How to create a Utility Order Form via E-Sign

Step 1: Enter Property Details

Select property address:

  • Use the dropdown to search for an address or click "Or add an address manually".
  1. Enter tenancy details:
    • Number of tenants: Use the dropdown to select how many people will live there.
    • Start date and End date: Choose using the calendar picker or select a suggested date below the field.
  1. Select tenant type:
    • Click Student, Non-student, or Mixed depending on who’s renting.
  1. Choose included utilities:
    • Click to select which utilities you want:
      - Gas
      - Electricity
      - Fibre Internet
      - Water
      - TV Licence
    • The selected row will be highlighted.

Step 2: Enter Tenant Details

  1. Lead tenant:
    • Fill in Title, First name, Last name, Email address, and Mobile number.
  2. Other tenants (if applicable):
    • Repeat the same details for each additional tenant (Tenant 2, 3, 4, etc.).

Step 3: Review Order Summary

  1. Double-check the following:
    • Property address
    • Start and end date
    • Tenancy duration
    • Utilities included
    • Tenant details (name, email, phone)

Final Step

  • Click "Submit", "Confirm Order", or a similar button (typically at the bottom or in Step 4).
  • You may receive a confirmation email once it is completed.


How did we do?


Powered by HelpDocs (opens in a new tab)