Before you begin
- Use the correct tenancy, unit, tenant and handover date.
- Have the unit inventory, meter access and the keys or devices being issued available during the visit.
- Set aside time for tenant and staff review, and resolve missing required readings before signing.
- The illustrated step screens use a move-out draft to show the shared walkthrough; use a move-in record for the issued-key and opening-condition baseline.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Keep the practical details of arrival together and make later questions easier to answer.
What the workflow coordinates
The walkthrough groups the record into five stages, displays draft-saved status and summarizes missing required entries before signing; the portal shows a confirmed move-in report example.
What people review
People inspect the property, count issued items, take readings, explain defects and review/sign the record together.
Find or start the move-in handover
Open Handovers & inspections and filter by building, handover type, status or date to find the intended record. Use New handover when a move-in record is needed, then confirm its tenant, unit and date before completing the walkthrough.
The record is for the intended move-in rather than another tenant’s move-out.
The record is for the intended move-in rather than another tenant’s move-out.
Record the condition room by room
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — room condition
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Capture opening meter readings
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — meter readings
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Count the keys and access items issued
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — keys and access
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Check the supplied inventory
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — inventory
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Resolve warnings and review together
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — review and signature
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Check the tenant’s move-in reference
No signed handover is seeded for this tenancy. The former signed-report illustration is retired. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Move-in report, meters and keys
No signed handover is seeded for this tenancy. The former signed-report illustration is retired.
Confirm current availability before attempting this stage.
What you should have at the end
The intended result is a reviewed move-in baseline covering condition, meters, keys and inventory, retained with the tenancy for tenant reference and later comparison.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
- Current demo limits: The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. No signed handover is seeded for this tenancy. The former signed-report illustration is retired.
Useful answers
Where does a handover start?+
Open Handovers & inspections and choose New handover. Review the actual tenancy, handover kind and responsible people before saving.
Why are the old room, meter and signing images absent?+
The current demo has no seeded completed handover for those stages. The old prototype pictures have been retired; the current list and creation form are illustrated.