PagesConstruction & EngineeringOfficial

🏠Property Management Unit Turnover

Manage the make-ready process for rental unit turnovers from move-out inspection through re-leasing.

by Peopsy

Preview: Property Management Unit Turnover

Property Management Unit Turnover

Unit Details

Field

Value

Property

[Property Name / Address]

Unit #

[Unit Number]

Unit Type

[1BR / 2BR / 3BR / Studio]

Square Footage

[XXX SF]

Previous Tenant

[Name]

Move-Out Date

[YYYY-MM-DD]

Target Ready Date

[YYYY-MM-DD]

New Lease Start

[YYYY-MM-DD]

Vacancy Days (target)

[X days]

Monthly Rent

[$X,XXX]

Move-Out Inspection

Area

Condition

Damage Beyond Normal Wear?

Charge to Tenant

Kitchen

[Good / Fair / Poor]

[Yes — describe / No]

[$XXX]

Bathroom(s)

[Condition]

[Yes — describe / No]

[$XXX]

Living Area

[Condition]

[Yes — describe / No]

[$XXX]

Bedroom(s)

[Condition]

[Yes — describe / No]

[$XXX]

Flooring

[Condition]

[Yes — describe / No]

[$XXX]

Walls / Paint

[Condition]

[Yes — describe / No]

[$XXX]

Appliances

[Condition]

[Yes — describe / No]

[$XXX]

HVAC / Plumbing

[Condition]

[Yes — describe / No]

[$XXX]

Exterior / Patio

[Condition]

[Yes — describe / No]

[$XXX]

Security Deposit Accounting

Item

Amount

Security Deposit Held

[$X,XXX]

Tenant Damage Charges

[-$XXX]

Unpaid Rent / Fees

[-$XXX]

Refund Due to Tenant

[$XXX]

Make-Ready Checklist

Move-out inspection completed and documented with photos

All tenant belongings removed (or abandoned property notice sent)

Locks re-keyed

Patch and paint all walls (full repaint if needed)

Deep clean — kitchen, bathrooms, all surfaces

Carpet clean or replace

Appliance check — clean, repair, or replace

HVAC filter replaced and system tested

Plumbing — check all faucets, toilets, garbage disposal

Electrical — all outlets, switches, and fixtures working

Smoke and CO detectors tested and batteries replaced

Window blinds / coverings cleaned or replaced

Exterior — patio/balcony cleaned, lights working

Final walkthrough — unit photo-ready

Listing photos taken and posted

Turnover Costs

Item

Vendor / Staff

Cost

Status

Painting

[Vendor / In-house]

[$XXX]

[Complete / In Progress / Scheduled]

Cleaning

[Vendor]

[$XXX]

[Status]

Carpet

[Vendor]

[$XXX]

[Status]

Repairs

[Vendor / In-house]

[$XXX]

[Status]

Appliances

[Supplier]

[$XXX]

[Status]

Total Turnover Cost

[$X,XXX]

About this template

Every vacant day is lost revenue. This template streamlines the unit turnover process — from move-out inspection and security deposit accounting through maintenance, cleaning, and make-ready punch list to re-leasing. Property managers can track each step with clear ownership and timelines to minimize vacancy loss.

Tags

property-managementunit-turnovermake-readyrental-property

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Weekly Planner

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Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.

Week of: [Date] — [Date]

Monday

Most important task for the day

Second priority task

Third priority task

Tuesday

Most important task for the day

Second priority task

Third priority task

Wednesday

Most important task for the day

Second priority task

Third priority task

Thursday

Most important task for the day

Second priority task

Third priority task

Friday

Most important task for the day

Second priority task

Wrap up loose ends and prep for next week

Weekly Review

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Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.

  • What did I accomplish this week?

  • What didn’t get done and why?

  • What should I carry forward to next week?

  • What’s one thing I could improve next week?

📅Weekly Planner

Plan your week with daily task lists, a weekly focus area, and an end-of-week review.

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Change Order Request

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Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.

CO Details

Field

Value

CO Number

[CO-001]

Project Name

[Project Name]

Contract Number

[Contract #]

Date Initiated

[YYYY-MM-DD]

Requested By

[Name / Company]

Priority

[Standard / Urgent / Critical Path]

Parties

Role

Name

Company

Contact

Owner / Client

[Name]

[Company]

[Email / Phone]

General Contractor

[Name]

[Company]

[Email / Phone]

Architect of Record

[Name]

[Company]

[Email / Phone]

Subcontractor (if applicable)

[Name]

[Company]

[Email / Phone]

Description of Change

Reason for Change:

  • [Owner-directed change]

  • [Design error or omission]

  • [Unforeseen site condition]

  • [Code or regulatory requirement]

  • [Value engineering]

  • [Other: describe]

Detailed Description:

[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]

Reference Documents

  • [RFI #___]

  • [Drawing Sheet ___]

  • [Specification Section ___]

  • [Photo / Sketch attached]

Cost Impact

⚠️

All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.

Item

Description

Qty

Unit

Unit Cost

Total

1

[Labor — trade description]

[X]

[hrs]

[$XX.XX]

[$X,XXX]

2

[Material — description]

[X]

[ea/lf/sf]

[$XX.XX]

[$X,XXX]

3

[Equipment rental]

[X]

[days]

[$XXX]

[$X,XXX]

4

[Subcontractor — name/trade]

[1]

[LS]

[$X,XXX]

[$X,XXX]

Subtotal

[$X,XXX]

Overhead & Profit (__ %)

[$XXX]

Total CO Value

[$X,XXX]

Net impact to contract value: [+ / - $X,XXX]

Schedule Impact

Field

Value

Days Added / Removed

[+/- X calendar days]

Affected Activities

[List critical path activities impacted]

Revised Substantial Completion

[YYYY-MM-DD]

Concurrent Work Possible?

[Yes / No — explain]

Approval Chain

Step

Role

Name

Date

Status

1

Submitted by (Requestor)

[Name]

[Date]

[Submitted]

2

Reviewed by (PM / Superintendent)

[Name]

[Date]

[Pending]

3

Approved by (GC Principal)

[Name]

[Date]

[Pending]

4

Approved by (Architect)

[Name]

[Date]

[Pending]

5

Approved by (Owner)

[Name]

[Date]

[Pending]

Verification Checklist

Scope clearly defined and not duplicated in other COs

Cost breakdown includes all labor, material, equipment, and markup

Schedule impact reviewed with superintendent

Downstream trade impacts identified (see Cascading Impact page)

Supporting documents attached (drawings, specs, photos)

Insurance and bonding implications reviewed if CO exceeds threshold

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Client Onboarding Hub

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Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.

Client Overview

Field

Details

Client Name

[Company Name]

Main Contact

[Name, Title, Email, Phone]

Account Manager

[Your team member]

Start Date

[YYYY-MM-DD]

Retainer Value

[$X,XXX / month]

Services

[SEO, Content, Paid Media, Social, etc.]

Communication Cadence

[Weekly calls, bi-weekly reports, monthly reviews]

Contract Length

[6 months / 12 months / ongoing]

Billing Cycle

[Monthly / Quarterly]

Primary Goal

[e.g., Increase qualified leads by 40% in 6 months]

Master Onboarding Checklist

Work through each item below. Check them off as you go — aim to complete all items within the first two weeks of engagement.

Send welcome email with onboarding packet and team introductions

Schedule kickoff call (all stakeholders from both sides)

Set up shared Slack channel or communication workspace

Collect brand assets (logos, fonts, color codes, style guide)

Configure tools access (analytics, ad platforms, CMS, social accounts)

Create client reporting dashboard with agreed-upon KPIs

Establish content/creative approval workflow and turnaround times

Document escalation paths and emergency contacts

Set up project management board with initial deliverables

Schedule recurring check-in meetings for the first 90 days

Conduct internal team briefing on client goals and sensitivities

Send first check-in summary within 48 hours of kickoff

Key Dates & Milestones

Milestone

Target Date

Owner

Status

Welcome email sent

[Date]

[Name]

Pending

Kickoff call completed

[Date]

[Name]

Pending

All access credentials received

[Date]

[Name]

Pending

Brand guidelines documented

[Date]

[Name]

Pending

Reporting dashboard live

[Date]

[Name]

Pending

First deliverable shipped

[Date]

[Name]

Pending

30-day check-in

[Date]

[Name]

Pending

90-day review

[Date]

[Name]

Pending

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Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.

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A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.

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