Tenants and agreements

The Tenants page

One row per person: their room, this month’s rent, when the agreement ends and their monthly share. Email, phone and parking edit in the row; its … has Message, Email and Call. In the bar at the top, Search, Room and Status narrow the list, and Applicants, Ready to move in and Past sit beside Current once someone is in them.

Select a row for their panel: this month’s rent with Record payment… (and Remind once it’s late), their agreement (Renew and Move out… near its end), Verification, and Contact: email, phone, language, Best way to reach and emergency contact, each editable in place. The buttons at the top call, text, email or message them.

Their page, in the panel, is the tenant’s own page, in their language: rent, repairs, messages and files. Email link sends it to them; Turn off stops it working. Tenants pay nothing to use it.

Put someone in a room

1. 1
   Add them

   Choose Add tenant: their name, an email or phone, and the room. Or choose Move in on an empty room on the Board.

2. 2
   Record agreement

   Fixed term or Month to month, the dates, monthly rent and security deposit. With two or more people, Monthly shares splits the rent equally or by amounts you set.

3. 3
   Add the lease

   Fill a lease form, in Record agreement, opens your state’s form with the details in. Or attach the signed PDF, now or later from the agreement.

Invite someone to apply

Invite to apply, beside Add tenant: their name, email or phone, the room, and Ask for a screening report if you want one. Send invite emails them a link, or Create link gives you one to send. Their application shows under Applicants, as Invited, then Applied; Review opens it. For a report, Open SmartMove takes you to TransUnion SmartMove, where the applicant pays for the report unless you choose to; mark Report received when it lands. Approve, and they’re Ready to move in.

Renew, change rooms, or move out

• Open the agreement from their panel, or from its row on Transactions. Near its end, Renew records the next term from the day after this one ends.
• Change rooms or people, while a fixed term runs, moves someone or adds or takes off a housemate from a day you pick. The deposit carries over.
• Move out… sets the day they leave. Rent, files and condition records stay. Then Settle deposit records any deductions and what you sent back.
• To raise the rent, choose Edit agreement, change Monthly rent and answer From which month?.

Archive a past tenant

Once they’ve gone and their deposit is settled, open them and choose Archive. They stay under Past, with Restore to bring them back.

If something does not look right