Final Events

Final Events are primarily used for move-ins and move-outs and can be used to exchange tenants when ownership or tenancy changes.

Instructions

1. Search for and access the account

2. Click the Add Event button
   

3. Click the Final Event Type
   

4. Click the Status drop-down menu
   

5. Select the appropriate Status
   

6. Click the Request Date calendar icon
   

   Note:

   The Request Date field is set to your current date automatically. This field does not need to edited unless the event is created after the date the Final Event is requested.

7. Select the date the Final Event was requested
   

8. Click the Move Out Date calendar icon
   

9. Select the Move Out Date
   

   Note:

   The Move Out Date should be the actual date of the move out.

10. Click the Date calendar icon in the Readings table
    

11. Select the date of the meter reading
    

12. Type the meter reading in the Read column
    

13. Enter the sum of all meter reads in the Reading column, if necessary

14. Search for the current customer, or autofill the current fields

    • Search for a customer

      1. Type the customer name into the Customer Search field
         

      2. Select the customer to autofill the information field
         

    • Autofill Customer fields

      1. Click the Arrow button to the right of the Last Name text field
         

15. Search for the new customer, or manually complete the New fields

16. Click the Role dropdown
    

17. Select a Role
    

18. Click the Save button