Build your tenant move-in checklist.

How to build your tenant move-in checklist

1. 1

   Describe the job

   Keep tenancy handover items, meter references and condition notes together.

2. 2

   Review the first version

   Choose how the property coordinator records the tenancy reference and how the property manager reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your tenant move-in checklist

• Keep the tenancy reference in context

  Keep tenancy reference, unit, handover item, meter reference, condition note and acceptance together so the next person can understand the request or record.

• When the next step needs a decision

  A tenant receives keys before an agreed appliance inventory is complete. Keep key handover separate from accepting the condition record.

• Keep acceptance visible

  Keep the unresolved handover item visible when recording move-in acceptance.

• Choose what each person needs

  Give the property coordinator a working view and the property manager a review view. Keep tenancy reference and unit attached to the decision as the work moves between them.