Anna Wilkie
Articles
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Due Diligence: Updating Data and Regenerating Reports
Need to make changes to a report? No problem! You can update the inspection or audit data and regenerate your reports at any time! Once you've made changes, simply click on DD Orders, click on your...
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Due Diligence: How to Download Tables from the Property Dashboard Page in Manage
Certain property data is best reviewed directly from the Property Dashboard in Manage. While PDF reports capture most summary information, some detailed inspection and item-level data is easier to ...
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Adding Fixed Assets
Fixed Assets is the perfect place to track any big-ticket property items and, most importantly, the warranties that come with these items. Recurring Maintenance Schedules can also be set up against...
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Fixed Assets: Overview and Maintenance, Work, Files, and Condition History
Overview The Overview tab is, simply put, a general overview of all Fixed Asset activity: Fixed Asset details can be edited at any time by clicking on the three dots in the upper-right side of t...
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FAQ: Lease File Audits
Comparing rent roll to paper and e-leases has never been easier than with HappyCo’s Lease File Audit software. Transform your audits process by taking advantage of the efficiency of hotkeys an...
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Unit Walk: Unit Inspection Pre-filled Values
Pre-filling values in your Unit Walk template sets default ratings across all Scheduled inspections created from that template. This saves your walk team time in the field — inspectors don't need t...
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FAQ: Due Diligence Unit Walks
Common questions about Due Diligence unit walks — from planning and setup through walk execution, reports, and post-walk actions. If you don't see your question below, reach out using the contact i...
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How to view Fixed Assets
Step 1: Once you’ve selected a property, select ‘Fixed Assets’ in the Overview section on the left. Step 2: You will be presented with a list of all Fixed Assets associated with the property you ar...
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Property Metadata
Adding and updating Property metadata allows for more data points when reviewing reporting in Happy Asset Management. Some property details may pull in via an integration with a PMS system, but add...
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Punch Walks and External Collaborators
Punch Walks allow external contacts to complete browser-based inspections for Capital Projects and Unit Renovations. Punch Walks can contain a selection of or all Construction Scope items. You can ...