Kallen Serbo
Articles
-
Managing 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...
-
The Communications Hub
OverviewThe Communications Hub is a secure, single-use link sent to residents via email and SMS. It provides a centralized place for residents to track their service requests, communicate with prop...
-
Managing Report Workflows and Styles in Manage
OverviewReport Workflows allow you to automatically generate reports from completed inspections and control the report types and presets used. Business Wide Report Styles allow you to easily apply ...
-
Understanding Profile Sharing on HappyCo
OverviewAt HappyCo, we aim to create a collaborative and connected environment for all users, including residents, technicians, property managers, and administrators. This article explains how prof...
-
Managing Passwords, User Profiles, and Property Access
OverviewThis guide helps Administrators manage user credentials, profile details, roles, and property access within Happy Manage.Key Concepts Folders: A structure for managing units and properties...
-
Deactivating and Reactivating Users
OverviewThis article explains how to deactivate and reactivate user profiles in HappyCo. Deactivating a user removes their access to your company's account and moves them from your Active User list...
-
Create Tasks or Work Orders From Inspection Ratings
OverviewThis article covers how to configure Template Rating Sets to automatically create a task or work order when an inspection is being completed.By linking specific ratings (such as "needs repa...
-
Communication Settings
OverviewThe Communication Settings page allows property teams to manage and customize resident task notifications and two-way communication for each property. This tool centralizes notification man...
-
Bulk Delete Inspections and Work Orders
OverviewThe bulk delete feature allows you to efficiently manage your data by removing multiple outdated or unnecessary inspections and work orders at once. This functionality works seamlessly with...
-
Admin Center Overview and Features
OverviewAdmin Center is an account management application that empowers account administrators to create and manage users, access, permissions, roles, and integrations with external vendors and dat...