Tenants & Leases

Manage tenant relationships, leases, and move-in/move-out processes

Invite Tenant & Create Lease

Steps

1. Navigate to a vacant unit (Properties → Property → Unit)
2. Click "Create Lease" or "Assign Tenant"
3. Fill in tenant information:
   • First Name & Last Name
   • Email: Tenant will receive invitation to this email
   • Phone Number
4. Fill in lease details:
   • Start Date: When the lease begins
   • End Date: When the lease expires (or select Month-to-Month)
   • Monthly Rent: Amount due each month
   • Security Deposit: Amount collected
   • Rent Due Day: Day of month rent is due (e.g., 1st, 15th)
5. Click "Create Lease"

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Lease Details & Features

Lease Information Tracked

Field	Description
Start/End Date	Lease term period
Monthly Rent	Base rent amount
Security Deposit	Deposit collected
Rent Due Day	When rent is due each month
Late Fee	Fee charged after grace period
Grace Period	Days after due date before late fee
Status	Active, Expired, Terminated, Pending

Automatic Features

• Rent Invoices: Generated monthly based on lease terms
• Late Fee Calculation: Automatically added after grace period
• Renewal Reminders: Notifications before lease expires
• Balance Tracking: Outstanding balances calculated in real-time

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Manage Leases

View Lease Details

1. Go to "Leases" in navigation, or
2. Go to Unit → Current Lease

Edit Lease

1. On lease detail page, click "Edit"
2. Update terms (rent amount, dates, etc.)
3. Click "Save Changes"

Renew Lease

1. On active lease, click "Renew Lease"
2. Set new end date and any rent changes
3. Click "Create Renewal"

Upload Lease Document

1. On lease detail page, click "Documents"
2. Upload signed lease agreement PDF
3. Document is linked to the lease record

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Move-Out Process

Steps

1. On lease detail page, click "End Lease" or "Move Out"
2. Set move-out date
3. Record inspection notes (optional)
4. Calculate final charges/credits:
   • Outstanding rent
   • Damage deductions from security deposit
   • Credits/refunds
5. Process security deposit return
6. Click "Complete Move-Out"