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User Guide - How to Complete a Homeowner Move-In

Learn how to correctly update homeowners in Smartwebs when a new owner purchases or a new tenant moves into an existing unit. 

Step 1: Access the Homeowner Directory

  1. Navigate to Accounting > Receivables > Homeowners.

Step 2: Add the New Homeowner

  1. Open the Homeowner drawer.
  2. Click the Pencil Icon.
  3. Select Create New.
  4. Enter the new homeowner’s information, then click Save.

Step 3: Transfer Charges & Recurring Fees

A transfer pop-up window will appear showing two columns:

  • Left Side: Past Owner / Seller
  • Right Side: New Owner / Buyer

To Transfer Items:

  1. Check the box next to any charge or recurring charge on the left side.
  2. Click Transfer to current.
  3. Confirm the action by clicking Yes.
  4. Verify that the recurring charge now appears under the new homeowner on the right.

Step 4: Finalize the Move-In

  1. Once all charges are updated, click Finish Move in.

Step 5: Verify the Records

  • Active Owner: The new owner will now display in both the main Homeowner grid and the Homeowner drawer.
  • Past Owner History: To view former owners for this unit, select the Past Owner tab inside the homeowner drawer.