Move-Out Instructions + Checklist
Provide move-out instructions, a condition checklist, and security deposit return timeline to a departing tenant.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Sends a departing tenant their move-out checklist, key return instructions, and deposit return process.
- Move-out instructions sent
- Tenant departure checklist
- Security deposit process
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
Move-Out Instructions — property_address
Hi tenant_first_name,
As your lease end date of lease_end_date approaches, I wanted to make sure you have everything you need for a smooth and complete move-out. Following these instructions carefully will help ensure your security deposit is returned promptly and in full.
MOVE-OUT CHECKLIST
A detailed move-out checklist is attached. Please complete all items before your final walkthrough. Key things typically required:
• Clean all appliances, inside and out (oven, refrigerator, dishwasher, microwave)
• Clean all bathrooms, kitchen surfaces, and interior windows
• Patch and paint any nail holes or wall damage
• Remove all personal belongings and trash from the unit and any assigned storage areas
• Ensure all light fixtures have working bulbs
KEY RETURN
• key_return_instructions
FINAL WALKTHROUGH
Your final walkthrough is scheduled for final_walkthrough_date. This is your opportunity to be present as we inspect the unit — it's recommended that you attend so you can address any questions on the spot.
SECURITY DEPOSIT
Your deposit will be returned, less any deductions for damages beyond normal wear and tear, within deposit_return_timeline. You'll receive an itemized statement along with any refund.
Thank you for your tenancy. We hope it's been a positive experience. Call me at me::phone with any questions.
Workflow context
When to use this workflow
Use this workflow when a tenant is preparing to move out and needs cleaning instructions, key return details, final walkthrough timing, and deposit return expectations.
What this replaces
This replaces manually writing move-out instructions, attaching checklists by hand, and retyping unit, lease end, key return, and walkthrough details.
Why teams standardize this email
Move-out communication affects deposit disputes and unit turnover. A standard workflow helps teams set expectations clearly and document instructions before the tenant leaves.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the move-out instructions email in Outlook
- Prompts for tenant name, property address, unit number, lease end date, key return instructions, final walkthrough date, deposit return timeline, and phone number
- Adds a property-specific subject line
- Can include the configured move-out checklist attachment
- Keeps the email editable before sending
FAQ
Does Toggles schedule the final walkthrough?
No. Toggles prepares the email after your team has the walkthrough details.
Can the checklist be attached?
Yes. This workflow can include a configured move-out checklist attachment.
Does this determine deposit deductions?
No. It communicates move-out expectations. Deposit accounting happens through your existing process.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
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Toggles Business Pro Quickstart Guide
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