Add/Edit Tenants
You can add or edit data about Tenants. A Tenant is the person who is renting your property, or a space or unit within your property.
Add a New Tenant
- To add a new Tenant, go to the Properties or Tenants screen.
- Click on the Add Tenant button
.
- The Tenant Details screen displays.
- Complete the Tenant Data by typing or selecting the information into each field.
- If a data field is yellow, that data is required for the tenant record. If a data field is white, that data is optional.
- When all the data required/available is entered, click OK.
- The Tenant data is saved. The Tenant is now assigned to the specified Property, and displays in the Tenant screen.
Edit a Tenant
- To Edit a tenant, go to the Tenant screen .
- Find and select the Tenant in the Tenant list.
- Click the Edit Tenant button
.
- The Tenant Details screen displays.
- Edit the details, then click OK. The changed Tenant data is saved.
Tenant Details Screen Values
TENANT details
- Last Name
- First Name
- Title
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Contact Address
- Notes - Enter any notes about the Tenant.
- Reference Details - Enter any people providing character references for the Tenant.
PROPERTY details for the Tenant
- Property - Select the Property name from your list of entered Properties.
- Unit - Note which Unit at the Property the Tenant is renting.
- Tenancy Start - Date of the tenancy start period, as noted on their lease.
- Tenancy End - Date when the tenancy ended.
- Active - Check this box if this tenancy is still ongoing.
- Rent Period - Amount of time for which the tenant pays rent; weekly, biweekly, or monthly.
- Rent - Rent amount.
- Rent Start Date - Date when the tenant's first rent payment was due.
- First full rent period - The date when the first full rent period for the tenant begins.
- Pro rate initial rent - Check this box if the first rent amount due was pro rated.
- Payments in Advance - Amount of rent received in advance.
- Deposit - Tenant's security deposit amount.
- Deposit Returned Date - Date when security deposit was returned for former tenants.
- Deposit Returned - Yes or No for former tenants.
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