Reena Watts
Articles
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Call Management: Your Step-by-Step Training Guide
Release: Currently in Early Access We’ve made Call Management easier to use and more powerful. Here’s what’s new:Easier User Management Manage all users in one place through the Admin Center. No...
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Broadcast Message to Community
With Call Management you can broadcast a message to your community. This allows you to send a message to residents to ensure you've communicated important information. To set up a community broadca...
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Notification Messages from Call Management
The Notify tab in Call Management offers three tools to broadcast messages to your residents. You’ll find these options in the dropdown menu:Resident AlertCommunity BroadcastSpecial AnnouncementLet...
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Getting Started as an Admin: Roles and Permissions for Call Management
This guide takes you through how to get your teams set up and ready to make use of Call Management for their properties.Add your usersAs an Admin, all user management happens within the Admin Cente...
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Managing the On-Call Schedule
You can manage the on-call schedule for your property by heading over to the 'On-Call Schedule' item in the left menu. The on-call calendarTo manage the on-call schedule for your property, select O...
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Creating an On-Call Schedule
This article covers how to create an On-Call Schedule and split coverage time between staff members. Creating the Schedule First, log into the Call Complete portal here Click on the On-Call S...
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Teams: Adding a user to the Onsite Team
This article covers how to add a user to your Onsite Team for Call Complete. In order for a user to be added to the Onsite Team for Call Complete, they must first have access to the property in Hap...
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Call Notifications for Users
Call Management allows you to manage notifications for each of your users to ensure your team members are alerted when messages are received from prospects and residents who call in. You can manage...
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Time Tracking in Tasks
Availability: Requires Tasks to be enabled for the account and property. Works in the Tasks mobile app and Manage (web). Users need permission to log time. Track Time on Tasks (Mobile)Time tracking...
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Vendor Management in Happy Property: Overview
Vendor Management in Happy Property helps you assign work orders to vendors, track their responses, and manage work across tasks and projects. Table of Contents Identify Vendors vs. Users Create a ...