Anna Wilkie
Articles
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Invoices
Invoices can be easily added and tracked within Happy Asset. They can also be associated with Capital Projects and Unit Renovations. Uploading Invoices Important: Happy Asset only supports invoi...
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Bulk Upload
Bulk Upload is a feature across the Happy Asset platform. Using Bulk Upload tools allow for easy bulk data input. Currently this is available for the following areas: Fixed Assets, Capital Projects...
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Renovation Items and Renovation Packages
Renovation Items and Renovation Packages make it possible to easily allocate Construction Scope Items to Unit Renovations! If you're familiar with Templates on our Happy Property Platform, this fol...
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Default Capital Project Milestones
Default Capital Project Milestones ensure that the same internal "checklist" is added for each Capital Project. If there are steps that each team should be completing that are same across all capit...
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Capital Project Tags
Creating Capital Project Tags makes it possible for more flexible, robust reporting in a customizable format. Capital Project Tags must be added globally under Account Settings. Once added, all Pro...
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How to set a Default Chart of Accounts for a Property
1. Navigate to the Property 2. Click Property Settings 3. Click Defaults 4. Click the three dot icon next to Chart of Accounts 5. Click Link Chart of Accounts OR Edit 6. Click to s...
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Unit Walk: Performing Unit Inspections
The Due Diligence Inspections mobile app is where your walk team performs unit-by-unit inspections in the field. This article covers how to set up your device before a walk, how to inspect each uni...
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Unit Walk: Performing Common Area Inspections
Common Area inspections capture the condition of spaces outside the units — lobbies, fitness centers, pools, building exteriors, playgrounds, and other shared amenities. This article covers what Co...
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Due Diligence: How to Submit a New Order
Creating a new Due Diligence or Lease File Audit order is quick and easy from your HappyCo Manage account. This article walks through the full flow — from submitting the order through attaching you...
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Due Diligence: Running Reports
Due Diligence reports give you a clear view of your Unit Walk and Lease File Audit data in an easy-to-review format. The good news: you can generate reports at any time and as often as needed — eve...