Step 1: Add or Edit Units
Before adding a lease, make sure your units are set up:
Go to the Properties tab.
Select the property you want to manage.
Scroll to the Units section.
To edit a unit, click the three dots (
⋮) on the right.To add a new unit, click the Add New Unit button.
Step 2: Add a Lease
Once your units are set up, follow these steps to add a lease:
With a property, click the Leases tab.
Click Add New Lease to create a new lease
From here you will be prompted to enter:
Lease Details including lease documents, lease dates and rent amounts
Fees and Deposits including any recurring fees
Tenant details including name, email address and/or phone number
Rent collect options
If you don’t have tenant information yet, you can enter and save the lease details only. This will create a lease that you can add tenants to later.
Updating and Transitioning Tenants
When a tenant moves out or their lease expires, you do not need to delete them outright to make room for a new tenant. Instead, you can simply create a new lease under the same property. This can be achieved by revisiting the leases page and clicking the Add New Lease button to assign a new tenant as required. This process keeps your system updated while preserving historical tenant data. Note: Be sure to set the move out date on the expired lease for the previous tenant.