Property Manager Sign up as a
Property Manager
It takes just 15 seconds with no credit card needed

By submitting your details, you are agreeing to our Terms and Conditions

Start your 14 day trial today

How to create an additional reason for a change tenancy build automation around the change

The change tenancy feature allows users to make changes to a tenancy in an easy flow that include for example :

  • Renewal of a tenancy
  • Moving a tenancy to another address

This is related to

How to move a tenancy to a new unit

How to renew a tenancy

Please note:

  1. This feature will work well with Xero and Quickbooks and does not require any changes to the mapping
  2. You cannot move a tenancy from one unit to another if there is a different owner or no owner.  If the move involves a unit with a different owner then please set exiting tenancy to past and re-create a new tenancy.

How to create bespoke reasons for a tenancy change to show as a reason for using this feature

This gives an additional description of the reason for the change

Go to prefrences>tenanciess>add a new type, For example, Create a reason called  “Move tenancy (pricing)”
















How to change a tenancy







Define the reason for the change renew, move etc



Now go through the 4 steps of the change tenancy screen





How to create automated actions around the tenancy change

Go to settings>automated events>change tenancy

From here you can build your automation. This is linked to understanding how to add an action to an event





Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below