Schedule Move Out

How to Schedule a Move Out?

The Move-Out process within the Contract Detail Page is designed to help operators efficiently manage tenant move-outs, ensuring all procedures are followed and accounts are settled. Follow these steps to schedule a tenant's move-out:

Step 1: Initiating the Move-Out Process:

1.1. Access the Contract Detail Page: 
  1. Begin by navigating to the Contract Detail Page of the tenant who wishes to move out.
1.2. Click on "Move Out" Button:
  1. User can locate and click on the "Move Out" option. This will initiate the move-out process.



Step 2: Scheduling the Move-Out and Settling Account:

2.1. Move-Out Date Selection:
  1. After clicking "Move Out," a pop-up window will appear, prompting you to select a move-out date.
  2. The default move-out date will be automatically set based on the notice period. You can adjust this date using the calendar picker.
2.2. Role-Based Calendar Access:
  1. Owner or Master Admin Roles: Users with these roles will have unrestricted access to select any available date from the calendar.

  2. Other Roles: If you're in a different role, your access to available dates may be limited by permissions set by the Owner or Master Admin.
2.3. Choose a Scheduling Option:
  1. Option 1: Schedule Move-Out Only:
    1. Select this option if you want to set a move-out date without immediately settling accounts.

  1. Option 2: Schedule and Settle Accounts:
    1. Enable this option if you wish to settle the tenant's account at the time of scheduling the move-out.
    2. A toggle button will allow you to generate a prorated invoice or credit note for the tenant.


2.4. Billing and Payment Settings:
  1. If settling accounts, set a billing date by which the tenant must make the final payment.
  2. Any outstanding invoices will be moved to the payment queue for automatic processing on the specified date.
  3. If there is a credit balance, you can manually initiate a refund for the tenant.

Step 3: Sending Notifications

3.1. 
Confirmation Email:
  1. Once the move-out is scheduled, the tenant will receive an email confirming that their move-out request has been received.


3.2. Payment Link:
  1. If there are any outstanding dues, the confirmation email will include a payment link for the tenant to complete the necessary payment.


By following these steps, you can efficiently schedule a tenant's move-out, ensuring that all procedures are followed, and any necessary payments are settled.
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