Property
Check the rental checkbox and indicate the number of rental units on the property.
In the Deed Owner Section, add the email address and phone number. Click Open Contact Record to add this information.
Select the appropriate Rental Section
If there is a Property Manager/Agent, add them to the Additional Contacts section.
Tenants
Add the Tenant Spaces to the property.
Add the primary tenant to the Tenant section. Additional tenants can be listed in the Additional Contacts Section.
Add an inspection with a task of Tenant Space Inspection and a date of 12/31/XXXX. Use the year that the units must be inspected.
Permit
Create a permit from the Permits tab by clicking the Plus button.
Set the Permit Description, Sub-Type, and Permit Number as shown.
Add the Application Date and Issued Date.
Set the Permit Location to match the Rental Unit Address
On the Contacts tab, check Owner is Applicant checkbox and add an agent/property manager if there is one.
On the fees tab, click Down Arrow > Add From Group to add the fee with the pre-set amount.