Kallen Serbo
Articles
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Customizing Templates in Manage
OverviewThrough Manage, administrators can add templates from a starter list, duplicate existing templates, fully customize them by modifying sections and items, and delete templates from their acc...
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Adding and Managing Users in the Admin Center
OverviewThe Admin Center is the centralized hub where all user creation, management, and deactivations take place within the HappyCo platform. It allows administrators to securely configure individ...
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Managing Properties in the Property Provisioning Portal
OverviewThe Property Provisioning Portal allows you to easily add and remove properties for your HappyCo account.RequirementsTo access the Property Provisioning Portal and manage properties, you mu...
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Bulk Importing Units in Manage
OverviewYou can bulk import Units (for Multifamily Housing) and Properties (for Single Family Housing) directly into Manage using a CSV template. "Locations" and "Units" are used interchangeably in...
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Accounts and Billing
OverviewThe HappyCo Accounts team is your primary point of contact for billing inquiries, payment processing, and account modifications. You can reach the Finance team directly at accounts@happy.co...
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Using SnapText in the Happy Property: Maintenance App
OverviewSnapText allows Happy Property customers to use short, common phrases when completing inspections in the Maintenance app. Using SnapText allows for faster and more accurate completion of in...
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Report Styles in the Happy Property: Maintenance App
OverviewYou can choose different report styles for your inspection reports directly within the mobile app.RequirementsTo choose from different report styles in the mobile app, you must have multipl...
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Photo Annotation
Photo annotation allows you to draw or add text directly onto a photo. Annotations are available from inspections, work orders, and project tasks. Originals are preservedAnnotating a photo creates...
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Masked Call Routing in the Happy Property Maintenance App
OverviewMasked Call Routing allows technicians to call residents directly from the Happy Property Maintenance app without exposing their personal phone numbers.When a technician taps "Call Resident...
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Make-Ready Projects in HPMA (Happy Property Maintenance App): View Turns, Tasks & Inspections
Use the Happy Property Maintenance App (HPMA) to view Make-Ready projects—also called turns—along with their associated tasks and inspections, so you can see what's assigned to you and track a unit...