S Swiss Immo Tools
Chapter 34 / 42
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Scenario: handle a tenant change cleanly

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Move-out, handover, deposit and new lease – without forgetting anything.

  1. 1
    Create the handover protocol (condition, meter readings, keys, defects/lifespan shares).
  2. 2
    Settle/release the deposit (deposit management).
  3. 3
    Create the new tenant in the people file and assign them to the unit with the tenant role and lease start.
  4. 4
    Generate the lease; in the collection journal, enter the end date for the outgoing tenant and the start date for the incoming one. The amount due is then split by days (30/360) — the last day belongs to the outgoing tenant, the new one starts the day after. If both carry the same day, the platform says so.
  5. 5
    On vacancy: list the object directly (see List & market).
  6. 6
    Do not delete — end it: a tenancy stays on record; the settlement for a past period needs it. Only what was entered by mistake (wrong person, typo) is archived; it then counts nowhere and can be restored.
Tool from launch: → Handover protocolTool from launch: → DepositTool from launch: → Lease

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Launch planned: November 2026

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