Xochilt Puga
Articles
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Scheduling a Task
Schedule a Task with a Date All tasks will now have a Scheduled Date. This will replace the due date, however by default it will be unscheduled. This applies to tasks created manually or via an ins...
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Sync Engine and Download Performance
Sync Engine The new Happy Property: Maintenance app features some improvements to the sync engine! The sync engine ensures that data is available and up-to- date consistent across user’s devices. T...
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Inspections to HPM
A new and improved Inspections in the new Happy Property: Maintenance app We are thrilled to announce the release of the Happy Property: Maintenance app (HPMA) in 2023. This article will provide yo...
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Navigating Incidents within the Happy Property Manage Application
The Incidents area is made available after you have selected a Property within Manage. The Incidents page presents the following items: Quick Status Filter: By default the value of All is select...
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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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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...