Understanding the tenancy status and journey

This article looks at:

1. What status are available
2. Tenancy journey workflow
3. How tenancy status effects unit status
4. Manually updating of the status
5. Automatically updating the status
6. How to view the incorrect status
7. How to build automation around tenancy status

1. What status are available

The different statuses are:

• Prospective – A tenancy that has applied to move in, but they have not signed contracts, etc. E.g. they are going through referencing or have put down a holding deposit
• Approved – A tenancy that is waiting for its move-in date
• Current – A tenancy currently in its fixed term, as stated in the contract
• Periodic – A tenancy on a rolling contract, with no set end date
• Ending – A tenancy with the property manager or tenant have given notice and there is a set end date
• Past – A tenancy that has been completed
• Rejected – Defined as a tenancy entered in error or a failure to move in

An”expiring” tenancy is NOT a status, but a reminder of a contract end date approaching. This article is linked to expiring tenancies.

2. Tenancy journey workflow

Download tenancy flow here: workflow tenancy only

3. How tenancy status effects unit status

The tenancy status will update the unit status automatically. This is linked to  understanding in the unit status

3. Manually changing the tenancy status

 Individually

Go to: tenancy > update status

Go to: Tenancy index page > Menu > Update status

In batch

Goto tenancy index page>update tenancy

4. Automatically changing the status

If you want Arthur to take care of your tenancy status, then you have an option to automate it from preferences> Tenancies>tenancy status

Please note the switch to past is either on end date or move out date but can`t be on both

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5. View incorrect tenancy statuses

This identifies a status that does not match the start or end dates

6. How to build automation around the tenancy staus

This is linked to understanding automated events and actions