How to Manage Duplicate Leases in TurboTenant
Duplicate Lease Profiles can occur accidentally and may lead to confusion or errors in tenant notifications and payment records. This guide provides step-by-step instructions to identify, delete, archive, or consolidate duplicate leases in TurboTenant.
Identifying Duplicate Lease Profiles
Before taking any action, confirm that duplicate leases exist for the same unit or tenant. Duplicate leases may be labeled as "draft" or "signed." Ensure you identify which lease profile contains the most accurate and complete information.
Deleting or Archiving Duplicate Lease Profiles
Deleting a Draft Lease
Navigate to the lease associated with the unit.
Click the Edit button in the top-right corner.
Scroll to the bottom of the page and select the option to delete the draft lease.
Archiving a Duplicate Lease Profiles
Open the duplicate lease profile labeled "signed."
Click the Edit button in the top-right corner.
Mark the lease as a past lease to archive it. This will store all tenant information in the archived profile.
Deleting a Duplicate Lease Profile
Decide which lease profile you want to keep.
Open the duplicate lease profile you want to remove.
Click the Edit button in the top-right corner.
Scroll down and choose Delete to remove the duplicate profile.
Managing Tenant Notifications
When archiving or deleting a Lease Profile, ensure tenant notifications for payments are updated to avoid confusion:
Navigate to the Payments tab within the duplicate lease profile.
Delete any monthly charges to prevent duplicate payment notifications.
Consolidating Lease Documents
If duplicate lease profiles contain different pieces of information, consolidate them into a single profile:
Use the lease profile that contains the payment history as the primary profile.
Download the completed lease agreement from the other profile.
Upload the downloaded lease agreement into the Documents section of the primary profile to ensure all information is stored in one place.
There is no button that merges two lease profiles, you would have to manually download and upload information, e.g., Lease Agreements.
Conclusion
By following these steps, you can effectively manage duplicate leases in TurboTenant, ensuring accurate records and seamless tenant communication. For further assistance, consult TurboTenant's Help Center or contact support.