Learn HAPSecure in plain English.

Goal: Create the first unit and understand the Red Zone/Safe Zone view.

1. 1.Open the dashboard and add one voucher unit.
2. 2.Enter the PHA name, HAP contract number, rent, HAP portion, and tenant portion when you have them.
3. 3.Use the portfolio status cards to see monitored units, HAP at risk, and open deficiencies.
4. 4.Treat HAPSecure as your operating file; keep the PHA notice as the source of truth.

Goal: Get a notice into the review queue without changing the ledger yet.

1. 1.Upload the PDF or email file from the dashboard ingestion panel.
2. 2.Use the unit selector carefully; an unverified unit should stay in review.
3. 3.Wait for the extraction job to finish before refreshing the page repeatedly.
4. 4.If the notice was forwarded by email, assign it from the inbound triage queue when that view is live.

Goal: Verify unit, severity, deadline, and deficiencies before committing.

1. 1.Compare the extracted fields against the original PHA notice.
2. 2.Check the unit, inspection date, cure deadline, severity, and deficiency text.
3. 3.Reject non-deficiency documents or anything that belongs to another unit.
4. 4.Commit only when the notice is correct enough to become part of the tamper-evident ledger.

Goal: Know which repairs need attention first.

1. 1.Use the Red Zone and calendar together; the closest deadline wins.
2. 2.Look for overdue, sub-day, this-week, and later deadlines.
3. 3.Prioritize life-safety and high-HAP units first.
4. 4.Confirm local PHA requirements before relying on any deadline outside the original notice.

Goal: Store repair photos with timestamp and optional GPS evidence.

1. 1.Open Field Proof on a phone after the repair is complete.
2. 2.Select the correct unit and take a clear photo of the completed repair.
3. 3.Add a short note that matches what the PHA cited.
4. 4.Submit the proof; HAPSecure stores the image and capture metadata in the proof record.

Goal: Download records for PHA follow-up, internal review, or audit support.

1. 1.Use Reports for audit exports and unit-level records.
2. 2.Open the unit detail page when you need the ledger timeline.
3. 3.Download the PHA audit report before a reinspection or dispute call.
4. 4.Use proof packets once the dedicated proof-of-cure packet workflow ships.

Goal: Keep tenant rent and PHA HAP amounts separate.

1. 1.Enter expected and received HAP amounts separately from tenant payments.
2. 2.Flag unexplained drops as follow-up items.
3. 3.Compare the reconciliation view to PHA remittance records or bank deposits.
4. 4.Do not charge the tenant for the PHA-covered portion unless your PHA and lease documents allow it.

Goal: Use FMR/SAFMR context and local comps before talking to the PHA.

1. 1.Enter ZIP code and bedroom count to pull HUD FMR/SAFMR context.
2. 2.Add your own comparable unassisted rents when available.
3. 3.Export or save the determination for your operating file.
4. 4.Remember that the PHA makes the rent-reasonableness decision.

Goal: Make the account safer and easier for the team to operate.

1. 1.Turn on MFA for the owner/admin account.
2. 2.Invite team members and use the lowest role that lets them do their job.
3. 3.Add field-tech contacts so deadline alerts have a destination.
4. 4.Use Billing to manage subscription and receipts.