Live in about a week.
Days, without a PMS.
We set it up with you, or you run the setup wizard yourself. Either way, your current tool keeps running until you're ready.
The steps, and who does what.
1Connect your PMS
You
Approve HappiNest in Rent Manager, ResMan or Rentvine and share the connection details.
HappiNest
Connect it, run the first sync and import your history. That part can take a few hours.
2Bring in your properties
You
Pick the communities to bring over. No PMS? Add each one with its name and unit count.
HappiNest
Import every unit in the communities you pick, with their details from your PMS.
3Set up calls and texts
You
Fill in your legal business name, EIN and address once; carriers need it before automated texts go out.
HappiNest
Register your texting, and port your current number or start you on a new one.
4Calendars and rules
You
Each agent connects a Google or Microsoft calendar. Set tour hours, who gets which tours, and your pre-qualification questions.
HappiNest
Walk through your policies with you so the answers match how you lease.
5Go live
You
Keep your current tool for the first month if you want to compare.
HappiNest
Turn Happi on, watch the first conversations with you and adjust.
Or set it up yourself.
The setup wizard walks you through each step, including matching your PMS fields to HappiNest's. You check the few it isn't sure about.
- Company
- Connect your PMS
- 3Map your data
- 4Calls and texts
- 5Calendars
- 6Rules
- 7Go live
Set up HappiNest
Step 3 of 7
Map your data
We matched your Rent Manager fields. Check the one we weren't sure about.
What to have ready.
None of it is needed for the demo. It makes the week shorter.
Your PMS access
Someone who can approve an integration in Rent Manager, ResMan or Rentvine.
Business details
Legal business name, EIN, business address and a contact person, for carrier registration.
Your phone number
To keep it: the number, the current carrier and your account number with them.
Calendars
A Google or Microsoft calendar for each agent who takes tours.
Your leasing rules
Move-in, income, pets and anything else you ask before a tour, plus your tour hours.
Locks, if you have them
Locks already paired in the iglooworks app come straight in. Need locks? Ask us: we supply hardware below retail.
With your PMS, or without one.
With Rent Manager, ResMan or Rentvine: about a week
Without a PMS: days
Switch without the risk.
Keep your PMS, your locks and your listings.
Two ways to set up
Run it side by side
Leave any month
Onboarding questions
About a week with Rent Manager, ResMan or Rentvine; days without a PMS. The first import of your PMS history can take a few hours on its own.
No. Run HappiNest alongside it for the first month: free on Rent Manager and Rentvine, and a pilot on other systems or without a PMS. Then decide.
Your choice. We set it up with you, or you use the setup wizard yourself, which also matches your PMS fields to HappiNest's. Either way, a person from HappiNest is there if you get stuck.
No. The price is per door, month to month, with no setup fee.
Yes. Port your existing number to HappiNest, or start with a new one. Each number can route to one or more properties.
Phone carriers require a registered business before automated texts can go out. You fill it in once, and it covers both local and toll-free numbers.
Start with 15 minutes.
Your listings, your PMS and your door count. No slides.