket
Once created, all maintenance tickets can be downloaded as PDF documents and printed. You can also generate reports for multiple completed work orders. Steps for Printing Individual Tickets Navi...