Pre-tenancy & move in processes
This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines how to carry out pre-tenancy & move-in processes
1. Check-in date From the tenancy screen:
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2. Add gas & electric certificates Still on the Pre-Tenancy tab - beside Gas cert / Electrical cert at top:
If the property has gas and/or electric, beside relevant section:
Gas/electric certificate details must be entered (or No gas/No electric ticked) before the tenancy status can be changed to Current Tenancy |
3. Access pre-tenancy checks Still on the Pre-Tenancy tab - the Pre-Tenancy Checks list is displayed Pre-Tenancy checks can be customised/configured via self-service configuration, as outlined here
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3a. Attach associated documents
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3b. Change order of checklist
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4. Update & complete pre-tenancy checks
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5. Produce tenancy agreement From the tenancy screen:
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6. Save tenancy agreement within the system & convert to PDF From agreement document in Word:
From tenancy:
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7. Move in - change tenancy status From the Details tab, middle pane (top):
A prompt to update the contact details for the tenant(s) is displayed:
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8. Property record The property record is also updated, as follows
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