Xochilt Puga
Articles
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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...
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Adding attachments or comments to Tasks in Happy Property: Maintenance
This article covers how to add attachments, comments, and signatures to Tasks in Happy Property: Maintenance. Adding a comment to a Task To add a comment to a Task in Happy Property: Maintenance, ...
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Difference between Project Tasks and Maintenance Tasks
This article covers the difference between Project Tasks and Maintenance Tasks in Happy Property: Maintenance. Tasks and Inspections are now in the same app! Your team can now easily navigate to ta...
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FAQ: Entrata Integration
Integrate your HappyCo account with the Entrata Integration and conveniently sync your Units directly through to the Inspections app, as well as automatically schedule Move In/Move Out Inspections ...
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Email Reporting Resident upon Task Completion
This article covers the feature, Email Reporting Resident upon Task completion and discusses the availability of the "email reporting resident" notification checkbox in HappyCo based on different s...