Occasionally you go out to a property to conduct an ingoing inspection, only to realise that the wrong tenant is associated with the inspection. This is a simple enough fix once you get back to the office.
Adding a Tenancy to a Property
STEP 1: You must first search your property on the CMS using the search bar located at the top of the CMS.
STEP 2: Then select the 'Pencil' icon on the right of the property to enter edit mode.
STEP 3: Once in edit mode, select '+ Add New Tenancy'.
📝 Take note: Please do not edit an existing tenancy and replace it with a new tenancy. It is always better to add a new tenancy for a new tenant. Editing one tenancy and replacing the information with new tenant details can cause issues.
If a tenancy already exists on the property, you will be prompted on whether you wish to archive them or not. In most cases you would select yes, the choice is yours.
STEP 4: From this screen, you need to fill out all of the information required for the Tenancy.
Tenancy Section
All Tenant Names should be added to the 'Full Name' field.
Only the Main Tenant's Email and Mobile should be added to the 'Email' and 'Mobile' fields.
Lease Section
Add in 'Lease Start' and 'Lease End' dates, along with 'Current Rent' and Rent Period/Frequency.
Tenants On Lease
You must add in all Tenants that are on the list, including the Main Tenant.
(Please be careful to make sure that you are entering in the correct names, emails, mobiles, lease dates and current rent amounts.)
STEP 5: Add all of the tenants that will be on the lease in this section and once you are done press 'Save Property'.
Applying a Tenancy to an Inspection
STEP 1: To add a tenancy to an Inspection, click 'View Report' on the right of your completed ingoing inspection.
STEP 2: Then click the 'Edit' icon at the top of the report.
STEP 3: Then click on the 'Pencil/Paper' icon to the right of the tenant name(s).
STEP 4: A pop-up window will appear; simply click on the new tenant's name (not the pencil) and then click on 'Done'.
Should you have any issues, please contact our Support Team by starting a Chat or emailing im.helpdesk@proptechlabs.com