<aside> 🏗️ Looking for steps on how to set up the integration? Setting up your Resman Integration →
🏘️ Sync your properties, units and their residents Integration syncs all properties and units into HappyCo and ensures all units are identical in Resman & HappyCo. This syncs every day.
⏰ Schedule inspections when a resident is given notice, moves out or in Integration will automatically create any new move out or move in inspections. A report can be created upon completion and these reports will be synced back to the unit as a PDF
🧹 Create Make Ready projects Integration creates Make Ready projects in HappyCo and syncs inspection reports back to the resident moving out in Resman. Optionally, you can allow tasks in these Make Ready projects to sync to Resman as a work order.
✅ Keep your Resman Work Orders and HappyCo Tasks in sync New work orders created in Resman will sync to HappyCo as a task; new tasks in HappyCo will sync to Resman as a work order.
🛠️ 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 Resman 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 Resman (such as being removed, renamed, tenant evicted) are updated back into HappyCo every 24 hours.
When a resident has been scheduled to move out in Resman, a Make Ready Project can be scheduled. Each project will be created with the default tasks and inspections you have configured. These tasks will then sync back as work orders in Resman.