1. Navigate to the Sidebar
To begin, navigate to the sidebar of the Doorcast web application.
From the sidebar, locate and select the "Properties" option. This action will bring up the active properties list.
2. Choose a Property:
Once the active properties list is displayed, select the property you wish to manage amenities for from the property name list.
*Troubleshooting Tip*: If you don't see the property you want, check your permissions and speak to your teams administrator to gain access.
3. Navigate to Residents Tab
A. Within the selected property, locate and click on the "Residents" tab to proceed.
B. Once in the Residents tab, click on the button with three stacked dots to reveal the dropdown menu.
5. Fill in Resident Details
Click on "Create Resident" to access the new resident form.
Complete the following fields in the new resident form:
Property: The property to which the resident belongs (automatically populated).
First Name: Enter the resident's first name.
Last Name: Enter the resident's last name.
Email (optional): Optionally, provide the resident's email address.
Phone Number (optional): Optionally, provide the resident's phone number.
Birth Date: Enter the resident's date of birth.
Lease Signer: Specify whether the resident is a lease signer (Yes/No).
Dependent: Specify whether the resident is a dependent (Yes/No).
Resident Status: Choose the resident's status (current, former, future).
Household Status: Choose the resident's household status.
head of household,
corporate lease,
guarantor,
roomate,
family (adult),
Family (minor),
Spouse,
other
Address: Enter the resident's address.
6. Create New Lease (Optional):
If required, mark the "Create New Lease" checkbox.
Fill in the details in the secondary form that appears:
Under Eviction: Specify whether the resident is under eviction (Yes/No).
Building: Select the building from the dropdown menu.
Unit: Select the unit from the dropdown menu.
Deposit: Enter the deposit amount.
Rent: Enter the rent amount.
Application Date: Enter the application date.
Application Status: Choose the application status.
Lease Start Date: Enter the lease start date.
Lease End Date: Enter the lease end date.
Scheduled Move In Date: Enter the scheduled move-in date.
Scheduled Move Out Date: Enter the scheduled move-out date.
Move In Date: Enter the actual move-in date.
Move Out Date: Enter the actual move-out date.
Notice To Vacate Date: Enter the notice to vacate date.
Reason for Move Out: Choose the reason for move out.
employment transfer,
eviction
, rental increase,
death or illness
, financial problems
, onsite transfer,
skipped / owes money,
unhappy / unsatisfied
After filling in the necessary details, click on the "Create Resident" button to finalize the addition process.
7. Confirmation
If successful the new resident will appear under the Residents tab along with their status.
Conclusion
Adding residents to properties in Doorcast is a straightforward process that enables efficient management of tenant information. Follow these steps to seamlessly add new residents to your properties.