Add a tenant
- Open Tenants in the Portfolio section of the navigation and choose Add tenant.
- Choose whether the tenant is a person or a company.
- Enter the name. Add the email address, phone number, address and notes if you have them.
- Save.
You can also create a tenant while you create a lease: the tenant step of the lease wizard offers New tenant. See Create a lease.
The tenant page
| Part | What it holds |
|---|---|
| Details | Name, kind, contact details, address and notes. |
| Leases | Every lease of the tenant, current and past, with its status. |
| Ledger and balance | Charges and payments across the tenant's leases, and what the tenant owes now. See The lease ledger. |
| Work orders | Maintenance the tenant reported. See Create a work order. |
Current and former tenants
The tenant list shows active tenants by default: those with at least one current lease. Switch the filter to Former or All to see everyone. Archive a tenant you no longer need in your lists. Their leases and ledger stay on record.
Note: Tenants, units, properties and vendors are unlimited and never billed. A tenant is not a portal user and does not use a client seat.