Itemized Checklist
A room-by-room list with standardized condition codes and space for notes helps compare entry and exit conditions consistently across units.
A well-prepared form creates an objective record that helps resolve security deposit disputes and supports compliance with California landlord–tenant law.
Property owners, on-site managers, tenants, and third-party inspectors commonly complete or verify the contents of the move-in move-out form.
Keeping a signed copy for each party reduces disputes and speeds deposit reconciliation under California Civil Code rules.
A property manager or landlord representative signs to certify the unit condition, to list pre-existing defects, and to record meter or key counts. Their signature ties the inventory to the entity responsible for deposit accounting and later repair invoices.
The tenant or an appointed tenant representative signs to acknowledge receipt of the move-in record and to certify observed discrepancies. The signature provides attribution and is required evidence for disputes over deposit deductions.
A room-by-room list with standardized condition codes and space for notes helps compare entry and exit conditions consistently across units.
Dated photos or short video clips attached to each checklist item create time-stamped evidence of condition and help clarify descriptive language.
Record utility meter readings, key/fob counts, and supplied appliances to avoid reconciliation disputes at move-out and to document handover.
Document agreed repairs or pending work and who is responsible; reference invoices or work orders when available to support future deductions.
Include printed names, signer roles, dates, and space for digital or handwritten signatures to attribute the record to specific parties.
State the deposit amount, allowable deductions, and procedure for itemized statements to align with California Civil Code requirements.
| Field | Configuration |
|---|---|
| Signature Field | Require signer name and date |
| Photo Attach | Make at least three attachments required |
| Routing | Auto-send copies to tenant and property manager |
| Retention | Set automatic archival policy |
Choose a platform that supports PDF/DOCX upload, image attachments, and audit trails for signature events.
Ensure the service you use can export signed records with a tamper-evident audit trail and that it integrates with property management or accounting systems used by your organization.
Give tenant a signed copy at or immediately after move-in
Complete and sign the inventory during initial occupancy
Schedule inspection promptly at lease termination or agreed checkout
California requires itemized statement and return within 21 days (Cal. Civ. Code §1950.5)
Respond to tenant disputes quickly to avoid escalation and penalties
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |