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How to Create or Edit Your Resident Move-in Checklist

Create this to save hundreds of hours by automating your move-in process with a checklist that is personalized to your community and automated follow ups to residents until they complete each item
JC
Jude Chiy
Updated 11 months ago

The Old Way: Onsite or centralized staff coordinate move-in over email > busy residents forget to complete tasks > already busy & frustrated staff send multiple follow-up emails or calls > residents show up on move-in day not ready to pick up keys > staff then have to sit down with the resident to complete tasks > leading to a bad start to their residency.   


The New Way with Flamingo’s Move-in Checklist: Add your move-in tasks and their due dates to Flamingo and Flamingo’s automated move-in checklist system works with residents until all the move-in tasks are completed. 


Navigation: Dashboard.GetFlamingo.Com > Manage > Move-In, Renewals, Move-Out > Move-In Tasks


Here is How to Create or Edit Your Resident Move-in Checklist


Step 1: Understand when the Move-In Checklist is Triggered 


Flamingo automatically triggers and sends the Move-In Checklists to a resident when that resident’s status in your Property Management System changes from Applicant to Future Status. 

  • Yardi = Future

  • RealPage = Future Lease

  • Entrata = Future

  • Rent Manager = Future 

  • SFTP Upload = Future


NOTE: The move-in checklist is only triggered for new residents whose move-in date is 35 days or less from the current date. 


Step 2: Understand the different parts of a  move-in task


  • Task Type: When you add a task, you need to select the appropriate type of tasks.

    • Single Task: For simple tasks where a resident simply marks it as complete. Think of this as a checkmark that the resident checks off that they have completed this task. E.g. Download the Resident App 

    • Form with Questions: For tasks where a resident has to enter info or upload questions.This is the most versatile task type. E.g. Pet Registration or Unit Inspection

    • Upload Document/ Image: For tasks where a resident uploads a document. E.g. Upload Proof of Renter's Insurance

  • Task Name: this is the name of the task and it is visible to residents. 

  • Task Description: this is a helpful description of the task and it is visible to residents. You can hyperlink text here. E.g. if you want to link to an external pet registration form. 

  • Make the task required: selecting this makes this a required task that the resident has to complete before they can mark their move-in as completed. If this isn’t selected, then the task is listed as optional. And the resident can ignore completing it. An example of a required task might be to “Submit Proof of Renter’s Insurance”, while an example of an optional task might be to “Book a Mover”.

  • Condition Settings: this is where you add when the task is due by combining “Number of Days” and “Condition.”. E.g if you select “10” in the “Number of Days” field and “Before Move-In Date”, the task will be due 10 Days Before Move-In Date. 

    • Number of Days: enter a number here

    • Condition:    

      • Before Move-In Date

      • After Move-In Date

      • Before Lease Start Date

      • After Lease Start Date

  • Approval Needed: turning this option means staff will be notified via email when a resident has completed this particular move-in task. Staff will then review and approve the submission. Examples include reviewing renter’s insurance or utilities setup to insure these have been set up properly.  



Step 3: Review or edit the Pre-Populated Move-In Checklist Template Tasks 


To make set up easy, we have already pre-populated your account with templated move-in tasks. These are the tasks that 99% of apartments use. But, you can edit or delete these or add new tasks by navigating to Dashboard.GetFlamingo.Com > Manage > Move-In, Renewals, Move-Out > Move-In Tasks


Here are some of the tasks included in the default move-in tasks template


  • Sign Lease (including roommates if application)

  • Complete change of address at www.USPS.com/move

  • Download our resident app/s

  • Set up electricity and upload proof (email confirmation, PDF or Image) via our resident app

  • Set up Gas and upload proof (email confirmation, PDF or Image) via our resident app

  • Reserve the freight elevator

  • Register your vehicle

  • Register your pet

  • Get Renters Insurance and upload it via our resident app

  • Pay First Month's Rent using the resident portal

  • Book certified movers on our resident app under services

  • Book a TV Mounter via our resident app under services

  • Complete the Unit Inspection

  • Review the Digital Building Guide on our resident app

  • Book bi-weekly or monthly house cleaning services via our resident app under services

  • Introduce yourself and get to know your new home

  • Pick up your keys



Important Notes & FAQs

  • Post-Launch Edits: If you make edits to your move-in checklist tasks, only new residents will receive the new list. Residents that already received the previous version will NOT get the new list.

  • See this more detailed guide on How to Use the Move-In Checklist for Unit Inspection.  

  • If you have Flamingo’s Automated Renter’s Insurance Verification, you won’t need to add a task on this move-in checklist. See How To Automate Renter’s Insurance Verification. 

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