NEW TENANT ONBOARDING CHECKLIST FOR PROPERTY MANAGEMENT

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--- PRE-MOVE-IN PREPARATION ---
[ ] Scheduled Cleaning Completion Date
[ ] Notes on Property Condition (Pre-Cleaning)
[ ] HVAC Filter Replacement? (Yes, No)
[ ] Smoke Detector Testing Complete? (Yes, No)
[ ] Number of Keys to Prepare
[ ] Pre-Move-In Photos
[ ] Pest Control Treatment Scheduled? (Yes, No)

--- LEASE AGREEMENT & PAPERWORK ---
[ ] Tenant Signature on Lease Agreement
[ ] Copy of Signed Lease Agreement
[ ] Lease Type (Standard Lease, Month-to-Month Lease, Fixed-Term Lease)
[ ] Lease Start Date
[ ] Security Deposit Amount
[ ] Addendums Signed? (Pet Addendum, Smoking Addendum, Parking Addendum)
[ ] Tenant Full Name

--- PROPERTY ACCESS & KEYS ---
[ ] Key Handover Date
[ ] Key Holder Name (if applicable)
[ ] Lockbox Code (if applicable)
[ ] Key Delivery Method (In-Person, Mail, Lockbox, Other)
[ ] Number of Keys Provided
[ ] Key Types Provided (Front Door Key, Back Door Key, Garage Door Opener, Mailbox Key, Pool Gate Key)
[ ] Key Receipt Acknowledgement (Tenant)

--- UTILITIES & SERVICES ---
[ ] Utility Provider - Electricity (Provider A, Provider B, Provider C, Other)
[ ] Account Number - Electricity
[ ] Utility Provider - Water (Provider A, Provider B, Provider C, Municipal)
[ ] Account Number - Water
[ ] Utility Provider - Gas (if applicable) (Provider A, Provider B, None, Other)
[ ] Account Number - Gas (if applicable)
[ ] Utility Transfer Date

--- WELCOME & PROPERTY ORIENTATION ---
[ ] Welcome Letter/Message
[ ] Provided Orientation Materials (Check all that apply) (Community Rules, Parking Information, Emergency Procedures, Maintenance Request Form, Pet Policy (if applicable))
[ ] Brief Property Walkthrough Notes
[ ] Explanation of HVAC System (Explained thoroughly, Briefly explained, Not discussed)
[ ] Scheduled Follow-Up Date
[ ] Orientation Start Time

--- EMERGENCY CONTACT INFORMATION ---
[ ] Police Department Phone Number
[ ] Fire Department Phone Number
[ ] Ambulance Phone Number
[ ] Property Manager Contact Name
[ ] Property Manager Phone Number
[ ] Maintenance Contact Name
[ ] Maintenance Contact Phone Number
[ ] Emergency Procedures Summary

--- FOLLOW-UP & FEEDBACK ---
[ ] Follow-Up Date (1 Week Post Move-In)
[ ] Tenant Satisfied with Move-In? (Yes, No, Neutral)
[ ] Tenant Comments/Concerns
[ ] Property Condition Score (1-5)
[ ] Were all promised repairs completed? (Yes, No, N/A)
[ ] Notes on Follow-Up Actions

--- END OF TEMPLATE ---
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