Create a lease

Open Lease Management

1. 01
   Open it

   In the side menu, open Properties and click Lease Management.

2. 02
   Status

   Click a status to filter: Draft, Scheduled For Activation, Active, Terminated, Expired or Inactive.

3. 03
   Add

   Click Add.

Fill in the lease

1. 04
   Unit

   Choose the unit under Units.

2. 05
   Dates

   Set the Start Date and End Date.

3. 06
   Terms

   Optionally paste the lease's Terms and Conditions.

4. 07
   Company

   If a company holds the lease, enter its Company Name.

Add the values and save

1. 08
   Values

   Optionally enter the Annual Value, Total Value and Currency.

2. 09
   Save

   Click Save. The lease opens as a Draft.

Add the lessee and members

1. 10
   Lessee

   Scroll to the Lessee tab and click Add. Choose the resident under User and fill in the billing address if you invoice them.

2. 11
   Members

   On Members, add the people who live with them.

3. 12
   Files

   Upload the signed contract on Contracts and Attachments, and other papers on Documents.

Activate it

1. 13
   Menu

   At the top right of the lease, click the three dots.

2. 14
   Activate

   Click Activate. A lease that starts in the future becomes Scheduled For Activation.

3. 15
   Edit or delete

   Edit and Delete are in the same menu.