Faster, More Adaptable Inspections
Most property data starts with an inspection. This release takes the typing and sorting out of every walk, and makes records easier to find and correct afterward.
Smart Inspections
Speak it, don’t type it.
Inspectors used to type every observation mid-walk, then sort photos by hand afterward. Now they speak their observations and AI turns them into inspection entries, while each photo gets a suggested category as it’s taken. The inspector reviews everything, and portfolio teams get more complete, consistent data from every walk.
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- Inspectors type every observation during a unit walk → Speak observations; AI voice-to-text captures the detail
- Photos are sorted by hand after the walk → AI suggests a category for each photo as it’s taken
- Inspection data is hard for portfolio teams to use → More complete, consistent field data from every walk
Who it’s for
- Inspectors doing move-in, move-out and turn walks
- Teams running high inspection volume across a portfolio
- Regional managers who rely on consistent inspection data
How to enable
Available November 10. No setup needed.
Available November 10 • Happy Property • Mobile
Search on Inspections
Find any inspection from the web.
Finding a past inspection used to mean scrolling through lists. Now you can search for it directly on the web, and get back to the question behind it: an owner request, an audit or a dispute.
- Finding a past inspection means navigating through lists → Search for the inspection directly from the web
- Pulling a record for an owner or dispute takes time → Minutes, not hours, to find the record you need
Who it’s for
- Property teams looking up past inspections
- Portfolio users answering owner and audit requests
How to enable
Early Access. Contact your CSM to enable it for your business.
Web only at launch.
Early Access • Happy Property • Web
Bulk Edit for Unit Walks
Fix it once, across every unit.
When the same error showed up in dozens of unit walks, fixing it meant reopening each one. Now due diligence teams can correct data across multiple units in one pass, without reopening completed walks, so reports are ready on deal deadlines.
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- The same error needs fixing in dozens of inspections → Correct data across multiple units in one pass
- Manual corrections slow down DD reporting → Review and apply edits without reopening completed walks
Who it’s for
- Due diligence teams running high-volume inspections
- DD coordinators correcting unit-walk data
How to enable
Available November 10 for Due Diligence customers. No setup needed.
Available November 10 • Due Diligence
Header Disclaimer
Context that travels with the report.
Important context about an inspection often lived somewhere else. Now a disclaimer sits in the inspection header on web and mobile, so everyone who reads the report sees it alongside the findings.
- Important context about the inspection lives somewhere else → The disclaimer travels with the inspection, in its header
- Findings can be read without the context behind them → Every reader sees the same context on web and mobile
Who it’s for
- Inspection teams
- Owners, residents and partners who read inspection reports
How to enable
Available November 10. No setup needed.
Available November 10 • Happy Property • Web + Mobile
Bypass Signature Workflow
Decide who can complete without a signature.
Control which of your team members can complete an inspection without a signature, on web and mobile.
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Who it’s for
- Admins setting inspection rules
- Teams where some roles don’t need a sign-off
How to enable
Available November 10. No setup needed.
Available November 10 • Happy Property • Web + Mobile
Project Board Improvements
Catch stalled turns before they cost you.
The Make Ready project board now flags changed move-out dates, shows where each vendor stands and measures turn time.
- A move-out date changes in the PMS and nobody reschedules the turn → The board flags it the moment the date changes, with the previous date on hover
- Chasing vendors to confirm they picked up the work → A status on every vendor task: notified, accepted or declined
- No reliable number for how long turns actually take → A Turn Time column, move-out to completion, matching Property Profile
- The calendar shows everyone’s tasks at once → Filter by vendor or sub-category to see just their scheduled work
Who it’s for
- Make Ready and turn teams coordinating vendors
- Regional managers watching for stalled turns and tracking turn time
How to enable
Available November 10. No setup needed.
Available November 10 • Happy Property
Rebuilt Template Editor
One template instead of five near-identical ones.
A rebuilt inspection template editor on the web, so teams can build and maintain fewer, better templates.
Who it’s for
- Admins who build and maintain inspection templates
How to enable
Early Access. Contact your CSM to enable.
Web only at launch.
Early Access • Happy Property • Web
Work Lands on the Right Team, and Updates Stay With the Job
Field teams get updates where they work, and on-call managers can see exactly who will answer after hours.
Mobile Notifications
Updates where the work happens.
Techs miss updates when they’re away from a desk, and assignments end up in texts and calls. Now notifications land on the phone your team already works from, and they can be revisited in the app, so every update stays tied to the work order in HappyCo.
- Techs miss updates when they’re away from a desk → Notifications land on the phone your team already works from
- Assignments and questions leak into texts and calls → Updates stay tied to the work order in HappyCo
- Tap a push notification and the update is gone → Revisit supported notifications in the app
Who it’s for
- Technicians and inspectors working in the field
- Supervisors who need to know when work changes hands
- Customers already using mobile notifications in Early Access
How to enable
Moves from Early Access to generally available on November 10. No setup needed.
Available November 10 • Mobile
Team Management in Call Management
Put the right people on call.
Everyone tied to a property used to land on the on-call team, so managers had to verify each person. Now managers choose who is actually on call, with more dependable assignment and team administration.
- Everyone tied to a property lands on the on-call team → Managers choose the people who are actually on call
- Managers verify every name before they trust the schedule → More dependable assignment and team administration
Who it’s for
- On-call managers
- Admins running Call Management across properties
How to enable
Early Access. Requires some setup. Contact your CSM to enable it.
Early Access • Call Management
Deactivated Users in Call Management
No gaps hiding in the schedule.
An on-call schedule could quietly depend on someone who had already left. Now deactivated users are visible in Call Management, so admins can spot the gap and close it before an after-hours call goes unanswered.
- The schedule can quietly depend on someone who has left → Deactivated users are flagged when managing coverage
- Gaps surface only when an emergency call goes unanswered → Admins can close the gap before it matters
Who it’s for
- On-call managers
- Admins managing after-hours coverage
How to enable
Available November 10 for Call Management (not Call Complete). No setup needed.
Available November 10 • Call Management
AI Grounded in the Operation: Your Procedures, Your Data
Every call answered with your SOPs, work orders logged from the AI tools your team already uses, and reporting that starts from the question.
Voice AI Triage Agent
Every maintenance call answered.
Calls go unanswered after hours and at peak times, and generic scripts ignore how your property works. The Voice AI triage agent answers every inbound maintenance call, triages it using your SOPs and property notices, and creates the work order from the call.
- Calls go unanswered after hours and at peak times → Every inbound maintenance call is answered and triaged
- Generic scripts ignore property procedures → Triage follows your SOPs and property notices
- Requests are re-keyed from voicemail → Work orders are created from the call
Who it’s for
- Properties with gaps in after-hours coverage
- High-volume sites where calls go unanswered at peak
- Call Management customers reducing on-call load
How to enable
Available as a new add-on. Talk to your account rep or CSM to get started.
Available November 10 • New add-on • Call Management
HappyCo MCP: Create and Edit Work Orders
Spot the problem, log the work, same chat.
HappyCo MCP could already answer questions about your data. Now it can act on them: create or edit a supported work order directly from the chat, while the record stays in HappyCo.
- MCP could answer questions but not act on them → Create and edit work orders directly from the MCP
- Acting on an answer meant switching back to HappyCo → Spot the problem and log the work in the same chat
Who it’s for
- Regionals and VPs already using HappyCo MCP
- Teams who work in Claude and want to update HappyCo from there
How to enable
Add the HappyCo connector from the Connectors Directory in Claude.
Available November 10 • Cross platform
Bilt Integrations
Powered by HappyCo.
Resident requests and the operations work used to live in separate systems. Now requests from the Bilt resident portal create work orders in HappyCo, with resident updates connected to both. And Bilt customers get chat-first maintenance triage and a simplified inspections service, powered by HappyCo.
- Resident requests and operations work live in separate systems → Bilt portal requests create work orders in HappyCo
- Requests get re-keyed between tools → Resident updates stay connected in both systems
Who it’s for
- Operators using Bilt and HappyCo
- Residents submitting requests through the Bilt portal
- Onsite teams receiving those requests in HappyCo
How to enable
Enable the Bilt plugin in the Plugin Marketplace, then contact Bilt to complete setup.
Available November 10 • Happy Property • Plugin
Simplified Reporting
“How are my properties doing?” Answered.
Pre-built dashboards in HappyCo that start from the question your team needs answered. No setup, no report building and no Insights expertise needed.
Who it’s for
- Operational users who need answers without building reports
- Regional managers comparing properties
What you get
- Work orders (including urgent and after-hours), scheduled and compliance inspections, and turns / make ready
- Start at the business and drill down to any property
- Headline tiles show green, yellow or red against a target, and every tile shows how it’s calculated
- Setup-gap flags show when missing data, like untyped work orders, affects the numbers
- Download any table to Excel
How to enable
Early Access pilot. Contact your CSM to join.
Early Access • Happy Property
Ownership Reporting
Reporting built for owners.
Reporting views shaped around the decisions an owner makes, not an operator’s task list.
- Owners get views built around an operator’s task list → Reporting shaped around the decisions an owner actually makes
Who it’s for
- Owners and asset managers
How to enable
Early Access. Contact your CSM to join.
Early Access • Happy Property
SOPs and Property Notices
The right answer for each property.
Supported workflows, like Voice AI triage and Happy Force, draw on each property’s procedures and current notices.
- The same issue gets the same response at every property → Responses follow that property’s SOPs and current notices
Who it’s for
- Service teams and the residents they help
How to enable
Rolling out. Talk to your CSM about adding your SOPs and property notices.
Rolling out • Voice AI • Happy Force
Happy Force SMS AI Agent
Faster, more consistent replies by text.
Happy Force now uses an AI agent for SMS conversations with residents, grounded in each property’s SOPs.
Who it’s for
- Happy Force customers and their residents
How to enable
Nothing to enable. It’s part of the Happy Force service.
Happy Force service • Happy Force
Proactive Error Notifications
Integration issues caught early.
HappyCo Support is alerted to integration and Call Complete errors as they happen, so many issues can be solved before they affect your operations.
Who it’s for
- Every team that relies on PMS integrations
How to enable
Nothing to enable. This runs behind the scenes.
Support improvement • Integrations • Call Complete
Know What Every Property Owes, and Hold the Evidence in One Place
Three Early Access tools that connect certificates, logs and unit history to the property they belong to.
Document Vault
Every obligation in one place.
Track operating certificates by property feature and location, with work orders and renewal reminders created for you.
- Certificates live in spreadsheets and shared drives → Certificates tracked by property feature and location
- Renewals are missed until someone finds them → Renewal reminders and work orders are created for you
Who it’s for
- Compliance and regional managers tracking what each property owes
- Asset managers who need the evidence on hand
How to enable
- Enable Document Vault in Release Updates
- Add a property feature to a property
- Compliance obligations are added for that feature
Early Access • Happy Property
Logbooks
Compliance without clipboards.
Recurring and event-driven logs, like pool readings, refrigerant and snow logs, captured on mobile and stored with the property.
- Pool, refrigerant and snow logs live on paper in the plant room → Recurring and event-driven logs in HappyCo
- Proving the work happened means digging through binders → Scheduled logs stored with the property
Who it’s for
- Onsite maintenance teams logging recurring checks
- Compliance managers who need proof on demand
How to enable
- Enable Logbooks in Release Updates
- Add a property feature to a property
- Enable a Logbook for that property
Early Access • Happy Property • Mobile
Units View
One record for every unit.
One view rolls up leases, work orders and inspections for each unit, before you decide what to do next.
- A unit’s history is split across leases, work orders and inspections → One view per unit brings them together
Who it’s for
- Property managers answering questions about a specific unit
- Maintenance supervisors checking history before work starts
- Asset managers reviewing unit condition over time
How to enable
- Enable Enhanced unit view in Release Updates
Web only at launch.
Early Access • Happy Property • Web
One Place to Run the Portfolio
Set up teams, access and templates from one surface, and plan capital against inventory data you can trust.
Control Center
One admin surface.
Administration and settings come together in one Control Center, with bulk user and role changes and a history of recorded changes.
- Admin and settings live in separate places → Admin and settings merged into one Control Center
- Access changes happen one property at a time → Bulk user and role changes, with a history of recorded changes
Who it’s for
- Admins managing properties, access and integrations
- Portfolio ops teams making changes across many sites
How to enable
Available November 10. No setup needed.
Available November 10 • Happy Property
Bulk User and Role Changes
Update access across the portfolio at once.
Update users and roles across many properties in one go, and close access quickly when someone leaves.
Who it’s for
- Admins and portfolio ops teams
How to enable
Available November 10. No setup needed; part of the new Control Center.
Available November 10 • Happy Property • Control Center
Incident Management Templates
Build once, share everywhere.
Create and manage incident templates in one place, and share them across your properties.
Who it’s for
- Admins standardizing incident response across properties
How to enable
Available November 10. No setup needed; part of the new Control Center.
Available November 10 • Happy Property • Control Center
Full Audit History
See what changed, and when.
A history of recorded changes in Control Center, so admins can see what changed, when and by whom.
Who it’s for
- Admins and portfolio ops teams
How to enable
Available November 10. No setup needed; part of the new Control Center.
Available November 10 • Control Center
Inventory
Data you can plan capital against.
Cleaner models, visible gaps and less manual entry, so asset teams can budget for replacements with confidence.
- Duplicate models and items reduce confidence in the data → Deduplication, model scoring and a models-needing-review report
- Gaps in inventory are found by hand, if at all → Floor plan configuration, a completeness report and a missing-inventory workflow
- Entering item and model details by hand is slow → Parts lists, stock photos and manufactured dates filled in for you
Who it’s for
- Asset managers planning end-of-life budgets
- Site teams capturing inventory during inspections and work orders
- Ops managers who run inventory reports
How to enable
- Enable Inventory Enhancements in Release Updates
- Make sure permissions are assigned
- Configure floor plan inventory for each property
Early Access • Happy Asset
