The Move-Out Board is based on the move-out checklist. The Move-Out Board provides an organized display of the tasks that you must accomplish when moving out a resident.

Moving a Resident Out

Using the Move-Out Board helps you and your residents complete all necessary move-out tasks before they leave the property.

Before you begin:

• An admin user must set up your move-out checklist.
• An admin user must set up your move-out board.

1. In Entrata, go to Residents >> All Residents.
2. In the left sidebar, hover over the board icon  and click Move-out Board to open the Move-out Board screen.

3. Click  Filters in the top left corner to open the Move-out Board Filters window.
4. Select options from the desired filters, and then click Search to apply the selected filters.
5. In the resident listing section in the middle of the screen, click the resident that you want to move out.
6. On the right side of the screen, click the action button in-line with a completed checklist item. The item is marked as complete and moves down the list.

The name of the action button will vary depending on the checklist item.

7. To override a checklist item requirement, click the green checkmark icon  in-line with the checklist item.

8. Once all required items are complete, click Perform Move-out.
9. In the Perform Move-out screen, select an option from the Move-out Type drop-down menu.
10. Review and fill out all required fields, and then click Perform Move Out at the bottom of the screen to update the Move-out Board and change the resident's status to Past.

Depending on the Move-out Type selected, the name of the green button at the bottom of the screen may vary.

Related Articles:

Moving In a Resident Using the Move-In Board

Use the move-in board to help you and your residents complete all necessary tasks before they move into a unit.

Updated: 06.14.2022