Tasks & WOs
This step must be completed by the leasing team BEFORE saving any work order.
Entering the Reporting Resident
In general, photos must be attached to any inspection item marked with this status.
Fail
This is who you contact if an update is needed on the Call Management schedule
Your designated Scheduler
Incident reports must be filed within this timeframe after the event occurs.
Within 24 hours of notification.
The dashboard used to monitor inspection completion rates, overdue inspections, and make-ready status.
Inspection Dashboard (Usage & Adoption Dashboard)
Tasks should be assigned to this — never left empty — to maintain accountability.
A specific Team Member or Vendor
Before starting the Sparkle Inspection, you must confirm this item is complete in HappyCo.
Make Ready Checklist
This is the status that the on-call technician will set for the work order
On-hold
This type of content should never appear in an incident report description.
Opinions or assumptions — facts only
You should use this dashboard proactively throughout the day — not just when a resident calls.
Work Order Dashboard
Work orders submitted through the Resident Portal default to this status.
Enter Anytime
These four inspections are generated automatically when a move-out is scheduled in Yardi within the next 90 days. Bonus $100, if you can name the fifth additional inspection.
Pre-Move Out Inspection, Move-Out Inspection, Make Ready Checklist, and Sparkle Inspection.
Bonus: Move-In Inspection
What do you need to do if a on-call team member needs their phone number updated
Submit a request to the Help Desk
Regional Manager
On the Inspection Dashboard, use this feature to narrow results by unit, date range, or inspection type.
Filters
Expedited work orders are marked with this priority level in HappyCo — not Urgent.
Normal
Inspection customization requests must be submitted this way, on a property-by-property basis.
Via Help Center ticket
This icon indicates a work order includes a transcript of the call recording
The voicemail icon
This is the confidentiality rule for all incident reports.
Not to be discussed with residents or unauthorized parties
What widget gives a summary of work order completion comments by resident
Work Order Comments last 30 days
This feature does NOT work with the CRM IQ call tree setup.
Resident Broadcasting
Completion notes entered by maintenance appear here on the Resident Portal.
Technician Notes section
This step must be taken for a team member to be included in the call tree
Phone number verification for each property in the loop
Beyond the description, these items should be attached to an incident report when available.
Photos, police report numbers, witness statements
What is the difference between a Project task and a Work Order task
Projects are tied to the Project Board. WOs are for one-off requests.