When to use the app
The app is used for every apartment handover: move-in, move-out and tenant change. The related checklists contain the handover as a dedicated step (for example “Übergabeprotokoll erstellen” or “Übergabeprotokoll abschliessen”).Process at a glance
1
Find the unit
In the app, first search for the property (Liegenschaft), then the unit (Einheit) and finally select the tenant. The search reads directly from the data in mory.
2
Check master data
The app shows the master data from mory: organisation (Organisation), owner or client entity (Mandant), the responsible manager of the property and the tenancy with its parties. Terminated tenancies are shown as current tenants so that you have the right party in front of you at move-out.
3
Fill in the protocol
Go through the apartment room by room and record condition, meter readings, keys and defects.
4
Sign
Both parties sign directly in the app.
5
Store the PDF in mory
After completion, the app generates a signed PDF and stores it back in mory: in the Dokumente (Documents) tab of the unit and, if available, in the related task (Aufgabe).
Sending the protocol to the parties
If you want to send the protocol to the tenant or owner, send the PDF as an attachment from the task using Verfassen (Compose).Following up on defects
Defects recorded during the handover are processed in mory afterwards. The move-in, move-out and tenant change workflows contain a dedicated step for this: create one damage task per defect, which mory then handles like a regular damage case.Relation to the workflows
For an overview of all workflow types, see Workflows in mory: overview.