The Basics - Move In

Moving residents into a property is one of the most important stages of the customer lifecycle. This guide walks you through the basics of completing a move-in in Utilmate—from setting up the resident details to ensuring everything is ready for a smooth transition. Whether you're onboarding a new customer or managing multiple properties, these steps will help you stay organised, reduce errors, and deliver a professional move-in experience.

Other useful resources:

• Move a customer into a property
• Add an additional contact
• Add a bond