Rental Turnover

How to use it

1. Open Guided Actions and choose Rental Turnover. Name the workflow and save it.
2. Plan turnover: Record lease dates, move-out date and preparation deadline. No tenant access is granted by this workflow.
3. Document move-out condition: Record room-by-room condition and compare baseline photos. Document deposit evidence without assuming legal deductions.
4. Coordinate repairs: Record contractors, tasks, due dates and completion evidence.
5. Prepare access and move-in: Record key return, access changes and move-in preparation. Do not store access codes in shared notes.
6. Verify readiness: Record final inspection and unresolved work before completing turnover.
7. Link supporting existing records and add dated inspections, appointments or communications in Timeline and inspections. Save each dated record explicitly.
8. Create follow-ups in the workflow to reuse assigned Maintenance and its recurrence/reminder controls.
9. Owners preparing transfer or caregiver information can select linked records for a verified recipient's private copy. Review every selection; document originals use the separate curated package. Recipients accept while signed in; owners can revoke future access, but downloaded copies cannot be recalled.
10. Save required outcomes before completing. Reopen with In progress when further work is needed. Workflow and journal records are visible to the household; no legal authority, coverage or payment confirmation is inferred.