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 the total amount required to move into a unit before progressing to payment.
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 have slightly different tabs asking slightly different information in steps (B) - (G). Please check with your management team for specifics.
Access
(A) Move-In - From an active Lead card, click to begin the Move-In process. Note: Depending on which property management software your company uses, you may not have this option.
Rental Summary
(B) Calendar - The Move-In date was taken from what was entered in the Lead card. Click to adjust the move-in date, if necessary. This will set the cadence of future monthly payments. Note: Depending on which property management software your company uses, you may not have this option.
(C) Insurance - Click the dropdown to adjust the selected insurance option.
(D) Unit-specific Information - Confirm the unit information with the Lead. If needed, close the Move-In window by clicking the X in the top, right corner of the window to make adjustments directly in the Lead card. Refer to steps (KK) - (UU) in the Lead Card support guide for more information.
(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 Move-In process, entering Tenant information.
