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Property & Compliance Management

Create a rent request

Select customer, property, rent/price, currency, term, inspection and notes.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Requests & Applications → Rent Requests → New

Before you start

Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships.

Follow these steps

  1. Open the rent request or the client’s Renter Profile indicated in the route.
  2. Select customer, property, rent/price, currency, term, inspection and notes.
  3. The shared request form stores request_type rent with the displayed fields.
  4. Complete the task, save the change and reopen the related request or profile row.

Fields, rules and limits

  • The shared request form stores request_type rent with the displayed fields.

Check it worked

The request/profile stores the intended details for the correct customer.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The shared request form stores request_type rent with the displayed fields.

Why is the record or action unavailable?

Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships. Check the current company and record relationship before requesting additional access.