We recently launched a partnership with Citizen Home Solutions to help you streamline your move in and move outs even more by simplifying the utility transfer process.
What Does the Integration Do?
The integration syncs tenant move in and move out data to Citizen Home Solutions. This includes your new approved tenants that have a move in date and have synced over from your account software into the Future stage in LeadSimple.
That way the data is already there for you in your Citizen Home Solutions account! No need for manual data entry or sending the data over in an email.
How to Utilize the Integration
If you are a current Citizen Home Solutions client as of September 2024 the integration is already live in your account! π
Ensure that your account software is connected to LeadSimple and syncing tenants.
From there you can add an email template to your move in and move out processes in LeadSimple to prompt new tenants to set up their utilities, including a link to the Citizen Home Solutions portal.
Since their data is already in Citizen Home Solutions you don't need an extra step to notify Citizen Home Solutions about the new tenant!
Turning the Integration On/Off
If you are a current Citizen Home Solutions client as of September 2024 the integration is already live in your account. π You can access it and turn it off if you prefer on the Integrations page under Settings.
If you signed up for Citizen Home Solutions after September 2024, simply reach out to us at support@leadsimple.com to activate the integration in your account at no extra cost!