Create and process unit move-out jobs

Move-out jobs involve moving a customer out of their unit. They are accessible from multiple system locations and work consistently on any page.

In the Jobs tab

In the Jobs tab click on the move-out job to open it and complete the move-out

On the Unit page

On the Unit page, if there is a move-out scheduled for that unit, it will appear at the top of the page. Click on the move-out job to pull it up.

On the User page

In a User's account page, if there is a move-out scheduled for that user, it will appear at the top of the page. Click on the move-out job to pull it up.

Scheduling a move-out

Move-out jobs are created from the Unit page. From the Unit page click on the three dots on the top right of the unit page and click Schedule move-out.

In the pop-up, select the desired Move-out date and click Schedule move-out.

Scheduled move-out jobs

If a move-out is scheduled for a future date you can still start the move-out sooner, if necessary, by clicking Start now.

Processing a move-out

If there is a move-out job scheduled, the move-out jobs will be shown on the unit page, unit orders page and the user page. It can be processed from any one of these places. 

If there is a move-out job scheduled, the move-out job will be shown on the jobs tab on the sites page and the unit page. It can be processed from any one of these places.

In the move-out job, you will set any desired refund amounts and select the new state that the unit should be set to (Available or Blocked). Then click on ✔️ Confirm move-out.

If you would like to cancel the move-out or reschedule it, simply click on ✖️Cancel move-out.

Outstanding invoices

If a unit rental has unpaid invoices, a banner notification will show at the top of the move-out job with a list of outstanding invoices. This helps you decide whether to void or pursue the invoices before finalizing the move-out.

Refunds and credits

Deposit refunds

Deposits can be refunded if available on units and can be entered manually.

Prepayment refunds

Prepayments can be refunded if available on units and can be entered manually.

Rental refunds

For rental refunds, the maximum value that can be refunded/credited is the rental amount on the most recent invoice.

Rental refunds are determined based on a few factors:

1. When the move-out is scheduled.
2. Until when the invoice has been paid. This is done to calculate how much-unused rent there is.
3. Which billing cycle is the customer on (i.e. monthly, weekly, etc.)

You can choose to refund a certain number of days or a fixed amount.