Tenancy Progression

🔄 Progressing a Tenancy

You can manage and progress a tenancy from:

• The Tenancies screen (via a Contact or Property), or

• The Tenancy List, by either:

  • Right-clicking on the tenancy, or

  • Clicking the Menu button

🛠️ Available Actions

From this menu, the following tenancy actions are available:

• Pre-Tenancy – Begin setup before the tenancy officially starts

• New Tenancy– Create a brand-new tenancy record

• Edit Tenancy – Modify existing tenancy details

• Change to Current Tenancy – Update status once tenancy is active

• Cancel Pre-Tenancy – Remove a pre-tenancy and manage deposits

• Check In – Record tenant move-in

• Extend Tenancy – Renew or extend the tenancy period

• Adjust Start & End dates – Modify tenancy duration

• Update Rent & Commission – Revise financial terms

• Serve Notice – Initiate notice and generate required documentation

• Set Tenancy to Tenant Renewing – Mark tenant as intending to renew

• Set Tenancy to Tenant Leaving – Indicate tenant departure

• Check Out – Record tenant move-out

• Tenant Introduction – Log initial tenant engagement