Matt DeBoer

Fixed Asset Maintenance

1. Asset Management
2. Fixed Assets

  You are able to automatically schedule your preventative fixed asset maintenance schedule when you have both Happy Asset: CapEx & Renos as well as Happy Property. Once you have added your Fixed A...

• Edited August 28, 2023 03:42
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Approvals

1. Asset Management
2. Properties

We allow required approvals to be set up on any Project Milestone item. This ensures that the right people have approved key steps in a project and that the approval is recorded on the project.   S...

• Edited August 28, 2023 20:54
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Duplicating/Copying Capital Projects and/or Unit Renovations

1. Asset Management
2. Properties

  Exterior Project Step 1: If you are wanting to copy an existing capital project whether it is planned, in progress or previously completed. You are able to do so by accessing that capital project...

• Edited August 28, 2023 04:26
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Project Milestones

1. Asset Management
2. Properties

  Project checklists ensure your teams are delivering projects in a consistent and standardized manner leading to greater efficiencies.  Project milestones have been separated into 3 stages: Pre-c...

• Edited August 28, 2023 03:54
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Capital Expenditure Budgets

1. Asset Management
2. Chart of Accounts

Track your capital expenditure budgets with accuracy by using budgets in Happy Asset: CapEx & Renos. CapEx budgets are set on a per-property basis. Our comprehensive reporting will allow you to agg...

• Edited August 28, 2023 03:25
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Supported file types for uploading documents and photos

1. Asset Management
2. Capital Projects

Happy Asset: CapEx & Renos supports storing important documentation including images related to a property. This allows for key information to be neatly organized, stored and managed.   Which file ...

• Edited July 27, 2023 22:24
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Property Settings

1. Asset Management
2. Properties

Property settings are settings that can be applied to an individual property that enhance your experience using Happy Asset: CapEx & Renos. These settings will automate certain actions and increase...

• Edited August 16, 2023 16:56
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How do I upload documents and/or photos to a project?

1. Asset Management
2. Capital Projects

  Step 1: Go to the either a Capital Project or Unit Renovation Step 2: Go to the Documents & Photos section Step 3: Select either Upload Document or Upload Photos   Step 4: Follow the steps below...

• Edited August 28, 2023 04:35
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How does the completion bar in the Construction Scope tile function?

1. Asset Management
2. Capital Projects

  The scope of work tile has a progress bar that provides a visual indication of how far along the construction work a project is.   The 100% progress bar is determined by dividing the number of co...

• Edited July 27, 2023 15:59
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How to add a scope of work

1. Asset Management
2. Capital Projects

  Step 1: On an exterior project or unit renovation, click on the tab "Construction Scope"   Step 2: Define an item by typing in the "+ Add an Item" field Step 3: Select a date from the greyed-out...

• Edited July 27, 2023 00:01
• 1 follower
• 0 comments
• 0 votes