The purpose of this guide is to explain how to complete the first step in moving in a Lead, calculating the total move-in cost. This provides the Lead important information before continuing with the process, which culminates in payment and receipt confirmation.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Depending on which property management software your company uses, you may not be able to move-in a Lead. You may also have slightly different tabs asking slightly different information than described herein steps (B) - (G). Please check with your management team for specifics.
Access
- (A) Move-in icon In - From an active Lead card, click to begin the Move-In process.
Rental Summary
- (B) Calendar - The Move-In Date icon - This date was taken from what was entered in the Lead card. Click the icon to access a calendar and it to adjust the move-in date, if necessary.
- (C) Insurancedropdown - Click the dropdown to adjust the insurance selection.
- (D) Unit-specific information - Confirm the unit information with the Lead. If needed, close the Move-In window to make adjustments directly in the Lead card & refer to steps (KK) - (UU).
- (E) Calculate Move-In Cost - Click to access an (F) itemized list of associated move-in costs.
- (G) Next - Click to proceed to the next step in the Tenant Info tabMove-In process, entering Tenant information.
