Track units and availability

Platform: ResiCRM · For: Sales, Executive Director

Units & Availability shows what is open now and what is coming up. Find it under Operations.

Add or edit a unit

1. Choose Add unit, or choose the pencil icon on a unit.
2. Pick the Community and Status.
3. Enter the Unit number / name. Turnaround days is also required.
4. Add Bedrooms, Bathrooms, Square footage and Care level.
5. Add Notice received, Expected vacate date and Confirmed ready date if known.
6. Choose Save unit.

Status options are Available now, Occupied, Notice given, In turnaround and Out of service.

Find a unit

1. Use Search units and the community and status filters.
2. Choose Upcoming · 60 days to see units expected soon.
3. Choose Timeline to sort open and upcoming units by ready date.

Link a unit to a prospect

1. Open the prospect's Overview tab.
2. Find Apartment & move-in.
3. Pick a unit from the menu. Only available, notice and turnaround units are listed.

Good to know

• With no confirmed ready date, the estimate is the vacate date plus turnaround days.
• The label changes to Confirmed ready when you enter a date.
• Set a unit to Not assigned on the prospect to clear it.
• When a resident moves out, a linked unit is released if no current resident remains. Turnaround dates still apply.

If something goes wrong

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.