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Unit turnovers

A turnover is a short-lived project that ties together everything you do to get a unit ready between tenants: the move-out inspection, cleaning, repairs, marketing prep, and a final walkthrough.

The turnover itself is a thin container — the actual work (work orders, inspections, documents) lives where it always has. The turnover just gives you one place to see status across all of it.

When to start one

Start a turnover when an outgoing tenant has confirmed move-out or when a lease ends and the unit needs work before the next tenant moves in.

From the sidebar, click TurnoversNew turnover. Pick the unit, link the outgoing lease (if any), set a target ready date.

The five statuses

StatusWhat it means
DraftYou’ve started it but nothing is queued yet. Set up the checklist.
In progressWork is happening — inspections scheduled, work orders being created.
Ready to listThe unit is move-in-ready and can go onto your listings page.
Ready to occupyA new tenant is lined up; turnover wraps when they move in.
CompletedDone. Stays on file for reference.

You can also cancel a turnover if plans change.

The checklist

Each turnover has a checklist of items, grouped by category:

  • Inspection — move-out walkthrough, condition assessment.
  • Cleaning — deep clean, carpet cleaning, etc.
  • Repair — patch holes, fix appliances.
  • Cosmetic — paint, replace fixtures.
  • Admin — return deposit, update utility accounts.
  • Marketing — photos, list the unit.
  • Safety — smoke detectors, locks rekeyed.

Each item can be marked To do, In progress, Done, or Skipped. Items can be linked to specific work orders so the same job doesn’t get tracked in two places.

Linking inspections and work orders

From a turnover you can:

  • Create an inspection (typically a move_out or turnover type) — it appears on the Inspections page too, just tagged to this turnover.
  • Create a work order for any repair — same thing, lives on the Work Orders page, linked here.

Linking matters because once everything in the turnover’s checklist is Done, the system knows the unit is ready and lets you flip the status to Ready to list or Ready to occupy.

Tying to leases

Turnovers can reference both:

  • The outgoing lease (the tenant who’s leaving) — populates from the lease’s end date.
  • The incoming lease (the new tenant) — set once you’ve signed them up.

Having both linked gives you a clean record of how long the unit sat empty between leases.

Tips

  • Don’t over-spec the checklist for small turnovers. A repaint and clean is two items, not twelve.
  • Set the target ready date realistically — it gives you a deadline to push against and shows on the turnover list when you’re slipping.
  • Mark items as you finish them, not in a batch at the end. The status of the turnover only moves to Ready to list / Ready to occupy once the checklist is done.