<aside> 🏗️ Looking for steps on how to set up the integration? Setting up your AppFolio integration
🏘️ Sync your properties, units and their residents Integration syncs all properties and units into HappyCo and ensures all units are identical in Appfolio & HappyCo. This syncs every day.
🧹 Create Make Ready projects Integration creates Make Ready projects in HappyCo and syncs inspection reports back to the resident moving out in Appfolio. When the project is completed, the unit is marked as Rent Ready in Appfolio. Optionally, you can allow tasks in these Make Ready projects to sync to Appfolio as a work order.
✅ Keep your work orders and tasks in sync New work orders created in Appfolio will sync to HappyCo as a task; new tasks in HappyCo will sync to Appfolio as a work order; and updates to either will sync as well.
🛠️ Create work orders from inspections Upon completion of an inspection in HappyCo, all items where a work order may be required will be created as a task in HappyCo which then can be automatically and immediately sync to Appfolio as a work order.
Once setup, the integration can import all properties if desired, along with their units. The primary resident for each lease will then be synced automatically, for use with Tasks and Resident Inspections.
Any changes to these units in Appfolio (such as being removed, renamed, etc) are updated back into HappyCo every 24 hours.
When a resident has been scheduled to move out in Appfolio, a Make Ready Project can be scheduled within the next day. Each project will be created with the default tasks and inspections you have configured. These tasks will then sync back as work orders in Appfolio.
The project starts the date the resident is due to move out. However you can set tasks and inspections to be due before this time, such as a pre-move out inspection.
If the move out date for a resident is updated in Appfolio, project will be shifted to start on this new date including the due dates of the uncompleted tasks and scheduled inspections. The change will be synced every 30 minutes.