Unit Turnover Template

Get every unit ready for the next tenant without relying on memory. This template gives property managers and turnover crews one record per unit — the move-out and move-in dates, the work assigned, the key numbers, and a 44-point inspection checklist covering the whole unit. The checklist runs from walls and flooring through electrical, plumbing, and kitchen, each item marked Pass, Fail, or N/A, with a comment field on every section. It replaces the paper walkthrough sheet that never makes it back to the office.

Use Template
Riverside Ops
Unit Turnover
Properties
Work Orders
Unit Turnover9 in progress · 3 move-ins this week MRJLTKList ViewNew turnover
AskSearchFilterSortGroups (1)
Unit
Type
Move In
Assigned To
Priority
Assigned(4)
Harbor View #6
2 Bed
Mar 20
ROR. Ortiz
Urgent
412 Maple Ave
3 Bed
Mar 22
MRM. Reyes
High
Scheduled(3)
Riverside Lofts #2B
Studio
Apr 01
JLJ. Lee
Medium
Turnover Complete(12)
Oak Court #1
1 Bed
Mar 15
ROR. Ortiz
Low

How the Unit Turnover Workflow Works

Open the turnover

Create a record for the unit with its Unit Type — Studio through 4 Bed+ or Commercial — the Move Out Date, Turnover Date, and Move In Date, and the Key Numbers for the unit.

Harbor View #6Open
Unit Type2 Bed
Move Out DateMar 10, 2026
Turnover DateMar 18, 2026
Move In DateMar 20, 2026
Key NumbersK-614, K-615

Assign the work

Set a Priority from Urgent to Low, name who it is Assigned To, and use Work Notes for the specific instructions the crew needs before they go in.

Harbor View #6Assigned
PriorityUrgent
Assigned ToRORafael Ortiz
Work NotesRepaint bedroom 2, replace blinds

Run the inspection

The Unit Inspection Checklist walks 44 checkpoints across 13 sections, each marked Pass, Fail, or N/A, with a comment field per section and Photos / Attachments on the record.

Unit Inspection Checklist18 of 44
Walls and ceilingsScuffs in hallway, patched
Pass
Smoke detectorsBedroom 2 unit missing
Fail
BalconyUnit has no balcony
N/A
FaucetsKitchen faucet drips
Fail

Benefits of This Unit Turnover Workflow

  • Turn units faster with fewer callbacks

    A structured walkthrough catches the loose hinge and the slow drain before the new tenant does, which is where most turnover complaints come from.

  • Know the state of every turnover at once

    The list groups units across Open, Scheduled, Assigned, and Turnover Complete, so a portfolio manager can see what is ready and what is not without calling around.

  • Keep a record of the condition at handover

    The completed checklist and its photos document what condition the unit was in when it was handed over, which settles deposit and damage questions later.

What’s Included in This Workflow

The turnover record

Unit Name, Status, Priority, Unit Type, Assigned To, Move Out Date, Turnover Date, Move In Date, Maintenance Due Date, Key Numbers, Work Notes, Photos / Attachments, and a Location link.

  • Unit Type
  • Move In Date
  • Key Numbers
  • Work Notes

A 44-point inspection checklist

Thirteen sections covering walls and ceilings, flooring, doors and windows, balcony, electrical outlets and switches, air conditioning, smoke detectors, faucets, sinks, showers and toilets, laundry, grease trap, water meter, kitchen and cabinets, and other considerations — each with its own comment field.

  • 44 checkpoints
  • 13 sections
  • Pass / Fail / N/A

Crew and owner access

A list view grouped by status, a turnover record layout, a public read-only view, and a public External Form for submitting a turnover from the field.

  • List view
  • Read-only view
  • External Form

Customize the Workflow for Your Team

The 44 checkpoints are written for residential units and are meant to be edited — cut the sections that do not apply to your buildings, add the ones your properties need, and reword items to match how your crews talk about them. Location is a link you point at your existing properties or locations workspace so turnovers roll up by building. Coast AI can add a cost field per turnover, split the checklist by trade, or build a view of units due for move-in this week.

Use Template

FAQs About Unit Turnover

What happens when I add this workflow to Coast?

You get one Unit Turnover workspace. Each record holds Unit Name, Status, Priority, Unit Type, Assigned To, Maintenance Due Date, Turnover Date, Move In Date, Move Out Date, Location, Key Numbers, Work Notes, Photos / Attachments, and the Unit Inspection Checklist with its 44 items across 13 sections. It comes with a status-grouped List View, a turnover record layout, and a public External Form.

How can Coast AI help with this workflow?

Coast AI can rewrite the checklist for your property type, add fields such as turnover cost or vendor assignment, build views by building or by move-in date, and answer questions from your stored turnovers — such as which checkpoints fail most often.

Can crews complete the checklist on a phone?

Yes. The checklist is part of the turnover record, so a crew marks each item Pass, Fail, or N/A and adds photos from the unit rather than transcribing a paper sheet afterwards.

Can I import our existing turnover list?

Yes. Bring in your current units and dates so open turnovers carry over with their move-out and move-in schedule.

Use Template

More Inspections & Audits templates