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WorkWizard Help Center

Leases

Overview

Section titled “Overview”

Keep each location’s lease terms, contacts, rent schedules, documents, and discussions together.

Review a lease

Section titled “Review a lease”
Video walkthrough · 0:47Review a leaseFind the current dates, rent, contacts, and supporting records

Walkthrough of “Review a lease”

  1. Open Organization → Locations, select the location, and open Leases.
  2. Open the lease. A Draft opens in the editor; an active or inactive lease opens its detail view.
  3. Use Details for dates, rent, and critical clauses; Property for building information; Contacts for people; Files for documents; and Discussion for comments.
  4. Use Edit Lease when you need to change the record.

The Details view summarizes the recorded current term and rent. Keep the source agreement and the entered dates up to date; changing a record in WorkWizard does not amend your agreement.

Managing Leases

Section titled “Managing Leases”

Owners and Admins create and edit leases. Managers can view leases available through their location access.

Record the contacts, terms and renewal options, rent schedules, and critical clauses from your agreement. Activate the lease when its required details are complete.

Keep supporting files in Documents and questions or decisions in Discussion. Use the lease status controls when the agreement becomes inactive or needs to be reactivated.