TENANT MOVE-IN AND MOVE-OUT WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Tenant Profile: Retrieve existing tenant information and lease terms from the Tenant Data Model.
[ ] Check Property Availability: Verify the status of the specific unit in the Property Data Model to ensure it is vacant/ready.
[ ] Lease Agreement Generation: Assign a task to the Property Manager to prepare and send the digital lease for signature.
[ ] Create Move-in Record: Create a new entry in the Move-in/Move-out Logs data model to track the start date.
[ ] Update Unit Status to 'Occupied': Update the Property Data Model to change the unit status from 'Vacant' to 'Occupied'.
[ ] Pre-Arrival Inspection: Assign a task to the Maintenance Team to perform a cleanliness and functionality check.
[ ] Generate Move-in Inspection Report: Create a new inspection entry containing photos and notes regarding the unit condition at handover.
[ ] Calculate Security Deposit Total: Calculate the total amount due by summing first month's rent and security deposit fees.
[ ] Record Initial Payment: Update the Tenant Ledger with the initial payment amount received.
[ ] Welcome Email to Tenant: Send a welcome email containing move-in instructions, key pickup details, and building rules.
[ ] Key Handover: Task for the Front Desk or Manager to physically hand over keys and access fobs.
[ ] Retrieve Move-out Notice: Fetch the notice period and end-of-lease date from the Tenant Lease Data Model.
[ ] Schedule Move-out Inspection: Assign a task to the Maintenance Team to inspect the property upon vacancy.
[ ] Mark Unit as 'Under Notice': Update the Property Data Model to reflect that the unit is soon to be vacated.
[ ] Fetch Move-in Condition Data: Retrieve the original inspection data to compare against the move-out condition.
[ ] Calculate Damage Deductions: Calculate the total cost of repairs by summing all damage entries found during move-out.
[ ] Update Security Deposit Balance: Subtract repair costs and unpaid utilities from the original security deposit entry.
[ ] Sum Total Outstanding Utilities: Aggregate all unpaid utility entries associated with the tenant's account.
[ ] Final Account Settlement: Assign a task to the Accounting Department to process the final refund or invoice.
[ ] Move-out Reminder: Send an SMS reminder to the tenant regarding the deadline for removing all personal belongings.
[ ] Remove Temporary Access Permissions: Delete the temporary digital key access entries from the Security Data Model.
[ ] Generate Final Move-out Summary: Create a final report summarizing the condition, costs, and closing status for the property owner.

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