What happens when a tenant moves into a building?
When you add a tenant and assign them to a building local (unit), the platform tracks their occupancy lifecycle automatically based on dates you set.
Key fields when assigning a tenant to a local
- move_in_date: The date the tenant physically moves in or starts their lease for this specific unit
- move_out_date: The date the tenant will vacate (can be set later)
- occupancy_status: Automatically managed — "scheduled", "active", or "moved_out"
What happens step by step
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You create the tenant in Tenant Hub → Tenants → Add Tenant. Enter their name, email, and optional start_rent_date.
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You assign them to one or more building locals (units). Each assignment gets its own move_in_date. A tenant can occupy multiple units — for example, an office on floor 2 and a storage room in the basement.
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Before move-in date: The assignment has occupancy_status = "scheduled". The tenant exists in the system but is NOT included in cost allocation or billing calculations.
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On move-in date: An automatic background process (runs hourly) detects that move_in_date ≤ today and transitions occupancy_status from "scheduled" to "active". From this moment the tenant is included in cost allocation.
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Cost allocation adjusts: If the building has "Auto-distribute common area" enabled (auto_distribute_common_area = true), the system automatically recalculates allocation factors for all tenants in the building. The new tenant's share is based on their rented area relative to total occupied area.
Important: A newly moved-in tenant will NOT appear on invoices that were already generated before they moved in. They will only be included in new invoices created after their occupancy became active.
Where to configure: Tenant Hub → select tenant → assign to building locals with move-in dates. Buildings → edit building → enable "Auto-distribute common area" if you want automatic reallocation.