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Switching guide

Switching from HappyCo: inspections are one module in ElevateOS, included.

Move-in and move-out inspections with photo evidence, side-by-side comparison and management sign-off, plus internal inspections on templates and schedules, inside the staff app your team already uses for work orders and packages.

Optima Signature consolidated six resident portals into one.

What stays. What changes.

The cutover keeps the systems and equipment that still work, then replaces the resident and staff experience around them.

What stays

your inspection templates, your checklists, your process.

What changes

inspections live in Staff App alongside work orders and asset tracking; there's no separate inspection app or separate invoice.

Plan for this

The one thing to settle before launch.

template migration. Rebuild your room-by-room templates in the portal in week three; export historical inspections from HappyCo for the records you need to keep.

Four weeks, no forklift.

A typical cutover runs about a month and nothing goes dark. Your onboarding plan will be specific to your buildings; this is the shape.

  1. Week 1, connect the PMS.

    Residents and leases sync from Yardi, Entrata, RealPage, ResMan, AppFolio or Rent Manager. Residents notice nothing yet.

  2. Week 2, connect the hardware.

    Locks, intercoms, lockers and thermostats connect to ElevateOS. The old app works in parallel. No lock is reprogrammed.

  3. Week 3, brand and configure.

    The home screen, amenities, fees, services catalog and Resivents calendar are set up. Staff get Staff App and training.

  4. Week 4, activate.

    Invitation emails go out, residents activate and keys appear on phones. The old app sunsets after an overlap you choose.

You keep: the hardware, the PMS, the staff and the exported history. You change: one app, one login and one invoice.

Proof

A switch already proven in the field.

Optima Signature consolidated six resident portals into one.

FAQ

Questions buyers ask on the first call.

Can residents do their own move-in inspection?

Yes, from the resident app, with photos and time stamps.

Is there a side-by-side comparison?

Yes, move-in versus move-out, with management sign-off.

What does it cost?

Inspections are included in the platform; there's no per-inspection fee.

Plan the switch from HappyCo

Bring your current PMS, hardware and app list. ElevateOS will map the overlap, migration and activation plan for your portfolio.

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