The Entrata integration will change your daily workflows in the following ways:
Leasing (Move-In/Move-Out):
Move-In: The move-in workflow in SmartRent automatically generates an access code to a unit’s door lock and creates an account in our Resident Mobile App based on the move-in event in Entrata (but it can also be done manually by the Leasing Team)
Move-Out: The move-out workflow in SmartRent automatically removes all resident access and sets units into Vacant mode based on move-out events in Entrata (but this can also be done manually by the maintenance team)
Requirements for Sync and Automatic Move-in/Move-Out:
Resident status must be Notice or Current
Lease signer status must be Co-Applicant or Primary
Move-in / Move-out date must be within 14 days
Automatic Move-In/Move-Out uses Move-in Date, not Lease Start Date
Resident Support:
Resend Account Invitation: If the resident did not receive an email invitation to create an account to log into the SmartRent Mobile App, this would be completed on the Resident Profile page
Resend Resident Code: If the resident has not received their code, lost their code, or forgot their code, this would be completed on the Resident Profile page
Send Backup Code: If the resident’s personal code does not work, this is a last-resort workflow that would be completed on the Resident Profile page
Send Reset Password Link: If the resident cannot reset their password, this would be completed on the Resident Profile page
Maintenance:
View Work Order Code: For each work order that is synced via the integration or automatically created from a device such as a leak sensor, an access code is automatically generated and viewable directly on the Work Order detail screen in both SmartRent and SmartRent Manager Mobile
Automatic work orders include: leaks, temperature out of range, humidity out of range, battery low, and device offline
Assignment of Work Order: You can assign a synced work order out to a specific maintenance technician or vendor, which will send them an SMS text message with the work order details and access code
Creating Work Orders: Since access to occupied units is always tied to a work order, any scenario where the site team needs to enter an occupied home outside of synced tickets from Entrata or the automatic tickets created from devices, will require site teams to generate access codes via our maintenance interface
Possible scenarios for this include emergency access or a routine inspection
Closing Work Orders: If the work order is closed in Entrata, it will be automatically closed within SmartRent the next time the sync runs
If the work order was created in SmartRent (whether automatically or manually), it will need to be closed within SmartRent
Manually Sync Data:
Integrations within SmartRent will automatically sync data every hour. However, you can manually force a sync at any time by following the steps outlined in our How Do I Sync Data From My Property Management System to SmartRent? article.