Automation that compliments an ending tenancy

Setting up your automation should be something you do to ensure efficient processes. Here are some examples of what you can do

Automation that compliments an approved tenancy

  • Email Tenant that there tenancy has been approved and details of what to expect next
  • Reminder Notification to register deposit after 15 days
  • Ending tenancy task including a checklist of things you need to do to progress this tenancy. Examples for the checklist

Check list to include:

  1. Email confirmation of ending tenancy
  2. Email tenant confirmation of date and time of move out
  3. Notify council tax/utilities
  4. Email agent if applicable
  5. Email owner if applicable
  6. Organise the check out
  7. Ensure all rent paid up to date
  8. Update status

Step 1

Create a task type called “Ending  tenancy”

 

Step 2

Create a check list to embed in this task *Only available for professional & Enterprise

 

Step 3

Set up your automation – To understand how to do this go to Automated events

on a status update  you will see the actions listed to run

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