Checklist / template

Incoming (move-in) inspection checklist

An incoming (ingoing) inspection records the exact condition of a property on the day a tenant takes occupation, room by room, with dated photos and meter readings. It is the baseline you measure against at move-out, so it is the single most important document for defending — or limiting — deposit deductions later. This checklist is for agents and landlords who want a defensible, consistent record on every take-on.

For South African managing agents, rental agents and landlords conducting move-in inspections before handing over keys.

Before the inspection (set-up)

  • Schedule the inspection jointly with the tenant and confirm in writing that both parties will attend.
  • Confirm the signed lease and deposit are in place before keys are handed over.
  • Bring a printed or digital condition report covering every room and a charged device for photos.
  • Note that the Rental Housing Act requires a joint incoming inspection before occupation, with the landlord present.
  • Record the inspection date, property address, tenant name and lease start date at the top of the report.
  • Ensure the unit is clean, empty and ready so condition is recorded fairly, not against an unprepared property.

Photo and video evidence

  • Photograph every room wide, then close up on any existing damage, marks, stains or wear.
  • Capture date and time on each image so photos are timestamped and verifiable.
  • Photograph the exterior, garden, boundary walls, gates and any parking bay or carport.
  • Record a short walkthrough video as a backup to still photos.
  • Store photos against the tenant and unit record so they are retrievable at move-out, not lost on a phone.
  • Handle the tenant's personal information collected during the inspection in line with POPIA — keep it secure and use it only for the tenancy.

Meter readings and services

  • Record the electricity meter reading (and prepaid meter number) with a clear photo.
  • Record the water meter reading and note the municipal account or sub-meter reference.
  • Record the gas meter or note bottled-gas levels where applicable.
  • Note the geyser type, location and visible condition.
  • Confirm which services are in the tenant's name versus the landlord's and capture account numbers.
  • Test that electricity and water are connected and working at handover.

Room-by-room condition

  • Inspect walls, ceilings, skirtings and paintwork in each room and note marks, cracks or damp.
  • Inspect floors and carpets for stains, burns, scratches or lifting.
  • Test every light fitting, switch and plug point and note any that do not work.
  • Inspect windows, frames, handles, locks and burglar bars for damage or seizing.
  • Inspect each door, handle, hinge and lock and confirm it opens and closes properly.
  • Check curtains, blinds, rails and any fitted shelving for damage or missing parts.

Kitchen, bathrooms and fixtures

  • Test all taps, mixers and drains in the kitchen and bathrooms for leaks and water pressure.
  • Inspect the sink, basins, bath, shower, toilet and tiling for cracks, chips or staining.
  • Test built-in appliances (stove, oven, extractor, dishwasher) and note condition and any faults.
  • Check cupboards, doors, handles, runners and countertops for damage or missing parts.
  • Confirm the geyser, isolator switch and any solar or heat-pump equipment work.
  • Note the condition of grouting, silicone seals and any signs of mould or water damage.

Inventory, keys and fittings handed over

  • List every key, remote, gate clicker, fob and access tag handed over, with quantities.
  • Record any furniture, white goods or appliances supplied with the unit and their condition.
  • Note pool, garden and irrigation equipment and who is responsible for upkeep.
  • Confirm smoke alarms, fire equipment and any security/alarm system are present and tested.
  • Photograph all handed-over items so the inventory is backed by evidence.
  • Note any pre-existing defects the landlord has agreed to repair, with a target date.

Sign-off and storage

  • Walk through the completed report with the tenant and agree every noted defect before signing.
  • Have both the tenant and the agent or landlord sign and date the report.
  • Give the tenant a copy of the signed report and all photos.
  • File the signed report, photos and meter readings against the lease so they are ready for the outgoing inspection.
  • Record that, where no incoming inspection is held, the property is presumed to have been in good condition — making this report the landlord's protection.
  • Set a reminder to repeat the same checklist at move-out and compare against this baseline.

Run this same checklist again at move-out and compare side by side — the incoming report only protects you if the outgoing one mirrors it.

A practical operational checklist, not legal, financial or tax advice — adapt it to your scheme/agency and seek professional advice where needed.

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