Add a tenant and create a lease

Who is this guide for?

For the building manager who wants to register a tenant for an apartment and create a lease contract.

Before you begin

• Make sure that the contract currency is activated in building currencies, and that you have a fund in the same currency to collect rent.

Steps

1. Open Building Operations ← Floors, then Details on the apartment.
2. In the Ownership and Rent tab, click Add Tenant.
3. Select Link existing user and select from existing user, or Create new user and type first name, last name, ID (optional), phone, and country code.
4. Select start date (required).
5. In the How to Pay Rent section, choose how much the tenant pays and write the amount, example: monthly 1,000 (see explanation of the rent billing schedule).
6. Optionally: Landlord's share of the rent, Currency, Monthly charge day (by default the same day as the start of the contract), Fixed expenses, and Tenant documents.
7. If the apartment has a current tenant, leave End previous contract today enabled or choose a date in End previous contract in.
8. Click Save Tenant.

Result

The tenant appears in the Tenant Register as an effective contract and the apartment is marked as rented. If you create a new user with an ID number, the resident login information window appears for you to copy or send to him.

Important notes

• The contract remains open with no end date until you terminate it with the End Contract.
• Rental dues are automatically generated ahead of time depending on the auto-generation settings.
• If a message appears that the ID number is used in this building, use Link an existing user.
• If you do not see the Add Tenant button, you do not have permission — contact the building manager.

Who is this guide for?

For the building manager who wants to register a new tenant for an apartment from the mobile phone.

Steps

1. From Units Open the apartment.
2. Click the three dots at the top of the screen and then Add Tenant, or the Add button in the “No Tenant” card in the Information.
3. Type First Name, Last Name, Phone Number (required), and optionally ID Number.
4. Select Currency.
5. In Rent Payment Method select how much the tenant pays and type the amount.
6. Optionally: owner’s share and monthly fixed expenses.
7. Select Start of Contract. The Contract End field also appears as an expected date; The actual termination of the contract will take place later (see explanation of termination of the lease).
8. If the apartment has a current tenant, leave the Terminate the contract of the previous tenant of this apartment (if any) option enabled and choose its date.
9. Attach the documents if you wish, then click Save Tenant Data.

Result

The message “Tenant added successfully” appears and appears in the Current Tenant card. If you enter an ID number, an account will be created and the login information will appear for you to keep.

Important notes

• From the application only a new tenant is added; To link someone already registered to the building, use the web control panel.
• If a message appears that the ID number is registered in another building, check the number or contact support.