Xochilt Puga
Articles
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Setting up your Yardi Integration
Step 1: Install the 'HappyCo Service Request' packageVerify you have access to our vendor package HappyCo Service Request (HappyCo9). If you have a self hosted environment you will need to install ...
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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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Creating Tasks: An Overview and How to Create Them in Happy Property: Maintenance
This article covers the overview of Tasks and How to Create Them in Happy Property. Creating a new maintenance task in Happy Property: Maintenance To create a new maintenance Task in Happy Propert...
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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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Navigating Task Details in Happy Property: Maintenance
Navigating Task Details in Happy Property To open task details, select a task from the task list in the maintenance or project tasks tab. Location and created date The location of the task and t...
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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...