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 than described here. Please check with your management team for specifics.
Access
- (A) Move-in icon - From an active Lead card, click to begin the Move-In process.
Rental Summary
- (B) Move In Date icon - This date was taken from the Lead card. Click the icon to access a calendar and adjust the move-in date, if necessary.
- (C) Insurance dropdown - 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.
- (E) Calculate Move-In Cost - Click to access an (F) itemized list of associated move-in costs.
- (G) Next - Click to proceed to the Tenant Info tab.
