Xochilt
Articles
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Mobile App Migration from Inspections and Tasks to Happy Property: Maintenance
Inspections and Tasks both available in Happy Property: MaintenanceWe are thrilled to announce the release of the Happy Property: Maintenance app (HPMA) in 2023. This article will provide you with ...
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Setting up your Yardi Integration
OverviewThis article walks through the required steps to connect HappyCo to Yardi. For an overview of what the integration does and what data syncs between the two systems, see the Yardi Integratio...
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New Incident Creation
To create a new Incident click the New Incident button on the top right area of the screen This will open a right side drawer where the following information can be captured: Incident type: A drop...
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View Incident Details
To view Incident Details and add Contacts, change the Incident Status, Attach files or fill in additional information required by your incident: Select the Property the incident has been created f...
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Incident Status Transition
The current structure of the Incidents feature allows for 3 different states on each incident. Open: Which indicates an Incident that has its initial Creation details captured. An Incident will re...
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Incident Actions (from list)
Incident actions (from list) From the Incidents list, it is possible to perform the following actions on Incidents when clicking on the ellipsis button at the far right end of each entry: Previ...
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Incident Activity Tracker and Revision History
Note: The Right Side Drawer is by default hidden on screens with a width resolution of less than 1530px, to access the panel, an option is made available on the Actions menu on the top right of the...
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Documents and Attachments - Incident Management
Documents and Attachments can be added to an incident when the Incident status is Open or For Review, once an Incident has been marked as Complete, it is not possible to upload files to it. Upload ...
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Resident, Guest, Vendor, Witness Contact Details
Adding, Editing and Deleting contacts is only allowed on Incidents with status Open or For Review. Add a new entry for Contact details To add a new entry related to Contact Details of a Resident, G...
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Management of Work Orders and Project Tasks
This article provides a guide on efficiently managing work orders and make ready tasks within HappyCo. It covers how to separate and link tasks, ensuring proper visibility and organization on the p...