Track move-in costs
Platform: ResiOnboarding ยท For: Department leads, Executive Director, Regional Directors
You can record what a task should cost and what it did cost. Cost is staff only and is never shown to residents.
- Open the resident's Checklist tab.
- On the task, open More actions and choose $ Add cost. Maintenance tasks also show a $ Add cost button.
- Enter Estimated, Actual or both. For example, 38.50.
- Select Save cost.
See totals
Totals appear at the top of the checklist once a task has a cost.
- Whole move-in covers every task.
- Unit turn covers maintenance tasks.
See who changed what
Select Cost history at the top of the checklist. It shows who changed a cost, from what, and when.
Good to know
- Editing one figure leaves the other as it is. Leave a box blank to clear it.
- Tasks without an actual count as $0, so totals may read low until actuals are in.
- Deleting a task removes its amounts from the resident's totals and the cost report.
- Leaders can compare costs in the Cost section of Analytics.
If something goes wrong
"Enter an amount, like 38.50" means the box holds something other than a number. A cost cannot be negative.