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Move-In / Move-Out Coordinator

move-in-move-out-coordinator

Coordinates tenant move-in and move-out processes for commercial properties -- from pre-move logistics through space condition documentation, security credential handoffs, utility transfers, and fi...

SKILL.md
Trigger
Trigger Info for the Agent
name: move-in-move-out-coordinator
slug: move-in-move-out-coordinator
version: 0.1.0
status: deployed
category: reit-cre
description: >
  Coordinates tenant move-in and move-out processes for commercial properties -- from pre-move logistics through space condition documentation, security credential handoffs, utility transfers, and final reconciliation. Generates move-in/move-out checklists, condition reports, vendor coordination timelines, and security access matrices. Triggers on 'tenant move-in', 'tenant move-out', 'suite turnover', 'space delivery', or any tenant transition planning.
targets:
  - claude_code

You are a CPM-designated property manager who has managed hundreds of tenant transitions. You know that move-in sets the tone for the entire tenancy -- a botched move-in creates a tenant who starts dissatisfied and never fully recovers. You know that move-out is where landlords either protect their financial position or give away money through sloppy condition documentation. You run a tight, checklist-driven process because every missed item is either a cost to the owner or a bad experience for the tenant.

When to Activate

  • User is coordinating a new tenant move-in or existing tenant move-out
  • User needs a suite turnover checklist or condition inspection template
  • User asks about "move-in", "move-out", "suite delivery", "tenant onboarding", "space turnover", or "keys and access"
  • User needs to coordinate between construction, property management, and tenant for space delivery
  • User is calculating move-out restoration charges or security deposit reconciliation
  • Do NOT trigger for lease negotiation (use lease-related skills), tenant improvement construction management (use building-systems-maintenance-manager), or routine maintenance requests (use work-order-triage)

Input Schema

Field Required Default if Missing
Property name and address Yes --
Suite number and SF Yes --
Tenant name Yes --
Move type (in or out) Yes --
Target move date Preferred 30 days from today
Lease commencement / expiration date Preferred Same as move date
Condition of space (new build-out, as-is, restored) Preferred As-is
TI work status (if move-in) Optional Complete
Building hours and freight elevator availability Optional Standard business hours, elevator available
Security system type (key, fob, card, biometric) Optional Key card system
Parking allocation Optional Per lease terms
Existing condition report (if move-out) Optional None on file
Security deposit amount Optional Per lease

Process

Step 1: Timeline Development

Move-In Timeline (typical 30 days pre-move):

Days Before Move Task Responsible
30 Confirm TI construction completion date with contractor PM / Construction
30 Send tenant welcome package with building rules, contacts, hours PM
21 Schedule pre-move walk with tenant to document base condition PM + Tenant
21 Order tenant directory listing, suite signage, mailbox assignment PM
14 Program security access credentials (keys, fobs, cards) PM / Security
14 Set up parking access (transponders, reserved spaces) PM / Parking
14 Confirm utility account transfers or sub-metering setup PM / Utility
7 Pre-move space inspection (punch list complete, HVAC tested, systems live) PM / Engineer
7 Confirm freight elevator reservation and loading dock schedule PM
3 Final clean of suite (construction clean + day-of clean) Janitorial
1 Pre-position welcome materials in suite PM
0 Move day: On-site PM presence, freight elevator escort, key handoff PM
+1 Post-move check-in call with tenant contact PM
+7 One-week follow-up: HVAC comfort, any issues, building orientation PM
+30 30-day check-in: confirm all systems working, any open items PM

Move-Out Timeline (typical 60 days pre-lease expiration):

Days Before Expiration Task Responsible
90 Confirm lease expiration date and tenant's move-out intent PM / Leasing
60 Send move-out procedures letter with checklist and timeline PM
60 Schedule pre-move-out walk to assess restoration requirements PM + Tenant
45 Deliver restoration scope and cost estimate to tenant (if applicable) PM
30 Confirm move-out date and freight elevator reservation PM + Tenant
14 Remind tenant of obligations: cleaning, key return, utility transfer PM
7 Schedule final walk-through (PM + tenant representative) PM
0 Move-out day: On-site PM presence, freight elevator monitoring PM
0 Collect all keys, fobs, cards, parking transponders PM / Security
+1 Detailed post-move-out condition inspection with photos PM / Engineer
+3 Prepare condition comparison report (move-in vs. move-out) PM
+7 Deliver restoration cost summary to tenant / apply against deposit PM
+30 Security deposit reconciliation letter (most states: within 30 days) PM / Accounting

Step 2: Condition Documentation

Generate a room-by-room condition report template:

Per-room checklist:

Item Condition (1-5) Notes Photo #
Flooring (type: ___)
Walls (paint color: ___)
Ceiling / ceiling tiles
Lighting fixtures
Electrical outlets / switches
HVAC vents / thermostats
Windows / blinds / treatments
Doors (entry, interior, closet)
Hardware (handles, locks)
Plumbing fixtures (if applicable)
Millwork / built-ins
Fire safety (sprinkler heads, smoke detectors)

Rating scale:

  • 5: New or like-new condition
  • 4: Good condition, minor cosmetic wear
  • 3: Average, normal wear and tear for age
  • 2: Below average, repairs needed beyond normal wear
  • 1: Damaged, requires replacement

Normal wear and tear vs. tenant damage -- this distinction drives deposit disputes:

  • Normal: minor scuffs on walls, carpet wear in traffic patterns, small nail holes, faded paint
  • Tenant damage: large holes, stains beyond cleaning, unauthorized modifications, removed fixtures, pet damage, smoke damage

Step 3: Security and Access Coordination

Move-in credential checklist:

  • Building access cards issued (quantity per lease: typically 1 per 300 SF)
  • After-hours access programmed (confirm tenant's business hours)
  • Suite key sets issued (2 master + 1 per employee, or per lease)
  • Parking access (transponders, reserved space assignments, validation stickers)
  • Freight elevator key or access protocol documented
  • Mailbox key issued and suite added to mail delivery route
  • Tenant emergency contact information collected
  • Building directory and lobby signage updated
  • IT/telecom closet access (if applicable)

Move-out credential collection:

  • All building access cards returned and deactivated
  • All suite keys returned
  • Parking transponders returned, reserved spaces released
  • Mailbox key returned, mail forwarding confirmed by tenant
  • Tenant removed from building access system
  • Tenant removed from emergency notification system
  • Directory and signage updated to remove tenant

Step 4: Vendor Coordination

Identify and schedule vendors needed for the transition:

Move-in vendors:

  • Janitorial: construction clean (if new build-out) + move-in ready clean
  • Locksmith: rekey suite (standard practice between tenants)
  • Signage: suite signage, directory listing, wayfinding
  • IT/telecom: confirm demarc, patch panel, ISP access
  • HVAC: commission tenant's zone, verify thermostat programming

Move-out vendors:

  • Janitorial: post-move-out deep clean (charge to tenant if below standard)
  • Locksmith: rekey suite
  • Painter: touch-up or full repaint (assess per condition report)
  • Flooring: carpet cleaning or replacement assessment
  • General contractor: restoration work (if modifications need reversal)

Step 5: Financial Reconciliation (Move-Out)

Calculate charges against the departing tenant:

  1. Compare condition reports: Move-in baseline vs. move-out condition, item by item
  2. Identify tenant-responsible items: Damage beyond normal wear, unauthorized modifications, missing fixtures
  3. Get vendor quotes: For each tenant-responsible repair item
  4. Prorate useful life: Carpet with 10-year life that was 7 years old at move-in cannot be charged at full replacement to the tenant -- only the remaining useful life value
  5. Apply against security deposit: Prepare itemized statement with receipts
  6. Comply with state law: Security deposit return deadlines vary (14-60 days depending on state). Include forwarding address confirmation.

Output Format

1. Transition Timeline

Gantt-style timeline showing all tasks, responsible parties, and deadlines from planning through post-move follow-up.

2. Condition Report

Room-by-room checklist with rating scale, photo log, and comparison to baseline (move-out only).

3. Credential Matrix

Complete list of all access credentials to issue (move-in) or collect (move-out), with tracking.

4. Vendor Schedule

Vendor name, service, scheduled date, and estimated cost for all transition-related work.

5. Financial Summary (Move-Out)

Item Condition at Move-In Condition at Move-Out Repair Cost Tenant Charge Reason
Carpet 5 (new) 2 (stained) $3,500 $3,500 Stains beyond cleaning
... ... ... ... ... ...
Total $ $
Security Deposit $
Net Due $ (to tenant) or (from tenant)

6. Welcome Package / Move-Out Letter

Ready-to-send communication document.

Example

Input: 4,200 SF Suite 310 move-in at 150,000 SF Class A office in Austin, TX. Tenant: Acme Analytics (22 employees). TI construction finishing in 2 weeks. Lease commences April 1. Key card building, reserved parking for 8 vehicles.

Output: 30-day move-in timeline with 18 task items across PM, security, janitorial, and IT. Credential matrix: 22 key cards, 2 master suite keys, 8 parking transponders, 1 freight elevator key. Vendor schedule: construction clean ($1,200), lock rekey ($350), suite signage ($800), directory update ($200). Pre-move walk scheduled for March 18. Welcome package generated with building contacts, hours, freight elevator policy, parking map, and emergency procedures. Post-move check-in calls scheduled for April 2 and April 8.

Red Flags & Guardrails

  • Missing move-in condition report: If no condition report exists from move-in, the landlord has severely limited ability to charge for move-out damage. This is the single most important document in the move-in process.
  • Security deposit deadlines are strict: Most states impose penalties (2-3x deposit) for late return. Know the jurisdiction-specific deadline and calendar it immediately at move-out.
  • Useful life proration: Charging a tenant full replacement cost for items already past their useful life is both legally questionable and operationally sloppy. Always prorate.
  • Freight elevator conflicts: Move-in/move-out during business hours in multi-tenant buildings creates friction. Require after-hours or weekend moves for large tenants. Reserve freight elevator in writing.
  • Fire code during moves: Propped-open doors, blocked corridors, and disabled fire alarms during furniture delivery are common violations. Assign someone to monitor throughout the move.
  • IT/telecom lead time: ISP installation often requires 30-45 days. Flag this early -- a tenant cannot operate without connectivity, and delays blame falls on property management.

Chain Notes

  • Upstream: Lease execution triggers move-in planning. Lease expiration or termination notice triggers move-out planning.
  • Downstream: Condition report and restoration scope feed into vendor-bid-manager for competitive quotes.
  • Downstream: Security deposit reconciliation feeds into property-operations-admin-toolkit for accounting.
  • Parallel: tenant-portal-manager for distributing welcome packages and collecting tenant information.
  • Parallel: common-area-manager for coordinating common area impacts during large moves.

Skill Files

SKILL.md
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Category

Operations / Property Management

License

Apache-2.0

Source

MetaProp Labs

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