Complete loss of management, new agent is not on Dwellant

Please ensure you have read the page Customer guide - What to expect when switching a building before reading this page.

 

This is when you have lost management of a building and the new agent isn't a Dwellant user.

There are a few steps to complete so you retain your building's records.

  1. Generate Offboarding Pack - How to extract building data

  2. Download/Export Invoices - Downloading a full invoice history

  3. Disconnect Building - Do this is reverse - Property Setup (accounting properties)

  4. Complete "Disable Step"  - Disable building

Note: This isn't a switch - the building can be off-boarded or archived according to the guide.

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