Page Comparison

1. Check-in date

From the tenancy screen:

• Click the Pre-Tenancy tab
  

• Enter the Check in date

2. Add gas certificate

Still on the Pre-Tenancy tab

Beside Gas certificate:

• If the property hasn't a gas supply, tick No gas
  
  Otherwise...
  

• Click No Certificate and select Add new certificate
  

• Enter details including: 

  • Type as Gas Safety

  • Booked and Expiry Dates

  • Provider 

  • Certificate Ref.
    

• Click Save (top right)
  

• An electronic copy of the certificate can be stored via the Documents button, as outlined in 3a below

3. Access pre-tenancy checks

Still on the Pre-Tenancy tab - the Pre-Tenancy Checks list is displayed

• Use the link to the right of the check to update the status of it
  Options are:
  Needed, Not Needed, Sent/Arranged, Completed
  

• If your configuration settings allow:

  • Click Add to add further entries to the list

  • Click the red cross on the right to remove a check

  • Click into the field to edit the check title
    

• The paperclip icon beside the check allows you to attach associated documents - see 3a
  

• The order of the checks can be changed - see 3b

4. Update & complete pre-tenancy checks

• Hovering over each check shows who last updated it and when
  

• A tick is displayed next to completed checks

5. Produce tenancy agreement

From the tenancy screen:

• Click Agreement tab
  

• Add any required clauses
  

• Click Letters and select Tenancy Agreement template
  
  Agreement will be displayed in Word format, amend as needed

6. Saving tenancy agreement

• Click Save (in Word)
  

• Select Save document in tenancy letters folder and click Accept
  

• An option to Convert to PDF is offered
  

• The Save file as screen allows the File name to be changed, where required, click Save
  
  The tenancy agreement is stored in the Existing letters and files section of the Letters screen
  

• Right-click over the file for options such as Attach to e-mail

7. Move in - change tenancy status

From the Details tab, middle pane (top):

• Ensure the Tenancy start and end dates are entered
  

• In Status, click to change the status to Tenancy current
  

• Click Yes to confirm
  
  A prompt to update the contact details for the tenant(s) is displayed
  

• In Applicant options, choose whether to Archive or Leave the applicant and whether to update the Tenant Addresses, then click Accept
  
  The tenancy status is now changed to Current Tenancy
  
  

8. Property record

The property record is also updated, as follows

• The property Status is now Tenancy Current - Unavailable

• The Available From date will be the day after the tenancy end date

• The Gas expiry/Certificates information is displayed in green

• The applicant is now displayed as the Tenant

• All key events (i.e. changes to tenancy status etc) are automatically written to the property Journal and displayed in the Activity Feed (on right)